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Vanguard Intermediate-Term Bond ETF
BIV

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: 43 → 60 (+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: 497 → 527 (+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

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$111M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$105M
3
CL
Cabana LLC
Arkansas
+$50.8M
4
Ameriprise
Ameriprise
Minnesota
+$48.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$241M
2
Wells Fargo
Wells Fargo
California
-$71.3M
3
Bank of America
Bank of America
North Carolina
-$34.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.1M
5
Jones Financial Companies
Jones Financial Companies
Missouri
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.25B -$34.1M -372,370 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.01B +$43.3M +473,474 +5%
Wells Fargo
3
Wells Fargo
California
$893M -$71.3M -779,527 -8%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$553M -$32.1M -350,180 -6%
Morgan Stanley
5
Morgan Stanley
New York
$224M +$1.53M +16,720 +0.7%
LPL Financial
6
LPL Financial
California
$192M +$10.3M +112,924 +6%
Ameriprise
7
Ameriprise
Minnesota
$187M +$48.1M +525,564 +35%
Osaic Holdings
8
Osaic Holdings
Arizona
$162M +$8.74M +95,537 +6%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M +$105M +1,147,923 +251%
DDSF
10
Diana Davis Spencer Foundation
Maryland
$133M – – –
US Bancorp
11
US Bancorp
Minnesota
$121M +$15.9M +174,264 +16%
BCMIO
12
Beacon Capital Management Inc (Ohio)
Ohio
$115M +$111M +1,209,086 +4,539%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$110M -$34.1M -372,117 -24%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$99.5M +$9.35M +102,177 +11%
SI
15
Stephens Inc
Arkansas
$81.5M -$4.57M -49,959 -5%
UBS Group
16
UBS Group
Switzerland
$78.1M +$11.5M +125,547 +18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$76.9M -$3.32M -36,245 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$67.6M +$11.1M +121,445 +20%
CL
19
Cabana LLC
Arkansas
$51.8M +$50.8M +555,538 New
WCWM
20
Willow Creek Wealth Management
California
$51.3M +$808K +8,832 +2%
Comerica Bank
21
Comerica Bank
Texas
$48.5M +$3.38M +36,944 +8%
BSW
22
Buckingham Strategic Wealth
Missouri
$47.5M -$3.03M -33,102 -6%
Truist Financial
23
Truist Financial
North Carolina
$45.8M +$2.18M +23,765 +5%
Stifel Financial
24
Stifel Financial
Missouri
$45.5M +$3.61M +39,439 +9%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$45.5M +$5.52M +60,262 +14%
1
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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.