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Vanguard Intermediate-Term Bond ETF

406 hedge funds and large institutions have $8.54B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $8.39B → $8.54B (+$147M)

2.17% less ownership

Funds ownership: 68.04%65.87% (-2.2%)

3% less funds holding

Funds holding: 418406 (-12)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
8.9%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
32
Increased
176
Reduced
117
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
51
Voya Financial Advisors
Connecticut
$12M +$704K +8,061 +6%
GFPC
52
Global Financial Private Capital
Florida
$11.3M -$117K -1,338 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$11.1M -$592K -6,777 -5%
Jane Street
54
Jane Street
New York
$10.7M -$56M -641,077 -84%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$10.6M +$1.41M +16,168 +15%
FA
56
FC Advisory
Pennsylvania
$10.6M +$116K +1,324 +1%
Wealthfront Advisers
57
Wealthfront Advisers
California
$10.4M +$3.9M +44,591 +61%
HP
58
HT Partners
Connecticut
$9.92M -$28K -321 -0.3%
Goldman Sachs
59
Goldman Sachs
New York
$9.63M -$2.57M -29,438 -21%
BBNA
60
Bremer Bank National Association
Minnesota
$9.59M +$1.15M +13,161 +14%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$9.46M -$22.8M -260,429 -71%
HPWM
62
Highland Private Wealth Management
Washington
$9.11M +$377K +4,320 +4%
Citigroup
63
Citigroup
New York
$8.99M +$238K +2,727 +3%
MWM
64
Merriman Wealth Management
Washington
$8.09M -$123K -1,405 -2%
TF
65
TIAA FSB
Florida
$8.08M +$2.03M +23,186 +34%
PCG
66
Private Capital Group
Connecticut
$7.92M +$1.21M +13,804 +18%
AWS
67
AJ Wealth Strategies
New York
$7.85M +$3.87M +44,343 +99%
GAM
68
Gemmer Asset Management
California
$7.8M +$138K +1,580 +2%
CB
69
Commerce Bank
Missouri
$7.6M +$7.25M +83,007 +2,510%
BUB
70
BBVA USA Bancshares
Texas
$7.45M -$194K -2,220 -3%
PFM
71
Phillips Financial Management
Indiana
$7.43M +$1.19M +13,571 +19%
DE
72
Day & Ennis
Georgia
$7.3M -$10.8K -124 -0.1%
CWM
73
Cornerstone Wealth Management
Missouri
$7.13M +$156K +1,782 +2%
SIM
74
Stratos Investment Management
Ohio
$6.83M +$6.78M +77,631 New
BRWA
75
B. Riley Wealth Advisors
Florida
$6.67M +$316K +3,617 +5%

BIV Hedge Fund Activity: Q3 2019 in Review

406 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2019, worth a combined $8.54B — up 1.8% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIV and 32 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 176 added.

The largest buyer was Envestnet Asset Management, adding an estimated $74.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $119M.

  • 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2019, down from 418 in Q2 2019.
  • Funds reported $8.54B of Vanguard Intermediate-Term Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2019 and 40 closed out, a net change of -8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $74.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $119M sold.

Based on aggregated 13F filings for Q3 2019.