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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
TPCW
126
TD Private Client Wealth
New York
$3.38M +$3.4M +38,791 New
WLIM
127
White Lighthouse Investment Management
Massachusetts
$3.37M -$18.8K -215 -0.6%
SS
128
Simplicity Solutions
Minnesota
$3.35M +$1.08M +12,280 +47%
BAM
129
Baldrige Asset Management
Pennsylvania
$3.12M -$52.1K -595 -2%
IAA
130
Independent Advisor Alliance
North Carolina
$3.08M +$3.09M +35,268 New
SA
131
Sunesis Advisors
Kansas
$2.98M +$88 +1 +0%
FLI
132
Family Legacy Inc
South Carolina
$2.98M +$914K +10,440 +44%
BWA
133
BDO Wealth Advisors
Florida
$2.84M -$168K -1,921 -6%
AAM
134
Aureus Asset Management
Massachusetts
$2.83M
Barclays
135
Barclays
United Kingdom
$2.81M -$17.5K -200 -0.6%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$2.81M
SPC
137
Sigma Planning Corp
Michigan
$2.79M +$1.95M +22,239 +227%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$2.66M +$767K +8,761 +40%
I
139
IberiaBank
Louisiana
$2.57M -$75.6K -863 -3%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$2.56M +$2.56M +29,291 New
TI
141
tru Independence
Oregon
$2.55M +$2.5M +28,549 New
Prudential Financial
142
Prudential Financial
New Jersey
$2.5M +$435K +4,963 +21%
CIA
143
Capital Investment Advisors
Georgia
$2.47M +$317K +3,615 +15%
JP Morgan Chase
144
JP Morgan Chase
New York
$2.42M +$393K +4,493 +19%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$2.39M +$36.7K +419 +2%
SFA
146
Semmax Financial Advisors
North Carolina
$2.38M -$39.2K -448 -2%
JWCA
147
J.W. Cole Advisors
Florida
$2.36M +$2.37M +27,043 New
JCM
148
Jacobsen Capital Management
Utah
$2.33M +$54.6K +624 +2%
PCG
149
Private Capital Group
Connecticut
$2.32M -$5.55M -63,380 -70%
BC
150
Brio Consultants
California
$2.29M +$212K +2,425 +10%

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.