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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
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$7.28M +$6.05M +66,065 +546%
JP Morgan Chase
102
JP Morgan Chase
New York
$7.07M +$1.34M +14,650 +24%
AI
103
Atria Investments
North Carolina
$7.01M +$6.88M +75,178 New
DE
104
Day & Ennis
Georgia
$6.94M -$491K -5,364 -7%
HI
105
Human Investing
Oregon
$6.73M +$2.03M +22,134 +44%
AWS
106
AJ Wealth Strategies
New York
$6.71M +$963K +10,526 +17%
SW
107
SVB Wealth
Massachusetts
$6.65M +$3.13M +34,221 +92%
CW
108
CreativeOne Wealth
Kansas
$6.57M +$773K +8,450 +14%
NC
109
NewSquare Capital
Pennsylvania
$6.56M -$117K -1,279 -2%
CWM
110
Cornerstone Wealth Management
Missouri
$6.46M -$205K -2,238 -3%
AMG
111
Asset Management Group
Connecticut
$6.21M -$29.3K -320 -0.5%
WF
112
Welch & Forbes
Massachusetts
$6.14M +$22K +240 +0.4%
Barclays
113
Barclays
United Kingdom
$6.05M +$5.94M +64,921 New
BHWM
114
Bay Harbor Wealth Management
Maryland
$6.01M -$100K -1,093 -2%
M&T Bank
115
M&T Bank
New York
$5.9M -$454K -4,963 -7%
PRWA
116
Platte River Wealth Advisors
Colorado
$5.89M +$5.78M +63,146 New
BCM
117
Brookstone Capital Management
Illinois
$5.62M -$500K -5,462 -8%
Betterment LLC
118
Betterment LLC
New York
$5.54M +$899K +9,822 +20%
AIP
119
Ameritas Investment Partners
Nebraska
$5.42M +$236K +2,583 +5%
BRC
120
BHF RG Capital
Arizona
$5.39M +$5.3M +57,852 New
MAM
121
Meeder Asset Management
Ohio
$5.19M +$1.61M +17,567 +46%
BWM
122
Brickley Wealth Management
California
$5.09M -$99.9K -1,091 -2%
FAIM
123
Financial Advocates Investment Management
Washington
$5.07M +$227K +2,476 +5%
SL
124
Systelligence LLC
Minnesota
$5M +$3.73M +40,731 +314%
Deutsche Bank
125
Deutsche Bank
Germany
$4.92M +$1.05M +11,489 +28%

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.