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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
C
101
Clearshares
New York
$4.55M
CT
102
Coastline Trust
Rhode Island
$4.55M +$151K +1,730 +3%
BWM
103
Brickley Wealth Management
California
$4.5M +$111K +1,266 +3%
BCM
104
Brookstone Capital Management
Illinois
$4.42M +$435K +4,973 +11%
PRWA
105
Platte River Wealth Advisors
Colorado
$4.34M +$4.25M +48,514 New
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$4.32M +$4.34M +49,562 New
PFS
107
Prospera Financial Services
Texas
$4.31M +$861K +9,827 +25%
Goldman Sachs
108
Goldman Sachs
New York
$4.24M -$5.33M -60,877 -56%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$3.96M
ONB
110
Old National Bancorp
Indiana
$3.91M -$210K -2,394 -5%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$3.9M -$12.3M -140,370 -76%
DC
112
Davenport & Co
Virginia
$3.89M +$1.01M +11,499 +35%
CFGS
113
Concourse Financial Group Securities
Alabama
$3.88M +$2.81M +32,109 +261%
FAIM
114
Financial Advocates Investment Management
Washington
$3.86M +$440K +5,023 +13%
Betterment LLC
115
Betterment LLC
New York
$3.85M +$970K +11,078 +34%
CJA
116
C-J Advisory
California
$3.79M +$145K +1,656 +4%
HIIFS
117
Harel Insurance Investments & Financial Services
Israel
$3.79M +$3.81M +43,492 New
DAS
118
Dynamic Advisor Solutions
Arizona
$3.76M -$331K -3,784 -8%
PI
119
PHH Investments
Texas
$3.69M +$237K +2,710 +7%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$3.69M +$1.11M +12,673 +43%
SAM
121
SignalPoint Asset Management
Missouri
$3.62M +$276K +3,157 +8%
LFGH
122
Lee Financial Group Hawaii
Hawaii
$3.56M +$120K +1,376 +3%
SWG
123
Summit Wealth Group
Vermont
$3.56M +$3.57M +40,797 New
GWM
124
Geneos Wealth Management
Colorado
$3.55M +$247K +2,823 +7%
WS
125
Wela Strategies
Georgia
$3.53M +$175K +1,999 +5%

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.