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Vanguard Intermediate-Term Bond ETF

406 hedge funds and large institutions have $8.54B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 176 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 117

2% more capital invested

Capital invested by funds: $8.39B → $8.54B (+$147M)

2.17% less ownership

Funds ownership: 68.04%65.87% (-2.2%)

3% less funds holding

Funds holding: 418406 (-12)

8% less funds holding in top 10

Funds holding in top 10: 2624 (-2)

20% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 40

Holders
406
Holders Change
-12
Holders Change %
-2.87%
% of All Funds
8.9%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.53%
New
32
Increased
176
Reduced
117
Closed
40
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
$3.16B +$34.1M +390,677 +1%
Wells Fargo
2
Wells Fargo
California
$1.06B -$25.7M -294,533 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$873M +$74.7M +855,411 +9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$554M +$7.06M +80,765 +1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$264M -$119M -1,362,577 -31%
LPL Financial
6
LPL Financial
California
$141M +$12.8M +146,732 +10%
Ameriprise
7
Ameriprise
Minnesota
$137M +$4.48M +51,236 +3%
DDSF
8
Diana Davis Spencer Foundation
Maryland
$125M
Morgan Stanley
9
Morgan Stanley
New York
$124M -$1.96M -22,394 -2%
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$118M -$4.78M -54,734 -4%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$113M -$4.84M -55,368 -4%
AG
12
Advisor Group
Arizona
$84.4M +$1.17M +13,431 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$84M +$9.31M +106,580 +13%
US Bancorp
14
US Bancorp
Minnesota
$78.6M +$2.16M +24,710 +3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$68.7M +$3.99M +45,640 +6%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$60.5M +$4.7M +53,823 +9%
UBS Group
17
UBS Group
Switzerland
$56.9M +$2.85M +32,670 +5%
WCWM
18
Willow Creek Wealth Management
California
$53.6M -$1.61M -18,452 -3%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$53.3M +$604K +6,910 +1%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$51.7M +$1.63M +18,656 +3%
SB
21
Suntrust Banks
Georgia
$42.1M +$2.1M +23,988 +5%
Comerica Bank
22
Comerica Bank
Texas
$41.3M +$3.67M +42,044 +10%
Stifel Financial
23
Stifel Financial
Missouri
$39.1M +$4.01M +45,950 +12%
PIMG
24
Patriot Investment Management Group
Tennessee
$34.3M +$163K +1,869 +0.5%
FNBTCON
25
First National Bank & Trust Co of Newtown
Pennsylvania
$32.4M +$962K +11,006 +3%

BIV Hedge Fund Activity: Q3 2019 in Review

406 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2019, worth a combined $8.54B — up 1.8% from $8.39B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BIV and 32 opened new positions — a net loss of 8 holders — while 117 trimmed existing stakes and 176 added.

The largest buyer was Envestnet Asset Management, adding an estimated $74.7M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $119M.

  • 406 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2019, down from 418 in Q2 2019.
  • Funds reported $8.54B of Vanguard Intermediate-Term Bond ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 32 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2019 and 40 closed out, a net change of -8 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $74.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2019 was Manulife (Manufacturers Life Insurance), an estimated $119M sold.

Based on aggregated 13F filings for Q3 2019.