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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
101
Harel Insurance Investments & Financial Services
Israel
$3.65M
BWM
102
Brickley Wealth Management
California
$3.51M +$132K +1,606 +4%
CJA
103
C-J Advisory
California
$3.43M -$72.9K -885 -2%
NFG
104
Next Financial Group
Texas
$3.32M +$2.81M +34,134 +626%
NFH
105
NEXT Financial Holdings
Texas
$3.32M +$3.26M +39,589 New
BWA
106
BDO Wealth Advisors
Florida
$3.31M -$788K -9,577 -20%
SAM
107
SignalPoint Asset Management
Missouri
$3.3M -$7.82K -95 -0.2%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$3.25M +$98.7K +1,199 +3%
PI
109
PHH Investments
Texas
$3.16M -$318K -3,868 -9%
C
110
Clearshares
New York
$3.1M -$346K -4,197 -10%
AT
111
Arden Trust
Delaware
$2.97M -$29.1K -353 -1%
BAM
112
Baldrige Asset Management
Pennsylvania
$2.96M +$2.9M +35,254 New
PCM
113
Penserra Capital Management
California
$2.95M +$522K +6,338 +22%
SB
114
Simmons Bank
Arkansas
$2.92M +$2.86M +34,743 New
HighTower Advisors
115
HighTower Advisors
Illinois
$2.9M +$223K +2,714 +9%
SA
116
Sunesis Advisors
Kansas
$2.87M
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$2.79M +$2.73M +33,171 +36,055%
WS
118
Wela Strategies
Georgia
$2.78M +$1.18M +14,306 +76%
I
119
IberiaBank
Louisiana
$2.56M -$65.2K -792 -3%
BOH
120
Bank of Hawaii
Hawaii
$2.52M -$34.9K -424 -1%
SFA
121
Semmax Financial Advisors
North Carolina
$2.5M -$260K -3,161 -10%
BWM
122
BerganKDV Wealth Management
Minnesota
$2.46M +$270K +3,280 +13%
Invesco
123
Invesco
Georgia
$2.34M +$78.9K +959 +4%
DC
124
Davenport & Co
Virginia
$2.32M +$1.64M +19,867 +257%
AIM
125
Allen Investment Management
New York
$2.31M -$1.26M -15,347 -36%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.