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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
151
JP Morgan Chase
New York
$1.45M -$1.22M -14,802 -46%
NG
152
Northstar Group
New York
$1.44M
HPC
153
Hobart Private Capital
North Carolina
$1.42M -$1.32K -16 -0.1%
LC
154
LCNB Corp
Ohio
$1.41M -$17.1K -208 -1%
FLA
155
Financial Life Advisors
Texas
$1.41M -$2.16M -26,222 -61%
FLI
156
Family Legacy Inc
South Carolina
$1.4M -$21.9K -266 -2%
RJT
157
Raymond James Trust
Florida
$1.4M +$90.6K +1,101 +7%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$1.37M -$118K -1,436 -8%
AMG
159
Asset Management Group
Connecticut
$1.36M -$38.4K -466 -3%
LNC
160
Lincoln National Corp
Pennsylvania
$1.33M -$221K -2,689 -14%
AWM
161
AE Wealth Management
Kansas
$1.31M +$393K +4,779 +44%
HL
162
HeadInvest LLC
Maine
$1.3M -$730K -8,870 -36%
TPWA
163
TRUE Private Wealth Advisors
Oregon
$1.15M -$51.7K -628 -4%
PCM
164
Parsons Capital Management
Rhode Island
$1.14M -$18.1K -220 -2%
SS
165
Simplicity Solutions
Minnesota
$1.11M -$102K -1,242 -9%
Vanguard Group
166
Vanguard Group
Pennsylvania
$1.07M +$21.9K +266 +2%
BP
167
Ballentine Partners
Massachusetts
$1.07M -$1.42M -17,207 -58%
RMA
168
Roffman Miller Associates
Pennsylvania
$1.06M -$71.1K -864 -6%
SFM
169
Signet Financial Management
New Jersey
$1.04M -$342K -4,152 -25%
BF
170
BOK Financial
Oklahoma
$1.03M -$340K -4,129 -25%
FAIM
171
Financial Advocates Investment Management
Washington
$1.03M +$5.02K +61 +0.5%
GWCM
172
Godshalk Welsh Capital Management
Pennsylvania
$1.02M +$41.2K +500 +4%
AIM
173
Anchor Investment Management
South Carolina
$994K -$37.9K -460 -4%
LWM
174
Lenox Wealth Management
Ohio
$934K -$31.5K -383 -3%
Prudential Financial
175
Prudential Financial
New Jersey
$928K +$355K +4,318 +64%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.