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Vanguard Intermediate-Term Bond ETF
BIV

560 hedge funds and large institutions have $8.65B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 97 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $241K

201% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 97

168% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $7.68B → $8.65B (+$969M)

6% more funds holding

Funds holding: 527 → 560 (+33)

5% more funds holding in top 10

Funds holding in top 10: 60 → 63 (+3)

0.77% less ownership

Funds ownership: 59.22% → 58.45% (-0.77%)

Holders
560
Holders Change
+33
Holders Change %
+6.26%
% of All Funds
11.3%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
67
Increased
292
Reduced
97
Closed
25
Calls
$1.78M
Puts
$241K
Net Calls
+$1.53M
Net Calls Change
+$1.19M

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97.4M
3
Bank of America
Bank of America
North Carolina
+$94.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.5M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$61.2M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.6M
3
WCWM
Willow Creek Wealth Management
California
-$47.6M
4
FIA
Foundations Investment Advisors
Arizona
-$43.8M
5
PIMG
Patriot Investment Management Group
Tennessee
-$36.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$2.87M +$1.07M +11,393 +59%
V
177
Veritable
Delaware
$2.84M +$2.34M +25,004 +466%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$2.82M +$342K +3,657 +14%
BWA
179
BDO Wealth Advisors
Florida
$2.8M +$25.9K +277 +0.9%
ETS
180
ESL Trust Services
New York
$2.77M +$542K +5,785 +24%
ABC
181
Associated Banc-Corp
Wisconsin
$2.72M +$233K +2,488 +9%
FHC
182
First Horizon Corporation
Tennessee
$2.68M +$2.69M +28,687 New
LWM
183
Loveless Wealth Management
Montana
$2.67M +$1.87M +19,923 +230%
GL
184
Graypoint LLC
New York
$2.67M +$2.67M +28,550 New
BWA
185
Beam Wealth Advisors
Louisiana
$2.66M +$28.8K +307 +1%
CAGAS
186
Capital Advisory Group Advisory Services
Minnesota
$2.66M +$11.2K +120 +0.4%
APC
187
Aspire Private Capital
North Carolina
$2.65M +$117K +1,253 +5%
GFPC
188
Global Financial Private Client
Florida
$2.62M +$89.6K +957 +4%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$2.58M +$119K +1,273 +5%
HIM
190
Hanlon Investment Management
New Jersey
$2.57M +$2.58M +27,528 New
EWMCB
191
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.57M +$2.58M +27,519 New
SPC
192
Sigma Planning Corp
Michigan
$2.56M +$252K +2,692 +11%
FHC
193
First Heartland Consultants
Missouri
$2.48M +$202K +2,157 +9%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$2.44M +$1.81M +19,364 +289%
PCG
195
Private Capital Group
Connecticut
$2.41M +$95.2K +1,016 +4%
MA
196
Mutual Advisors
Nebraska
$2.4M -$228K -2,436 -9%
SFA
197
Semmax Financial Advisors
North Carolina
$2.38M +$253K +2,700 +12%
FA
198
Fagan Associates
New York
$2.36M +$9.37K +100 +0.4%
SIA
199
Strategic Investment Advisors
Michigan
$2.35M +$261K +2,789 +13%
MIM
200
Moseley Investment Management
Florida
$2.33M +$885K +9,451 +61%
6 7
8
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BIV Hedge Fund Activity: Q3 2020 in Review

560 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2020, worth a combined $8.65B — up 13% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BIV positions and 25 closed out — a net gain of 42 holders — while 292 added to existing stakes and 97 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $149M. The largest seller was Wells Fargo, cutting an estimated $61.2M.

  • 560 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2020, up from 527 in Q2 2020.
  • Funds reported $8.65B of Vanguard Intermediate-Term Bond ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 67 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2020 and 25 closed out, a net change of +42 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $149M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2020 was Wells Fargo, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2020.