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Vanguard Intermediate-Term Bond ETF

527 hedge funds and large institutions have $7.68B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 211 increasing their positions, 153 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 4360 (+17)

38% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 153

9% more capital invested

Capital invested by funds: $7.02B → $7.68B (+$661M)

6% more funds holding

Funds holding: 497527 (+30)

0.47% less ownership

Funds ownership: 59.69%59.22% (-0.47%)

Holders
527
Holders Change
+30
Holders Change %
+6.04%
% of All Funds
10.81%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.23%
New
71
Increased
211
Reduced
153
Closed
38
Calls
$345K
Puts
Net Calls
+$345K
Net Calls Change
-$772K
Name Holding Trade Value Shares
Change
Change in
Stake
BOH
176
Bank of Hawaii
Hawaii
$2.29M +$311K +3,402 +16%
NA
177
NewEdge Advisors
Louisiana
$2.28M -$188K -2,052 -8%
FHC
178
First Heartland Consultants
Missouri
$2.27M +$36.2K +396 +2%
JWCA
179
J.W. Cole Advisors
Florida
$2.26M +$2.22M +24,229 New
OWA
180
Outlook Wealth Advisors
Texas
$2.24M +$661K +7,217 +43%
ETS
181
ESL Trust Services
New York
$2.23M -$29.3M -319,825 -93%
UBV
182
United Bank (Virginia)
Virginia
$2.16M
Thrivent Financial for Lutherans
183
Thrivent Financial for Lutherans
Minnesota
$2.16M
AIM
184
Allen Investment Management
New York
$2.15M -$159K -1,739 -7%
SFA
185
Semmax Financial Advisors
North Carolina
$2.13M +$19.3K +211 +0.9%
BWM
186
BerganKDV Wealth Management
Minnesota
$2.11M +$427K +4,664 +26%
MAFM
187
Mid Atlantic Financial Management
Pennsylvania
$2.09M +$138K +1,504 +7%
AAP
188
Arax Advisory Partners
Colorado
$2.09M +$738K +8,064 +56%
SIA
189
Strategic Investment Advisors
Michigan
$2.08M +$376K +4,111 +23%
AA
190
Ancora Advisors
Ohio
$1.99M +$1.27M +13,868 +186%
EH
191
Equitable Holdings
New York
$1.98M +$943K +10,300 +94%
Creative Planning
192
Creative Planning
Kansas
$1.88M -$322K -3,514 -15%
SPIA
193
Steward Partners Investment Advisory
New York
$1.86M +$1.48M +16,140 +420%
SF
194
Summit Financial
New Jersey
$1.85M -$50.5K -552 -3%
CA
195
Cetera Advisors
Colorado
$1.82M +$447K +4,885 +33%
Bessemer Group
196
Bessemer Group
New Jersey
$1.8M +$437K +4,777 +33%
SGAM
197
Stephens Group Asset Management
Arkansas
$1.78M +$1.75M +19,135 New
PWM
198
PBMares Wealth Management
Virginia
$1.73M -$1.1K -12 -0.1%
SWP
199
Stratos Wealth Partners
Ohio
$1.73M -$23.4K -256 -1%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$1.72M -$703K -7,682 -29%

BIV Hedge Fund Activity: Q2 2020 in Review

527 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2020, worth a combined $7.68B — up 9.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BIV positions and 38 closed out — a net gain of 33 holders — while 211 added to existing stakes and 153 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $111M. The largest seller was Citadel Advisors, exiting entirely with an estimated $241M sold.

  • 527 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2020, up from 497 in Q1 2020.
  • Funds reported $7.68B of Vanguard Intermediate-Term Bond ETF stock for Q2 2020, up 9.4% quarter-over-quarter.
  • 71 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2020 and 38 closed out, a net change of +33 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2020 was Beacon Capital Management Inc (Ohio), an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2020 was Citadel Advisors, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2020.