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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
AIM
151
Allen Investment Management
New York
$2.25M +$9.98K +114 +0.4%
APC
152
Aspire Private Capital
North Carolina
$2.15M +$14.5K +166 +0.7%
HFRG
153
Houlihan Financial Resource Group
Virginia
$2.14M +$2.15M +24,542 New
UBV
154
United Bank (Virginia)
Virginia
$2.13M
NA
155
NewEdge Advisors
Louisiana
$2.13M +$148K +1,685 +7%
Renaissance Technologies
156
Renaissance Technologies
New York
$2.07M +$1.71M +19,574 +474%
FHC
157
First Heartland Consultants
Missouri
$2.06M +$4.9K +56 +0.2%
AT
158
Arden Trust
Delaware
$2.05M -$32.1K -367 -2%
WCM
159
Washburn Capital Management
Florida
$2.02M +$2.03M +23,208 New
Creative Planning
160
Creative Planning
Kansas
$2.01M +$461K +5,262 +30%
BWM
161
BerganKDV Wealth Management
Minnesota
$1.91M +$197K +2,252 +11%
MAM
162
Meeder Asset Management
Ohio
$1.91M +$463K +5,282 +32%
BOH
163
Bank of Hawaii
Hawaii
$1.91M +$280K +3,203 +17%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$1.9M +$58.6K +669 +3%
VCM
165
Violich Capital Management
California
$1.82M +$26.3K +300 +1%
Invesco
166
Invesco
Georgia
$1.73M -$130K -1,488 -7%
LC
167
LCNB Corp
Ohio
$1.7M +$123K +1,400 +8%
SF
168
Summit Financial
New Jersey
$1.69M -$2.04M -23,268 -55%
MMA
169
Miracle Mile Advisors
California
$1.64M
PBF
170
Petix & Botte Financial
California
$1.51M +$1.51M +17,298 New
CFGF
171
Compass Financial Group (Florida)
Florida
$1.5M +$46.3K +529 +3%
NG
172
Northstar Group
New York
$1.5M +$17.5K +200 +1%
DSC
173
Duncker Streett & Co
Missouri
$1.47M +$16.6K +189 +1%
KeyBank National Association
174
KeyBank National Association
Ohio
$1.46M +$47.4K +541 +3%
LNC
175
Lincoln National Corp
Pennsylvania
$1.45M +$65.1K +744 +5%

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.