Vanguard Intermediate-Term Bond ETF
BIV
404 hedge funds and large institutions have $9.35B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 42 closing their positions.
71% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 42
55% more funds holding in top 10
Funds holding in top 10: 20 → 31 (+11)
7% more funds holding
Funds holding: 379 → 404 (+25)
5% more capital invested
Capital invested by funds: $8.88B → $9.35B (+$477M)
1.14% less ownership
Funds ownership: 74.08% → 72.94% (-1.1%)
19% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$486M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$305M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$99.5M |
| 4 |
Morgan Stanley
New York
|
+$28.3M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$603M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$470M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$56.9M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$52.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$26.9M |
BIV Hedge Fund Activity: Q4 2018 in Review
404 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2018, worth a combined $9.35B — up 5.4% from $8.88B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BIV positions and 42 closed out — a net gain of 30 holders — while 120 added to existing stakes and 149 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $486M. The largest seller was Cornerstone Wealth Management, cutting an estimated $603M.
- 404 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2018, up from 379 in Q3 2018.
- Funds reported $9.35B of Vanguard Intermediate-Term Bond ETF stock for Q4 2018, up 5.4% quarter-over-quarter.
- 72 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2018 and 42 closed out, a net change of +30 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $486M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $603M sold.
Based on aggregated 13F filings for Q4 2018.