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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
HT
276
Heritage Trust
Oklahoma
$206K
CFD
277
Creative Financial Designs
Indiana
$201K -$970 -12 -0.5%
HNB
278
Huntington National Bank
Ohio
$197K
CCM
279
Covington Capital Management
California
$196K
BFC
280
Bedel Financial Consulting
Indiana
$195K +$1.94K +24 +1%
WIM
281
Weitz Investment Management
Nebraska
$191K
AIM
282
Acropolis Investment Management
Missouri
$181K
TWA
283
TCI Wealth Advisors
Arizona
$171K -$97.9K -1,211 -36%
RMAM
284
Raab & Moskowitz Asset Management
New Jersey
$157K -$50.2K -621 -24%
PCFFS
285
Pacific Center for Financial Services
California
$157K -$9.54K -118 -6%
M
286
MOTCO
Texas
$157K +$60.2K +744 +62%
CFA
287
Carroll Financial Associates
North Carolina
$152K +$39.2K +485 +34%
SBL
288
Sargent Bickham Lagudis
Colorado
$145K -$159K -1,964 -52%
SWM
289
SeaCrest Wealth Management
New York
$145K +$12.6K +156 +9%
CAC
290
Certified Advisory Corp
Florida
$137K
CB
291
Community Bank
New York
$134K
PAMG
292
Patton Albertson Miller Group
Tennessee
$132K +$133K +1,645 New
APP
293
Avantax Planning Partners
Iowa
$125K +$126K +1,556 New
NPP
294
New Potomac Partners
Maryland
$118K -$72.8K -900 -38%
NCM
295
New Capital Management
Texas
$113K +$566 +7 +0.5%
CPIG
296
Chicago Partners Investment Group
Illinois
$112K
JA
297
JOYN Advisors
Georgia
$103K
MA
298
MUFG Americas
New York
$102K -$8.09K -100 -7%
RFC
299
Regions Financial Corp
Alabama
$101K -$65.9K -815 -39%
WP
300
WealthShield Partners
North Carolina
$101K +$101K +1,253 New

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.