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Vanguard Intermediate-Term Bond ETF

478 hedge funds and large institutions have $8.9B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 214 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 29

140% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 89

40% more funds holding in top 10

Funds holding in top 10: 2535 (+10)

17% more funds holding

Funds holding: 407478 (+71)

4% more capital invested

Capital invested by funds: $8.54B → $8.9B (+$358M)

0.03% more ownership

Funds ownership: 65.94%65.97% (+0.03%)

Holders
478
Holders Change
+71
Holders Change %
+17.44%
% of All Funds
9.42%
Holding in Top 10
35
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+40%
% of All Funds
0.69%
New
104
Increased
214
Reduced
89
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
201
Integrated Wealth Concepts
Massachusetts
$1.12M +$97.1K +1,109 +9%
PCM
202
Parsons Capital Management
Rhode Island
$1.12M
Bessemer Group
203
Bessemer Group
New Jersey
$1.11M -$35K -400 -3%
DADC
204
D.A. Davidson & Co
Montana
$1.1M +$440K +5,029 +66%
Jane Street
205
Jane Street
New York
$1.09M -$9.53M -108,856 -90%
CCM
206
Coe Capital Management
Illinois
$1.07M -$143K -1,632 -12%
LSA
207
Lion Street Advisors
Texas
$1.07M +$1.07M +12,251 New
EP
208
Eudaimonia Partners
Tennessee
$1.05M +$1.06M +12,071 New
AFA
209
Arlington Financial Advisors
California
$964K +$8.84K +101 +0.9%
AIM
210
Anchor Investment Management
South Carolina
$959K -$57.2K -653 -6%
PG
211
Patten Group
Tennessee
$947K +$260K +2,972 +38%
LWM
212
Lenox Wealth Management
Ohio
$930K +$21.5K +246 +2%
WAG
213
Winthrop Advisory Group
Massachusetts
$921K +$925K +10,564 New
MAM
214
Marquette Asset Management
Minnesota
$891K
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$877K +$29.4K +336 +3%
RW
216
REDW Wealth
New Mexico
$861K +$3.59K +41 +0.4%
SCG
217
Sonata Capital Group
Washington
$853K +$8.32K +95 +1%
CA
218
Calton & Associates
Florida
$843K +$580K +6,619 +217%
WFPG
219
Waller Financial Planning Group
Ohio
$837K +$46.3K +529 +6%
Millennium Management
220
Millennium Management
New York
$835K +$838K +9,572 New
MA
221
Mutual Advisors
Nebraska
$831K -$1.68M -19,179 -67%
FWIA
222
Fort Washington Investment Advisors
Ohio
$829K
CA
223
Cetera Advisors
Colorado
$828K +$78.7K +899 +10%
RC
224
Roundview Capital
New Jersey
$817K +$38.6K +441 +5%
PFC
225
Poplar Forest Capital
California
$811K +$217K +2,480 +36%

BIV Hedge Fund Activity: Q4 2019 in Review

478 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2019, worth a combined $8.9B — up 4.2% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BIV positions and 29 closed out — a net gain of 75 holders — while 214 added to existing stakes and 89 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $55.2M. The largest seller was Susquehanna International Group, cutting an estimated $12.3M.

  • 478 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2019, up from 407 in Q3 2019.
  • Funds reported $8.9B of Vanguard Intermediate-Term Bond ETF stock for Q4 2019, up 4.2% quarter-over-quarter.
  • 104 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2019 and 29 closed out, a net change of +75 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $55.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2019 was Susquehanna International Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2019.