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Vanguard Intermediate-Term Bond ETF
BIV

497 hedge funds and large institutions have $7.02B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

26% more funds holding in top 10

Funds holding in top 10: 34 → 43 (+9)

15% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 163

4% more funds holding

Funds holding: 477 → 497 (+20)

6.22% less ownership

Funds ownership: 65.91% → 59.69% (-6.2%)

21% less capital invested

Capital invested by funds: $8.89B → $7.02B (-$1.88B)

Holders
497
Holders Change
+20
Holders Change %
+4.19%
% of All Funds
10.95%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
79
Increased
188
Reduced
163
Closed
49
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$1.12M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$232M
2
Morgan Stanley
Morgan Stanley
New York
+$69.9M
3
SI
Stephens Inc
Arkansas
+$54.7M
4
Jane Street
Jane Street
New York
+$42.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.96B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$282M
3
Wells Fargo
Wells Fargo
California
-$150M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$104M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$82.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
126
Sunesis Advisors
Kansas
$3.06M – – –
AP
127
Advisors Preferred
Maryland
$3.05M +$3.03M +34,123 New
FLI
128
Family Legacy Inc
South Carolina
$3.05M +$4.88K +55 +0.2%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$3.04M -$736K -8,300 -20%
SCA
130
Snowden Capital Advisors
New York
$2.94M +$2.7M +30,483 +1,232%
BAM
131
Baldrige Asset Management
Pennsylvania
$2.94M -$250K -2,816 -8%
C
132
Clearshares
New York
$2.91M -$1.75M -19,676 -38%
SF
133
Synovus Financial
Georgia
$2.91M +$2.78M +31,298 +2,478%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$2.88M – – –
AAM
135
Aureus Asset Management
Massachusetts
$2.8M -$101K -1,135 -3%
WFPG
136
Waller Financial Planning Group
Ohio
$2.77M +$1.9M +21,443 +223%
BWA
137
BDO Wealth Advisors
Florida
$2.77M -$142K -1,595 -5%
I
138
IberiaBank
Louisiana
$2.67M +$39.1K +441 +1%
TPCW
139
TD Private Client Wealth
New York
$2.54M -$917K -10,341 -27%
CA
140
Continuum Advisory
Idaho
$2.52M +$2.23M +25,138 +782%
DC
141
Davenport & Co
Virginia
$2.52M -$1.45M -16,394 -37%
BC
142
Brio Consultants
California
$2.51M +$162K +1,825 +7%
SPC
143
Sigma Planning Corp
Michigan
$2.39M -$470K -5,303 -17%
HFRG
144
Houlihan Financial Resource Group
Virginia
$2.39M +$193K +2,173 +9%
BCMIO
145
Beacon Capital Management Inc (Ohio)
Ohio
$2.38M -$104M -1,172,605 -98%
NA
146
NewEdge Advisors
Louisiana
$2.37M +$187K +2,103 +9%
PFBT
147
Parkside Financial Bank & Trust
Missouri
$2.33M -$389K -4,389 -14%
Renaissance Technologies
148
Renaissance Technologies
New York
$2.31M +$195K +2,200 +9%
NFG
149
Next Financial Group
Texas
$2.27M -$2.52M -28,429 -53%
PCM
150
Penserra Capital Management
California
$2.26M +$2.2M +24,822 New
4 5
6
7 8

BIV Hedge Fund Activity: Q1 2020 in Review

497 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2020, worth a combined $7.02B — down 21% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BIV positions and 49 closed out — a net gain of 30 holders — while 188 added to existing stakes and 163 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $232M. The largest seller was Bank of America, cutting an estimated $1.96B.

  • 497 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2020, up from 477 in Q4 2019.
  • Funds reported $7.02B of Vanguard Intermediate-Term Bond ETF stock for Q1 2020, down 21% quarter-over-quarter.
  • 79 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2020 and 49 closed out, a net change of +30 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2020 was Citadel Advisors, an estimated $232M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.96B sold.

Based on aggregated 13F filings for Q1 2020.