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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
DAS
101
Dynamic Advisor Solutions
Arizona
$3.71M -$211K -2,500 -6%
MA
102
Mutual Advisors
Nebraska
$3.71M +$3.25M +38,518 +887%
CJA
103
C-J Advisory
California
$3.59M +$30.2K +358 +0.9%
SAM
104
SignalPoint Asset Management
Missouri
$3.53M +$130K +1,536 +4%
AIC
105
Ameritas Investment Company
Nebraska
$3.52M +$1.94M +22,937 +130%
FF
106
Friedenthal Financial
New Jersey
$3.5M +$3.42M +40,502 New
MMA
107
Miracle Mile Advisors
California
$3.49M +$3.41M +40,397 New
HighTower Advisors
108
HighTower Advisors
Illinois
$3.39M +$387K +4,587 +13%
WLIM
109
White Lighthouse Investment Management
Massachusetts
$3.36M +$12.2K +145 +0.4%
PI
110
PHH Investments
Texas
$3.34M +$84.2K +997 +3%
LFGH
111
Lee Financial Group Hawaii
Hawaii
$3.26M +$2.91M +34,482 +1,079%
BCM
112
Brookstone Capital Management
Illinois
$3.19M +$1.2M +14,234 +63%
WP
113
WealthSource Partners
California
$3.12M +$1.35M +15,971 +79%
SB
114
Simmons Bank
Arkansas
$3.07M +$63.1K +747 +2%
BAM
115
Baldrige Asset Management
Pennsylvania
$3.02M -$34K -403 -1%
BWA
116
BDO Wealth Advisors
Florida
$3M -$403K -4,776 -12%
SA
117
Sunesis Advisors
Kansas
$2.96M
DC
118
Davenport & Co
Virginia
$2.9M +$504K +5,971 +22%
WS
119
Wela Strategies
Georgia
$2.89M +$27K +320 +1%
Betterment LLC
120
Betterment LLC
New York
$2.85M +$615K +7,282 +28%
AAM
121
Aureus Asset Management
Massachusetts
$2.82M +$1M +11,885 +58%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$2.8M -$78.8K -933 -3%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$2.79M +$2.72M +32,236 New
Barclays
124
Barclays
United Kingdom
$2.79M +$2.72M +32,176 +53,627%
SFA
125
Semmax Financial Advisors
North Carolina
$2.72M +$142K +1,685 +6%

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.