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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
SF
376
Synovus Financial
Georgia
$1K -$11.2K -138 -93%
CFG
377
Citizens Financial Group
Rhode Island
$1K -$4.2K -52 -80%
AIS
378
Accurate Investment Solutions
Pennsylvania
$1K +$970 +12 New
CF
379
Centaurus Financial
California
$128 -$355K -4,394 -100%
FRA
380
Front Row Advisors
California
$52
RIA
381
Rocaton Investment Advisors
Connecticut
-$11.6M -143,654 Closed
SB
382
Simmons Bank
Arkansas
-$2.3M -28,445 Closed
Millennium Management
383
Millennium Management
New York
-$1.5M -18,484 Closed
CAG
384
Csenge Advisory Group
Florida
-$1.29M -15,948 Closed
BRF
385
B. Riley Financial
California
-$1.18M -14,559 Closed
BAAM
386
Baker Avenue Asset Management
California
-$1.03M -12,737 Closed
WRTC
387
Wind River Trust Company
Wyoming
-$805K -9,941 Closed
PCM
388
Pointe Capital Management
Michigan
-$539K -6,657 Closed
CFC
389
Coyle Financial Counsel
Illinois
-$458K -5,655 Closed
SEI Investments
390
SEI Investments
Pennsylvania
-$446K -5,513 Closed
SCA
391
Spearhead Capital Advisors
Florida
-$437K -5,398 Closed
ATC
392
Argent Trust Co
Tennessee
-$384K -4,744 Closed
OMC
393
Old Mission Capital
Illinois
-$363K -4,477 Closed
OAM
394
Oxford Asset Management
United Kingdom
-$348K -4,303 Closed
SDWMA
395
Schneider Downs Wealth Management Advisors
Pennsylvania
-$290K -3,580 Closed
ECM
396
Ensemble Capital Management
California
-$277K -3,416 Closed
CSIC
397
Clifford Swan Investment Counsel
California
-$260K -3,217 Closed
VWM
398
Venturi Wealth Management
Texas
-$245K -3,030 Closed
GIM
399
Goelzer Investment Management
Indiana
-$225K -2,782 Closed
CRWM
400
Castle Rock Wealth Management
California
-$225K -2,777 Closed

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.