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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
176
Steward Partners Investment Advisory
New York
$1M +$409K +4,837 +72%
Thrivent Financial for Lutherans
177
Thrivent Financial for Lutherans
Minnesota
$997K
AAP
178
Arax Advisory Partners
Colorado
$980K +$958K +11,335 New
BC
179
Brio Consultants
California
$973K +$735K +8,705 +342%
Bessemer Group
180
Bessemer Group
New Jersey
$958K +$857K +10,147 +1,090%
ACM
181
AlphaStar Capital Management
North Carolina
$953K +$37.5K +444 +4%
LWM
182
Lenox Wealth Management
Ohio
$930K -$31.3K -370 -3%
GVAG
183
Great Valley Advisor Group
Delaware
$922K
AFA
184
Arlington Financial Advisors
California
$915K +$91.4K +1,082 +11%
MAM
185
Meeder Asset Management
Ohio
$907K +$468K +5,541 +112%
BF
186
BOK Financial
Oklahoma
$888K -$172K -2,040 -17%
MAM
187
Marquette Asset Management
Minnesota
$884K
SFM
188
Signet Financial Management
New Jersey
$883K -$191K -2,264 -18%
SPC
189
Sigma Planning Corp
Michigan
$872K +$129K +1,531 +18%
RW
190
REDW Wealth
New Mexico
$857K -$4.98K -59 -0.6%
LFAS
191
Level Four Advisory Services
Texas
$845K -$46.8K -554 -5%
CA
192
Cetera Advisors
Colorado
$830K +$50K +592 +7%
FWIA
193
Fort Washington Investment Advisors
Ohio
$827K
IWC
194
Integrated Wealth Concepts
Massachusetts
$825K -$18.4K -218 -2%
GWMIA
195
Global Wealth Management Investment Advisory
Florida
$825K +$422 +5 +0.1%
ABC
196
Associated Banc-Corp
Wisconsin
$801K -$7.35K -87 -0.9%
CWP
197
Capital Wealth Planning
Florida
$801K +$782K +9,258 New
KWM
198
Kingsview Wealth Management
Oregon
$777K -$73.2K -867 -9%
RC
199
Roundview Capital
New Jersey
$772K +$760 +9 +0.1%
RMA
200
Roffman Miller Associates
Pennsylvania
$762K -$321K -3,797 -30%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.