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Vanguard Intermediate-Term Bond ETF

478 hedge funds and large institutions have $8.9B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 214 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

140% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 89

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

17% more funds holding

Funds holding: 407478 (+71)

4% more capital invested

Capital invested by funds: $8.54B → $8.9B (+$358M)

0.03% more ownership

Funds ownership: 65.94%65.97% (+0.03%)

Holders
478
Holders Change
+71
Holders Change %
+17.44%
% of All Funds
9.42%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.69%
New
104
Increased
214
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMC
51
First Merchants Corp
Indiana
$13.5M +$11.9M +135,753 +716%
SFPM
52
Sensible Financial Planning & Management
Massachusetts
$13.4M +$88 +1 +0%
VFA
53
Voya Financial Advisors
Connecticut
$13.2M +$1.34M +15,328 +11%
VCM
54
Verde Capital Management
Michigan
$13.2M +$13.2M +150,844 New
PGFC
55
Peapack-Gladstone Financial Corp
New Jersey
$12.8M +$495K +5,654 +4%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$12.5M +$1.94M +22,098 +18%
HPWM
57
Highland Private Wealth Management
Washington
$12.2M +$3.18M +36,310 +35%
MML Investors Services
58
MML Investors Services
Massachusetts
$12.2M +$1.21M +13,798 +11%
SWIG
59
Strategic Wealth Investment Group
Kentucky
$11.9M +$12M +136,537 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$10.9M +$1.49M +17,029 +16%
GFPC
61
Global Financial Private Capital
Florida
$10.7M -$504K -5,751 -4%
FA
62
FC Advisory
Pennsylvania
$10.6M +$23.8K +272 +0.2%
HP
63
HT Partners
Connecticut
$9.83M -$4.73K -54 -0%
TF
64
TIAA FSB
Florida
$9.59M +$1.59M +18,191 +20%
Citigroup
65
Citigroup
New York
$9.5M +$585K +6,685 +7%
BBNA
66
Bremer Bank National Association
Minnesota
$9.43M -$71.1K -812 -0.7%
OPS
67
Orion Portfolio Solutions
Nebraska
$9.32M +$9.36M +106,877 New
Wealthfront Advisers
68
Wealthfront Advisers
California
$8.73M -$1.55M -17,665 -15%
RWML
69
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.26M +$124K +1,415 +2%
MWM
70
Merriman Wealth Management
Washington
$7.87M -$151K -1,724 -2%
GAM
71
Gemmer Asset Management
California
$7.87M +$136K +1,550 +2%
AWS
72
AJ Wealth Strategies
New York
$7.8M +$20.1K +229 +0.3%
PFM
73
Phillips Financial Management
Indiana
$7.6M +$232K +2,649 +3%
CB
74
Commerce Bank
Missouri
$7.54M +$16.2K +185 +0.2%
BUB
75
BBVA USA Bancshares
Texas
$7.5M +$118K +1,350 +2%

BIV Hedge Fund Activity: Q4 2019 in Review

478 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2019, worth a combined $8.9B — up 4.2% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIV positions and 29 closed out — a net gain of 75 holders — while 214 added to existing stakes and 89 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $55.2M. The largest seller was Susquehanna International Group, cutting an estimated $12.3M.

  • 478 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2019, up from 407 in Q3 2019.
  • Funds reported $8.9B of Vanguard Intermediate-Term Bond ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 104 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2019 and 29 closed out, a net change of +75 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $55.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.