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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
51
Global Financial Private Capital
Florida
$10.7M +$149K +1,813 +1%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$10.6M -$222K -2,692 -2%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$10.3M +$9.68M +117,562 +2,311%
FA
54
FC Advisory
Pennsylvania
$10.1M -$230K -2,793 -2%
VFA
55
Voya Financial Advisors
Connecticut
$9.78M +$504K +6,127 +6%
MML Investors Services
56
MML Investors Services
Massachusetts
$9.74M +$1.49M +18,090 +18%
FA
57
FDx Advisors
Illinois
$9.54M +$9.36M +113,707 New
HP
58
HT Partners
Connecticut
$9.51M -$46.8K -569 -0.5%
CFS
59
Cannon Financial Strategists
Georgia
$9.25M +$9.07M +110,186 New
FAAS
60
First Allied Advisory Services
California
$8.36M +$6.53M +79,370 +390%
MWM
61
Merriman Wealth Management
Washington
$7.94M +$24.6K +299 +0.3%
Citigroup
62
Citigroup
New York
$7.86M +$305K +3,706 +4%
HPWM
63
Highland Private Wealth Management
Washington
$7.8M +$265K +3,217 +4%
GAM
64
Gemmer Asset Management
California
$7.79M +$83.6K +1,015 +1%
MWPCG
65
Measured Wealth Private Client Group
New Hampshire
$7.46M +$247K +3,005 +3%
Deutsche Bank
66
Deutsche Bank
Germany
$7.1M +$436K +5,298 +7%
BUB
67
BBVA USA Bancshares
Texas
$6.97M +$258K +3,133 +4%
RJA
68
Raymond James & Associates
Florida
$6.91M -$4.14M -50,254 -38%
DE
69
Day & Ennis
Georgia
$6.79M -$170K -2,066 -2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$6.19M +$265K +3,222 +5%
ST
71
Smithfield Trust
Pennsylvania
$6.04M +$5.83M +70,819 +6,201%
PFM
72
Phillips Financial Management
Indiana
$5.95M +$17K +207 +0.3%
Wealthfront Advisers
73
Wealthfront Advisers
California
$5.72M -$311K -3,779 -5%
WF
74
Welch & Forbes
Massachusetts
$5.69M -$91K -1,105 -2%
CFGS
75
Concourse Financial Group Securities
Alabama
$5.64M -$214K -2,604 -4%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.