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Vanguard Intermediate-Term Bond ETF

396 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 135 increasing their positions, 158 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 36

2% less funds holding

Funds holding: 404396 (-8)

4.48% less ownership

Funds ownership: 72.94%68.46% (-4.5%)

15% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 158

16% less capital invested

Capital invested by funds: $9.35B → $7.89B (-$1.46B)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
396
Holders Change
-8
Holders Change %
-1.98%
% of All Funds
8.57%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.56%
New
35
Increased
135
Reduced
158
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
SNS Financial Group
Minnesota
$705K -$79.9K -970 -10%
IA
202
IFP Advisors
Florida
$696K -$529K -6,431 -44%
GSWM
203
Golden State Wealth Management
California
$684K +$671K +8,148 New
SCG
204
Sonata Capital Group
Washington
$658K +$34.6K +420 +6%
Lido Advisors
205
Lido Advisors
California
$643K +$59K +717 +10%
GIM
206
Goelzer Investment Management
Indiana
$638K +$42.3K +514 +7%
KA
207
Kovack Advisors
Florida
$621K -$19.9K -242 -3%
FPFS
208
First Personal Financial Services
North Carolina
$617K -$42.1K -511 -6%
GJIC
209
Gamble Jones Investment Counsel
California
$614K
BRWM
210
B. Riley Wealth Management
Tennessee
$592K -$9.65M -117,234 -94%
SPIA
211
Steward Partners Investment Advisory
New York
$567K +$10.8K +131 +2%
NAS
212
Nicolet Advisory Services
Wisconsin
$566K +$555K +6,739 New
NWM
213
Northwest Wealth Management
Iowa
$548K
BS
214
Boenning & Scattergood
Pennsylvania
$547K -$8.15K -99 -1%
PS
215
Portfolio Solutions
Michigan
$546K +$35.3K +429 +7%
DADC
216
D.A. Davidson & Co
Montana
$544K -$83.6K -1,015 -14%
BCA
217
Bay Colony Advisors
Massachusetts
$534K +$522K +6,345 New
CCM
218
Coe Capital Management
Illinois
$526K +$171K +2,074 +49%
JIC
219
Joel Isaacson & Co
New York
$525K +$41.2K +500 +9%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$522K
FHA
221
Flagship Harbor Advisors
Massachusetts
$518K -$16.8K -204 -3%
AA
222
Ancora Advisors
Ohio
$517K -$118K -1,439 -19%
CFC
223
Coyle Financial Counsel
Illinois
$514K +$23.4K +284 +5%
MFT
224
Moisand Fitzgerald Tamayo
Florida
$513K -$69.6K -846 -12%
SMC
225
Smith, Moore & Co
Missouri
$485K +$31.9K +388 +7%

BIV Hedge Fund Activity: Q1 2019 in Review

396 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2019, worth a combined $7.89B — down 16% from $9.35B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of BIV and 35 opened new positions — a net loss of 1 holder — while 158 trimmed existing stakes and 135 added.

The largest buyer was Wells Fargo, adding an estimated $73.3M. The largest seller was Bank of America, cutting an estimated $1.36B.

  • 396 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2019, down from 404 in Q4 2018.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q1 2019, down 16% quarter-over-quarter.
  • 35 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2019 and 36 closed out, a net change of -1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2019 was Wells Fargo, an estimated $73.3M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2019 was Bank of America, an estimated $1.36B sold.

Based on aggregated 13F filings for Q1 2019.