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Vanguard Intermediate-Term Bond ETF

379 hedge funds and large institutions have $8.88B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 124 increasing their positions, 154 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% more ownership

Funds ownership: 73.8%74.08% (+0.28%)

9% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 43

1% less funds holding

Funds holding: 383379 (-4)

7% less capital invested

Capital invested by funds: $9.57B → $8.88B (-$696M)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

19% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 154

Holders
379
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
8.66%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.46%
New
39
Increased
124
Reduced
154
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBOR
226
Community Bank of Raymore
Missouri
$375K +$377K +4,660 New
CMBA
227
C.M. Bidwell & Associates
Hawaii
$369K -$84.9K -1,050 -19%
HCP
228
Holt Capital Partners
Texas
$362K
SP
229
Successful Portfolios
Florida
$356K -$23.2K -287 -6%
BAC
230
Boys Arnold & Co
North Carolina
$356K
RW
231
REDW Wealth
New Mexico
$354K -$94.7K -1,171 -21%
SS
232
Simplicity Solutions
Minnesota
$354K +$110K +1,366 +45%
NB
233
NBT Bank
New York
$352K
BW
234
Bison Wealth
Georgia
$350K -$10.8K -133 -3%
PFS
235
Prospera Financial Services
Texas
$349K -$90.6K -1,121 -21%
SIA
236
Starfire Investment Advisers
Michigan
$348K -$224K -2,772 -39%
FAT
237
First American Trust
California
$341K +$343K +4,245 New
PA
238
PFG Advisors
Arizona
$335K -$183K -2,261 -35%
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$335K +$323 +4 +0.1%
TSS
240
Two Sigma Securities
New York
$328K -$345K -4,263 -51%
CC
241
Courier Capital
New York
$326K
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$317K -$32.1K -397 -9%
PA
243
Parallel Advisors
California
$313K +$147K +1,812 +87%
MIS
244
Morningstar Investment Services
Illinois
$300K +$30.6K +379 +11%
RC
245
RegentAtlantic Capital
New Jersey
$300K +$301K +3,723 New
JCM
246
Jacobi Capital Management
Pennsylvania
$299K -$34.3K -424 -10%
EAM
247
Evanson Asset Management
California
$297K -$139K -1,714 -32%
MA
248
Mutual Advisors
Nebraska
$295K +$13K +161 +5%
MWA
249
Martel Wealth Advisors
Washington
$286K +$287K +3,548 New
Prudential Financial
250
Prudential Financial
New Jersey
$283K +$12.1K +150 +4%

BIV Hedge Fund Activity: Q3 2018 in Review

379 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2018, worth a combined $8.88B — down 7.3% from $9.57B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of BIV and 39 opened new positions — a net loss of 4 holders — while 154 trimmed existing stakes and 124 added.

The largest buyer was Susquehanna International Group, adding an estimated $33.6M. The largest seller was Jones Financial Companies, cutting an estimated $561M.

  • 379 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2018, down from 383 in Q2 2018.
  • Funds reported $8.88B of Vanguard Intermediate-Term Bond ETF stock for Q3 2018, down 7.3% quarter-over-quarter.
  • 39 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2018 and 43 closed out, a net change of -4 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2018 was Susquehanna International Group, an estimated $33.6M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2018 was Jones Financial Companies, an estimated $561M sold.

Based on aggregated 13F filings for Q3 2018.