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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
AWS
76
AJ Wealth Strategies
New York
$4.44M -$30.3K -375 -0.7%
BTS
77
BB&T Securities
Virginia
$4.44M +$310K +3,839 +7%
M&T Bank
78
M&T Bank
New York
$4.27M -$864K -10,680 -17%
FLA
79
Financial Life Advisors
Texas
$4.24M -$181K -2,243 -4%
BTNA
80
Bremer Trust National Association
Minnesota
$4.13M +$1.64M +20,334 +66%
NC
81
NewSquare Capital
Pennsylvania
$4.11M +$227K +2,810 +6%
BA
82
BCM Advisors
Louisiana
$3.74M +$138K +1,706 +4%
AIP
83
Ameritas Investment Partners
Nebraska
$3.62M -$1.18M -14,618 -25%
CT
84
Coastline Trust
Rhode Island
$3.57M +$268K +3,320 +8%
AIM
85
Allen Investment Management
New York
$3.52M -$2.32M -28,735 -40%
PC
86
Palo Capital
California
$3.37M +$1.24M +15,332 +58%
VAM
87
Visionary Asset Management
Texas
$3.36M -$62.5K -773 -2%
C
88
Clearshares
New York
$3.31M -$39.5K -489 -1%
CJA
89
C-J Advisory
California
$3.21M +$51.1K +632 +2%
CW
90
CreativeOne Wealth
Kansas
$3.19M +$328K +4,061 +11%
HighTower Advisors
91
HighTower Advisors
Illinois
$3.15M +$756K +9,345 +31%
CAN
92
Cetera Advisor Networks
California
$3.15M +$3.16M +39,095 New
SAM
93
SignalPoint Asset Management
Missouri
$3.12M -$9.38K -116 -0.3%
Citadel Advisors
94
Citadel Advisors
Florida
$3.04M +$3.05M +37,757 New
Deutsche Bank
95
Deutsche Bank
Germany
$3M -$50.5K -625 -2%
AT
96
Arden Trust
Delaware
$2.84M -$232K -2,870 -8%
SA
97
Sunesis Advisors
Kansas
$2.75M -$99.3K -1,228 -3%
WLIM
98
White Lighthouse Investment Management
Massachusetts
$2.59M +$510K +6,311 +24%
AI
99
Atria Investments
North Carolina
$2.54M +$183K +2,258 +8%
FWM
100
Frontier Wealth Management
Missouri
$2.5M -$102K -1,260 -4%

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.