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Vanguard Intermediate-Term Bond ETF
BIV

404 hedge funds and large institutions have $9.35B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 120 increasing their positions, 149 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 42

55% more funds holding in top 10

Funds holding in top 10: 20 → 31 (+11)

7% more funds holding

Funds holding: 379 → 404 (+25)

5% more capital invested

Capital invested by funds: $8.88B → $9.35B (+$477M)

1.14% less ownership

Funds ownership: 74.08% → 72.94% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 149

Holders
404
Holders Change
+25
Holders Change %
+6.6%
% of All Funds
9%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.69%
New
72
Increased
120
Reduced
149
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$486M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$305M
3
TAIM
TD Ameritrade Investment Management
Nebraska
+$99.5M
4
Morgan Stanley
Morgan Stanley
New York
+$28.3M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$23.2M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$603M
2
Bank of America
Bank of America
North Carolina
-$470M
3
Wells Fargo
Wells Fargo
California
-$56.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$52.6M
5
Ameriprise
Ameriprise
Minnesota
-$26.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.21B -$470M -5,875,361 -10%
Wells Fargo
2
Wells Fargo
California
$902M -$56.9M -711,171 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$803M +$305M +3,810,828 +63%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$555M +$486M +6,063,858 +797%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$496M -$773K -9,656 -0.2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274M -$12.1M -150,800 -4%
Morgan Stanley
7
Morgan Stanley
New York
$143M +$28.3M +353,051 +25%
DDSF
8
Diana Davis Spencer Foundation
Maryland
$116M – – –
TAIM
9
TD Ameritrade Investment Management
Nebraska
$109M +$99.5M +1,242,200 +1,297%
LPL Financial
10
LPL Financial
California
$106M -$1.84M -22,934 -2%
Ameriprise
11
Ameriprise
Minnesota
$93.9M -$26.9M -336,330 -23%
AG
12
Advisor Group
Arizona
$78.6M +$22.6M +281,801 +41%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$55.2M +$23.2M +289,378 +74%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$55.1M +$8.13M +101,492 +18%
WCWM
15
Willow Creek Wealth Management
California
$54.6M -$5.75M -71,783 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$53.3M -$3.87M -48,353 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$52.9M +$2.01M +25,050 +4%
UBS Group
18
UBS Group
Switzerland
$49.9M +$8M +99,973 +19%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$44.9M +$2.58M +32,262 +6%
Comerica Bank
20
Comerica Bank
Texas
$37.8M -$3.8M -47,494 -9%
Stifel Financial
21
Stifel Financial
Missouri
$34.1M +$13.7M +170,875 +69%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$30.1M -$429K -5,356 -1%
Jane Street
23
Jane Street
New York
$28.2M +$22.4M +279,886 +421%
CFG
24
CMC Financial Group
Georgia
$27.1M +$26.7M +333,437 New
FPTW
25
Franklin, Parlapiano, Turner & Welch
Texas
$26.5M -$33.9K -423 -0.1%
1
2 3 4 5

BIV Hedge Fund Activity: Q4 2018 in Review

404 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2018, worth a combined $9.35B — up 5.4% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BIV positions and 42 closed out — a net gain of 30 holders — while 120 added to existing stakes and 149 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $486M. The largest seller was Cornerstone Wealth Management, cutting an estimated $603M.

  • 404 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2018, up from 379 in Q3 2018.
  • Funds reported $9.35B of Vanguard Intermediate-Term Bond ETF stock for Q4 2018, up 5.4% quarter-over-quarter.
  • 72 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2018 and 42 closed out, a net change of +30 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2018 was Beacon Capital Management Inc (Ohio), an estimated $486M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2018.