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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
MMA
201
Miracle Mile Advisors
California
$1.72M
MCM
202
Maryland Capital Management
Maryland
$1.71M +$1.68M +18,389 New
CRWM
203
Castle Rock Wealth Management
California
$1.68M +$118K +1,293 +8%
BS
204
Boenning & Scattergood
Pennsylvania
$1.63M +$103K +1,121 +7%
MW
205
Marcum Wealth
Ohio
$1.6M +$192K +2,095 +14%
CFGF
206
Compass Financial Group (Florida)
Florida
$1.6M +$7.14K +78 +0.5%
DSC
207
Duncker Streett & Co
Missouri
$1.59M +$28.6K +312 +2%
CIA
208
Capital Investment Advisors
Georgia
$1.58M -$64.1K -700 -4%
NG
209
Northstar Group
New York
$1.58M
DW
210
Domani Wealth
Pennsylvania
$1.57M
Fidelity Investments
211
Fidelity Investments
Massachusetts
$1.56M +$703K +7,677 +85%
HWMG
212
Hurlow Wealth Management Group
Indiana
$1.56M +$1.53M +16,681 New
Invesco
213
Invesco
Georgia
$1.53M -$41.6K -454 -3%
EWA
214
EP Wealth Advisors
California
$1.51M -$3.02K -33 -0.2%
KeyBank National Association
215
KeyBank National Association
Ohio
$1.5M +$60.2K +658 +4%
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.5M +$96.8K +1,058 +7%
RJT
217
Raymond James Trust
Florida
$1.46M -$60.7K -663 -4%
MIM
218
Moseley Investment Management
Florida
$1.45M +$369K +4,028 +35%
PFG
219
Pacific Financial Group
Washington
$1.44M -$41.3K -451 -3%
CF
220
Centaurus Financial
California
$1.42M -$607K -6,635 -30%
GWCM
221
Godshalk Welsh Capital Management
Pennsylvania
$1.42M +$18.3K +200 +1%
SIM
222
Sadoff Investment Management
Wisconsin
$1.4M
PG
223
Patten Group
Tennessee
$1.39M +$220K +2,405 +19%
ACM
224
AlphaStar Capital Management
North Carolina
$1.39M +$156K +1,702 +13%
ECM
225
ETrade Capital Management
Virginia
$1.39M -$11.5K -126 -0.8%

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.