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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
TCB
401
Texas Capital Bancshares
Texas
-$223K -2,759 Closed
MBTD
402
Mechanics Bank - Trust Department
California
-$223K -2,750 Closed
Neuberger Berman Group
403
Neuberger Berman Group
New York
-$223K -2,749 Closed
BIA
404
Bigelow Investment Advisors
Maine
-$212K -2,616 Closed
LC
405
Landaas & Company
Wisconsin
-$164K -2,027 Closed
PCA
406
Providence Capital Advisors
North Carolina
-$117K -1,440 Closed
CPA
407
Clear Perspective Advisors
Illinois
-$80K -985 Closed
ZB
408
Zions Bancorporation
Utah
-$77K -945 Closed
CDIA
409
Capital Directions Investment Advisors
Georgia
-$66K -812 Closed
AWA
410
Acorn Wealth Advisors
Michigan
-$57K -703 Closed
TIM
411
Tortoise Investment Management
New York
-$37K -463 Closed
ADL
412
Asset Dedication LLC
California
-$33K -414 Closed
PCM
413
Peak Capital Management
Colorado
-$33K -410 Closed
CB
414
CNB Bank
Pennsylvania
-$17K -214 Closed
B
415
Bridgeworth
Alabama
-$13K -172 Closed
RWA
416
Ropes Wealth Advisors
Massachusetts
-$11K -135 Closed
MCM
417
Mainstay Capital Management
Michigan
-$9K -105 Closed
WT
418
Washington Trust
Rhode Island
-$6K -69 Closed
IWP
419
Icon Wealth Partners
Texas
-$3K -41 Closed
MPPLM
420
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3K -32 Closed
RFM
421
Royal Fund Management
Florida
-$1K -23 Closed
VFA
422
Valeo Financial Advisors
Indiana
-$2K -20 Closed
OGC
423
Oak Grove Capital
New Hampshire
+$81 +1 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.