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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
TC
301
Truvestments Capital
Florida
$100K +$101K +1,246 New
Barclays
302
Barclays
United Kingdom
$93K +$93.5K +1,156 New
WSTAM
303
Wilbanks Smith & Thomas Asset Management
Virginia
$91K +$91K +1,125 New
Fidelity Investments
304
Fidelity Investments
Massachusetts
$91K +$91.9K +1,137 New
WEC
305
Winslow Evans & Crocker
Massachusetts
$90K
APA
306
American Portfolios Advisors
New York
$89K +$33.3K +412 +59%
WF
307
WealthTrust Fairport
Ohio
$83K -$1.36M -16,831 -94%
WB
308
Webster Bank
Connecticut
$83K
PRS
309
Pinkerton Retirement Specialists
Idaho
$82K
RFA
310
Reilly Financial Advisors
California
$82K +$243 +3 +0.3%
LFG
311
LifePlan Financial Group
Ohio
$77K +$3.4K +42 +5%
GRP
312
Global Retirement Partners
California
$75K +$8.89K +110 +13%
WTB
313
Washington Trust Bank
Washington
$70K +$70.3K +870 New
CAM
314
Chandler Asset Management
California
$69K
VNA
315
Valley National Advisers
Pennsylvania
$62K
CHP
316
Cable Hill Partners
Oregon
$60K -$6.79K -84 -10%
BWL
317
Bogart Wealth LLC
Virginia
$58K -$647 -8 -1%
SAM
318
Shamrock Asset Management
Texas
$58K
GEA
319
Glen Eagle Advisors
New Jersey
$48.8K
LYV
320
Live Your Vision
Pennsylvania
$48K
PG
321
Patten Group
Tennessee
$47K -$7.28K -90 -13%
AWM
322
Avior Wealth Management
Nebraska
$46K
ACS
323
Archford Capital Strategies
Illinois
$44K -$178K -2,200 -80%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$44K
LA
325
Legacy Advisors
Pennsylvania
$42K

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.