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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
Bank of America
1
Bank of America
North Carolina
$2.96B -$1.36B -16,514,407 -32%
Wells Fargo
2
Wells Fargo
California
$1.01B +$73.3M +890,814 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$739M -$88.3M -1,072,783 -11%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$517M +$3.39M +41,235 +0.7%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$285M +$1.5M +18,216 +0.5%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$169M -$396M -4,809,693 -70%
DDSF
7
Diana Davis Spencer Foundation
Maryland
$120M
LPL Financial
8
LPL Financial
California
$116M +$5.73M +69,583 +5%
Morgan Stanley
9
Morgan Stanley
New York
$114M -$33.4M -406,320 -23%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$110M -$2.01M -24,390 -2%
Ameriprise
11
Ameriprise
Minnesota
$100M +$4.18M +50,804 +4%
AG
12
Advisor Group
Arizona
$80.4M -$699K -8,497 -0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$65M +$7.94M +96,498 +14%
WCWM
14
Willow Creek Wealth Management
California
$54.1M -$2.24M -27,226 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$53.6M -$1.41M -17,096 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$53.5M -$1.03M -12,546 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$51M -$5.93M -72,050 -11%
UBS Group
18
UBS Group
Switzerland
$49.8M -$1.66M -20,217 -3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$49.3M +$2.91M +35,350 +6%
US Bancorp
20
US Bancorp
Minnesota
$42M +$20.1M +243,704 +95%
Comerica Bank
21
Comerica Bank
Texas
$40M +$1.4M +17,052 +4%
Stifel Financial
22
Stifel Financial
Missouri
$35.5M +$320K +3,884 +0.9%
PIMG
23
Patriot Investment Management Group
Tennessee
$32.2M +$31.6M +384,185 New
SB
24
Suntrust Banks
Georgia
$32M +$5.3M +64,437 +20%
FNBTCON
25
First National Bank & Trust Co of Newtown
Pennsylvania
$30.8M -$247K -3,006 -0.8%

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.