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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
Welch & Forbes
Massachusetts
$5.83M -$33.8K -400 -0.6%
CFGS
77
Concourse Financial Group Securities
Alabama
$5.51M -$297K -3,510 -5%
EA
78
Efficient Advisors
Ohio
$5.47M -$283K -3,347 -5%
KPAG
79
KLS Professional Advisors Group
New York
$5.29M
M&T Bank
80
M&T Bank
New York
$5.2M +$931K +11,015 +22%
BHWM
81
Bay Harbor Wealth Management
Maryland
$5.17M +$228K +2,702 +5%
NC
82
NewSquare Capital
Pennsylvania
$5.08M +$418K +4,945 +9%
CT
83
Coastline Trust
Rhode Island
$4.9M +$475K +5,625 +11%
C
84
Clearshares
New York
$4.88M +$1.65M +19,500 +53%
CW
85
CreativeOne Wealth
Kansas
$4.75M +$404K +4,786 +10%
NFG
86
Next Financial Group
Texas
$4.69M +$1.23M +14,606 +37%
CAN
87
Cetera Advisor Networks
California
$4.58M +$239K +2,828 +6%
ONB
88
Old National Bancorp
Indiana
$4.58M -$856K -10,135 -16%
MPIA
89
Mountain Pacific Investment Advisers
Idaho
$4.46M +$539K +6,386 +14%
AI
90
Atria Investments
North Carolina
$4.45M +$71.6K +848 +2%
HI
91
Human Investing
Oregon
$4.34M +$262K +3,097 +7%
BWM
92
Brickley Wealth Management
California
$4.26M +$629K +7,450 +18%
GWM
93
Geneos Wealth Management
Colorado
$4.25M +$41.2K +488 +1%
BA
94
BCM Advisors
Louisiana
$4.11M +$46.5K +551 +1%
AIP
95
Ameritas Investment Partners
Nebraska
$4.05M +$31.2K +369 +0.8%
FAAS
96
First Allied Advisory Services
California
$3.98M -$4.54M -53,760 -54%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$3.96M
AWS
98
AJ Wealth Strategies
New York
$3.88M -$207K -2,454 -5%
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$3.76M
IFAM
100
Institutional & Family Asset Management
Colorado
$3.75M -$843K -9,982 -19%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.