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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
FIM
26
Freedom Investment Management
Connecticut
$24.3M -$170K -2,100 -0.7%
IA
27
Independence Advisors
Pennsylvania
$23.8M +$783K +9,686 +3%
PAG
28
Private Advisor Group
New Jersey
$23.3M +$20.3M +251,468 +653%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$22.4M -$993K -12,286 -4%
US Bancorp
30
US Bancorp
Minnesota
$20.8M -$3.94M -48,692 -16%
Goldman Sachs
31
Goldman Sachs
New York
$20.2M +$16.2M +200,188 +395%
Stifel Financial
32
Stifel Financial
Missouri
$20M -$5.28M -65,298 -21%
SB
33
Suntrust Banks
Georgia
$19.4M +$293K +3,623 +2%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.2M -$4.16M -51,475 -18%
CS
35
Comerica Securities
Michigan
$18.6M +$92.6K +1,145 +0.5%
SI
36
Stephens Inc
Arkansas
$18.5M +$1.7M +20,989 +10%
DPI
37
Diversified Portfolios Inc
Michigan
$18.3M -$251K -3,106 -1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$17.7M -$89.6K -1,108 -0.5%
HAFS
39
Hapanowicz & Associates Financial Services
Pennsylvania
$17.6M +$1.25M +15,446 +8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$17.4M -$109K -1,348 -0.6%
MBT
41
Monroe Bank & Trust
Michigan
$16.9M +$261K +3,234 +2%
GFPC
42
Global Financial Private Capital
Florida
$16.7M -$2.01M -24,892 -11%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$16.1M -$159K -1,968 -1%
CWM
44
Cranbrook Wealth Management
Michigan
$14.2M +$544K +6,726 +4%
W
45
Wealthfront
California
$10.6M +$6.64M +82,150 +167%
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$10.5M -$567K -7,007 -5%
FA
47
FC Advisory
Pennsylvania
$10.5M +$149K +1,840 +1%
SMM
48
Stadion Money Management
Georgia
$10.3M -$380K -4,702 -4%
IA
49
IFP Advisors
Florida
$10.2M +$1.86M +22,949 +22%
PGFC
50
Peapack-Gladstone Financial Corp
New Jersey
$10.2M -$169K -2,095 -2%

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.