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Vanguard Intermediate-Term Bond ETF
BIV

404 hedge funds and large institutions have $9.35B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

55% more funds holding in top 10

Funds holding in top 10: 20 → 31 (+11)

7% more funds holding

Funds holding: 379 → 404 (+25)

5% more capital invested

Capital invested by funds: $8.88B → $9.35B (+$477M)

1.14% less ownership

Funds ownership: 74.08% → 72.94% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 149

Holders
404
Holders Change
+25
Holders Change %
+6.6%
% of All Funds
9%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.69%
New
72
Increased
120
Reduced
149
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$486M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$305M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$99.5M
4
Morgan Stanley
Morgan Stanley
New York
+$28.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$23.2M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$603M
2
Bank of America
Bank of America
North Carolina
-$470M
3
Wells Fargo
Wells Fargo
California
-$56.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52.6M
5
Ameriprise
Ameriprise
Minnesota
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
101
C-J Advisory
California
$3.42M +$172K +2,142 +5%
PI
102
PHH Investments
Texas
$3.38M +$2.75M +34,340 +479%
BWM
103
Brickley Wealth Management
California
$3.27M +$999K +12,472 +45%
SAM
104
SignalPoint Asset Management
Missouri
$3.2M +$48K +600 +2%
TF
105
TIAA FSB
Florida
$3.17M +$672K +8,389 +27%
MPIA
106
Mountain Pacific Investment Advisers
Idaho
$3.17M +$1.35M +16,880 +76%
WLIM
107
White Lighthouse Investment Management
Massachusetts
$3.05M +$427K +5,335 +17%
AT
108
Arden Trust
Delaware
$2.9M +$34.3K +428 +1%
SA
109
Sunesis Advisors
Kansas
$2.78M – – –
C
110
Clearshares
New York
$2.78M – – –
BCA
111
Biltmore Capital Advisors
New Jersey
$2.78M +$3.29M +41,105 New
PFPT
112
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.76M -$16.4M -204,287 -86%
SFA
113
Semmax Financial Advisors
North Carolina
$2.68M +$2.64M +32,954 New
PC
114
Palo Capital
California
$2.63M -$758K -9,461 -23%
JP Morgan Chase
115
JP Morgan Chase
New York
$2.61M +$421K +5,259 +20%
HighTower Advisors
116
HighTower Advisors
Illinois
$2.59M -$576K -7,198 -18%
I
117
IberiaBank
Louisiana
$2.54M +$874K +10,921 +54%
BOH
118
Bank of Hawaii
Hawaii
$2.48M -$3.12M -38,915 -56%
UCFA
119
United Capital Financial Advisors
Texas
$2.44M +$2.41M +30,077 New
BP
120
Ballentine Partners
Massachusetts
$2.43M +$13.3K +166 +0.6%
AP
121
Advisors Preferred
Maryland
$2.43M +$2.39M +29,902 New
PO
122
Private Ocean
California
$2.37M +$2.34M +29,175 New
PCM
123
Penserra Capital Management
California
$2.34M +$2.3M +28,782 New
Invesco
124
Invesco
Georgia
$2.19M -$164K -2,045 -7%
UBV
125
United Bank (Virginia)
Virginia
$2.17M – – –
3 4
5
6 7

BIV Hedge Fund Activity: Q4 2018 in Review

404 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2018, worth a combined $9.35B — up 5.4% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BIV positions and 42 closed out — a net gain of 30 holders — while 120 added to existing stakes and 149 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $486M. The largest seller was Cornerstone Wealth Management, cutting an estimated $603M.

  • 404 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2018, up from 379 in Q3 2018.
  • Funds reported $9.35B of Vanguard Intermediate-Term Bond ETF stock for Q4 2018, up 5.4% quarter-over-quarter.
  • 72 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2018 and 42 closed out, a net change of +30 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $486M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2018.