We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

497 hedge funds and large institutions have $7.02B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

26% more funds holding in top 10

Funds holding in top 10: 3443 (+9)

15% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 163

4% more funds holding

Funds holding: 477497 (+20)

6.22% less ownership

Funds ownership: 65.91%59.69% (-6.2%)

21% less capital invested

Capital invested by funds: $8.89B → $7.02B (-$1.88B)

Holders
497
Holders Change
+20
Holders Change %
+4.19%
% of All Funds
10.95%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
79
Increased
188
Reduced
163
Closed
49
Calls
$1.12M
Puts
Net Calls
+$1.12M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.23B -$1.96B -22,137,233 -62%
Wells Fargo
2
Wells Fargo
California
$926M -$150M -1,695,180 -14%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$922M -$12.5M -140,494 -1%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$559M -$18.1M -203,578 -3%
Citadel Advisors
5
Citadel Advisors
Florida
$241M +$232M +2,619,004 +3,235%
Morgan Stanley
6
Morgan Stanley
New York
$213M +$69.9M +787,617 +49%
LPL Financial
7
LPL Financial
California
$174M +$14.5M +163,641 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$141M +$145M +1,638,992 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$139M +$35.7M +402,856 +35%
Ameriprise
10
Ameriprise
Minnesota
$134M -$11.7M -131,771 -8%
DDSF
11
Diana Davis Spencer Foundation
Maryland
$127M
US Bancorp
12
US Bancorp
Minnesota
$100M +$9.32M +105,074 +10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$86.3M +$12.4M +139,500 +17%
SI
14
Stephens Inc
Arkansas
$82.6M +$54.7M +616,683 +200%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76.9M +$3.01M +33,975 +4%
UBS Group
16
UBS Group
Switzerland
$63.7M -$458K -5,163 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$54M -$2.27M -25,566 -4%
BSW
18
Buckingham Strategic Wealth
Missouri
$48.5M +$31.5M +354,559 +188%
WCWM
19
Willow Creek Wealth Management
California
$48.4M -$5.99M -67,473 -11%
Jane Street
20
Jane Street
New York
$44.2M +$42.8M +482,329 +3,866%
Comerica Bank
21
Comerica Bank
Texas
$43.7M -$149K -1,677 -0.3%
Truist Financial
22
Truist Financial
North Carolina
$41.8M -$4.03M -45,394 -9%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.8M -$282M -3,180,059 -87%
Stifel Financial
24
Stifel Financial
Missouri
$40.1M -$428K -4,826 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$38.5M +$1.65M +18,556 +5%

BIV Hedge Fund Activity: Q1 2020 in Review

497 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2020, worth a combined $7.02B — down 21% from $8.89B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BIV positions and 49 closed out — a net gain of 30 holders — while 188 added to existing stakes and 163 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $232M. The largest seller was Bank of America, cutting an estimated $1.96B.

  • 497 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2020, up from 477 in Q4 2019.
  • Funds reported $7.02B of Vanguard Intermediate-Term Bond ETF stock for Q1 2020, down 21% quarter-over-quarter.
  • 79 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2020 and 49 closed out, a net change of +30 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2020 was Citadel Advisors, an estimated $232M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.96B sold.

Based on aggregated 13F filings for Q1 2020.