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Vanguard Intermediate-Term Bond ETF

406 hedge funds and large institutions have $8.54B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $8.39B → $8.54B (+$147M)

2.17% less ownership

Funds ownership: 68.04%65.87% (-2.2%)

3% less funds holding

Funds holding: 418406 (-12)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
8.9%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
32
Increased
176
Reduced
117
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
151
Miracle Mile Advisors
California
$1.66M -$1.89M -21,583 -53%
BOH
152
Bank of Hawaii
Hawaii
$1.64M +$20.7K +237 +1%
LC
153
LCNB Corp
Ohio
$1.59M +$109K +1,250 +7%
Creative Planning
154
Creative Planning
Kansas
$1.56M -$374K -4,279 -19%
CF
155
Centaurus Financial
California
$1.55M +$146K +1,667 +10%
FSA
156
Financial Sense Advisors
California
$1.52M +$1.51M +17,296 New
NG
157
Northstar Group
New York
$1.5M -$11.7K -134 -0.8%
CFGF
158
Compass Financial Group (Florida)
Florida
$1.47M -$125K -1,430 -8%
DSC
159
Duncker Streett & Co
Missouri
$1.47M -$49.8K -570 -3%
MAM
160
Meeder Asset Management
Ohio
$1.46M +$535K +6,128 +58%
KeyBank National Association
161
KeyBank National Association
Ohio
$1.42M +$1.31K +15 +0.1%
RJT
162
Raymond James Trust
Florida
$1.42M +$6.73K +77 +0.5%
LNC
163
Lincoln National Corp
Pennsylvania
$1.4M -$182K -2,088 -12%
WTFG
164
Wells Trecaso Financial Group
Ohio
$1.38M
IWM
165
IHT Wealth Management
Illinois
$1.31M -$331K -3,788 -20%
MIAN
166
Mariner Independent Advisor Network
Kansas
$1.25M +$194K +2,216 +18%
SIA
167
Strategic Investment Advisors
Michigan
$1.24M +$171K +1,957 +16%
CCM
168
Coe Capital Management
Illinois
$1.23M +$11.4K +130 +0.9%
BP
169
Ballentine Partners
Massachusetts
$1.21M
GWCM
170
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$116K +1,325 +11%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.18M
Bessemer Group
172
Bessemer Group
New Jersey
$1.15M +$175K +2,000 +18%
PCM
173
Parsons Capital Management
Rhode Island
$1.13M -$2.62K -30 -0.2%
AAP
174
Arax Advisory Partners
Colorado
$1.1M +$98.3K +1,125 +10%
CFGS
175
Concourse Financial Group Securities
Alabama
$1.08M -$4.49M -51,402 -81%

BIV Hedge Fund Activity: Q3 2019 in Review

406 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2019, worth a combined $8.54B — up 1.8% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIV and 32 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 176 added.

The largest buyer was Envestnet Asset Management, adding an estimated $74.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $119M.

  • 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2019, down from 418 in Q2 2019.
  • Funds reported $8.54B of Vanguard Intermediate-Term Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2019 and 40 closed out, a net change of -8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $74.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $119M sold.

Based on aggregated 13F filings for Q3 2019.