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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$18.4M +$3.01M +32,871 +20%
SHGA
52
Sand Hill Global Advisors
California
$17.7M +$17.4M +190,086 New
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$17.5M +$1.01M +11,048 +6%
CWM
54
Cranbrook Wealth Management
Michigan
$17.5M -$226K -2,471 -1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$16.8M +$1.81M +19,766 +12%
HPWM
56
Highland Private Wealth Management
Washington
$16.7M +$2.54M +27,761 +18%
PWS
57
Paragon Wealth Strategies
Florida
$16.6M +$16.3M +177,622 New
FIG
58
FundX Investment Group
California
$16.4M +$16.1M +175,567 New
Verition Fund Management
59
Verition Fund Management
Connecticut
$16.3M +$16M +174,795 New
BRWA
60
B. Riley Wealth Advisors
Florida
$15.6M +$1.94M +21,167 +14%
PRS
61
Pinkerton Retirement Specialists
Idaho
$15.5M +$15.2M +166,434 New
A
62
AdvicePeriod
California
$15.2M -$259K -2,827 -2%
FMC
63
First Merchants Corp
Indiana
$14.8M +$211K +2,308 +1%
SAMC
64
Spectrum Asset Management (California)
California
$14.7M +$14M +153,435 +3,197%
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$14.6M +$1.19M +13,047 +9%
TF
66
TIAA FSB
Florida
$14.4M +$2.97M +32,453 +27%
FFG
67
Fullen Financial Group
Ohio
$14M +$13.7M +149,911 New
BC
68
Brio Consultants
California
$13.3M +$10.5M +115,095 +409%
CFGS
69
Concourse Financial Group Securities
Alabama
$13.2M +$7.57M +82,672 +141%
CFD
70
Creative Financial Designs
Indiana
$13.1M +$1.34M +14,673 +12%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$13M +$547K +5,979 +4%
HGWM
72
Horst & Graben Wealth Management
Oregon
$12.9M -$738K -8,063 -6%
Wealthfront Advisers
73
Wealthfront Advisers
California
$12.8M -$3.89M -42,456 -24%
EBT
74
Enterprise Bank & Trust
Massachusetts
$12.8M +$196K +2,141 +2%
FIM
75
Freedom Investment Management
Connecticut
$12.4M -$1.04M -11,320 -8%

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.