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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
OPS
76
Orion Portfolio Solutions
Nebraska
$12.3M +$1.24M +13,596 +11%
GFPC
77
Global Financial Private Capital
Florida
$12.1M +$1.45M +15,833 +14%
AWM
78
AE Wealth Management
Kansas
$11.3M +$3.59M +39,244 +48%
SB
79
Sunflower Bank
Texas
$11.3M +$11.1M +120,794 New
CAN
80
Cetera Advisor Networks
California
$10.7M -$295K -3,227 -3%
SFPM
81
Sensible Financial Planning & Management
Massachusetts
$10.6M -$558K -6,097 -5%
AFS
82
Axiom Financial Strategies
Indiana
$10.2M +$989K +10,809 +11%
SCA
83
Stokes Capital Advisors
South Carolina
$10.2M +$10M +109,359 New
Citigroup
84
Citigroup
New York
$10.1M -$187K -2,044 -2%
FA
85
FC Advisory
Pennsylvania
$10.1M +$151K +1,651 +2%
FAAS
86
First Allied Advisory Services
California
$8.85M +$791K +8,646 +10%
HP
87
HT Partners
Connecticut
$8.74M -$9.06K -99 -0.1%
BBNA
88
Bremer Bank National Association
Minnesota
$8.73M -$511K -5,585 -6%
SS
89
Simplicity Solutions
Minnesota
$8.33M +$2.06M +22,533 +34%
AAS
90
Avantax Advisory Services
Texas
$8.28M +$6.89M +75,235 +554%
PFM
91
Phillips Financial Management
Indiana
$8.22M -$214K -2,333 -3%
GAM
92
Gemmer Asset Management
California
$8.21M +$42.4K +463 +0.5%
SIA
93
Sovereign Investment Advisors
Arizona
$8.12M +$40.5K +442 +0.5%
CB
94
Commerce Bank
Missouri
$8.04M
PP
95
Professional Planning
California
$7.84M +$5.86M +64,043 +319%
PCM
96
Pennsylvania Capital Management
Pennsylvania
$7.84M +$7.7M +84,125 New
BUB
97
BBVA USA Bancshares
Texas
$7.79M +$209K +2,281 +3%
Renaissance Technologies
98
Renaissance Technologies
New York
$7.7M +$5.19M +56,700 +219%
CT
99
Coastline Trust
Rhode Island
$7.66M +$1.62M +17,695 +27%
PFPT
100
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.65M +$809K +8,843 +12%

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.