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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
RJA
51
Raymond James & Associates
Florida
$9.92M -$965K -11,933 -9%
BRWM
52
B. Riley Wealth Management
Tennessee
$9.43M +$9.48M +117,201 New
VFA
53
Voya Financial Advisors
Connecticut
$8.33M +$1.13M +13,995 +16%
FA
54
FDx Advisors
Illinois
$8.29M +$1.13M +13,928 +16%
MML Investors Services
55
MML Investors Services
Massachusetts
$8.19M +$2.92M +36,117 +55%
A
56
AdvicePeriod
California
$8.05M +$446K +5,521 +6%
TAIM
57
TD Ameritrade Investment Management
Nebraska
$7.71M +$759K +9,383 +11%
Citigroup
58
Citigroup
New York
$7.33M +$143K +1,769 +2%
WF
59
Welch & Forbes
Massachusetts
$7.23M -$283K -3,500 -4%
BUB
60
BBVA USA Bancshares
Texas
$7.16M +$691K +8,550 +11%
FC
61
Forte Capital
New York
$7.13M +$649K +8,033 +10%
ONB
62
Old National Bancorp
Indiana
$7.02M -$177K -2,188 -2%
HPWM
63
Highland Private Wealth Management
Washington
$6.84M +$80K +990 +1%
EA
64
Efficient Advisors
Ohio
$6.75M -$80.9K -1,000 -1%
MWPCG
65
Measured Wealth Private Client Group
New Hampshire
$6.74M +$159K +1,966 +2%
DE
66
Day & Ennis
Georgia
$6.37M -$341K -4,212 -5%
GAM
67
Gemmer Asset Management
California
$6.33M +$663K +8,201 +12%
BRWA
68
B. Riley Wealth Advisors
Florida
$5.74M +$513K +6,342 +10%
BOH
69
Bank of Hawaii
Hawaii
$5.58M +$418K +5,172 +8%
Jane Street
70
Jane Street
New York
$5.35M -$9.5M -117,545 -64%
PFM
71
Phillips Financial Management
Indiana
$5.26M -$443K -5,478 -8%
KPAG
72
KLS Professional Advisors Group
New York
$4.93M
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$4.9M -$208K -2,574 -4%
IFAM
74
Institutional & Family Asset Management
Colorado
$4.72M +$549K +6,784 +13%
GWM
75
Geneos Wealth Management
Colorado
$4.62M -$130K -1,610 -3%

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.