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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
DE
76
Day & Ennis
Georgia
$7.07M -$161K -1,841 -2%
CWM
77
Cornerstone Wealth Management
Missouri
$7.06M -$5.43K -62 -0.1%
Citadel Advisors
78
Citadel Advisors
Florida
$7.06M +$7.09M +80,962 New
BRWA
79
B. Riley Wealth Advisors
Florida
$6.96M +$346K +3,950 +5%
SW
80
SVB Wealth
Massachusetts
$6.92M +$445K +5,081 +7%
FAAS
81
First Allied Advisory Services
California
$6.65M +$3.22M +36,816 +93%
PFPT
82
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.39M +$1.22M +13,907 +23%
CAN
83
Cetera Advisor Networks
California
$6.38M +$1.38M +15,803 +28%
SIA
84
Sovereign Investment Advisors
Arizona
$6.15M +$6.17M +70,477 New
AMG
85
Asset Management Group
Connecticut
$5.84M +$4M +45,688 +214%
WF
86
Welch & Forbes
Massachusetts
$5.74M -$5.25K -60 -0.1%
BHWM
87
Bay Harbor Wealth Management
Maryland
$5.58M +$287K +3,279 +5%
CW
88
CreativeOne Wealth
Kansas
$5.58M +$464K +5,303 +9%
NC
89
NewSquare Capital
Pennsylvania
$5.39M +$105K +1,195 +2%
CFD
90
Creative Financial Designs
Indiana
$5.33M +$5.23M +59,783 +4,856%
AI
91
Atria Investments
North Carolina
$5.32M +$436K +4,977 +9%
SB
92
Simmons Bank
Arkansas
$5.26M +$1.43M +16,274 +37%
MPIA
93
Mountain Pacific Investment Advisers
Idaho
$5.19M +$318K +3,626 +6%
Deutsche Bank
94
Deutsche Bank
Germany
$5.11M -$955K -10,902 -16%
HI
95
Human Investing
Oregon
$5.04M +$427K +4,875 +9%
AIP
96
Ameritas Investment Partners
Nebraska
$4.88M +$470K +5,369 +11%
AWM
97
AE Wealth Management
Kansas
$4.82M +$1.33M +15,176 +38%
EA
98
Efficient Advisors
Ohio
$4.77M -$175K -1,999 -4%
NFG
99
Next Financial Group
Texas
$4.7M +$62.8K +717 +1%
MIM
100
Morningstar Investment Management
Illinois
$4.57M +$106K +1,214 +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.