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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.48M
TF
102
TIAA FSB
Florida
$2.47M -$408K -5,049 -14%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.44M +$532K +6,574 +28%
BP
104
Ballentine Partners
Massachusetts
$2.4M +$37.4K +462 +2%
Invesco
105
Invesco
Georgia
$2.33M +$19.1K +236 +0.8%
BWM
106
Brickley Wealth Management
California
$2.24M +$411K +5,079 +22%
JP Morgan Chase
107
JP Morgan Chase
New York
$2.16M -$905K -11,195 -29%
UBV
108
United Bank (Virginia)
Virginia
$2.15M -$100K -1,237 -4%
HIIFS
109
Harel Insurance Investments & Financial Services
Israel
$2.14M
BWM
110
BerganKDV Wealth Management
Minnesota
$2.02M +$105K +1,302 +5%
CIA
111
Capital Investment Advisors
Georgia
$2M -$637K -7,876 -24%
TTWM
112
TCV Trust & Wealth Management
Virginia
$1.94M -$913K -11,294 -32%
AMG
113
Asset Management Group
Connecticut
$1.94M -$39.7K -491 -2%
VCM
114
Violich Capital Management
California
$1.93M +$303K +3,750 +19%
PCG
115
Private Capital Group
Connecticut
$1.92M -$4.85M -59,967 -72%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$1.92M -$186K -2,305 -9%
MPIA
117
Mountain Pacific Investment Advisers
Idaho
$1.78M +$345K +4,263 +24%
FGAM
118
Financial Gravity Asset Management
Texas
$1.77M +$65.7K +813 +4%
SFM
119
Signet Financial Management
New Jersey
$1.75M -$568K -7,022 -24%
IWM
120
IHT Wealth Management
Illinois
$1.72M -$21.5K -266 -1%
Creative Planning
121
Creative Planning
Kansas
$1.7M +$170K +2,104 +11%
RJT
122
Raymond James Trust
Florida
$1.66M +$337K +4,170 +25%
I
123
IberiaBank
Louisiana
$1.64M +$252K +3,119 +18%
FHC
124
First Heartland Consultants
Missouri
$1.61M +$265K +3,282 +20%
CFGF
125
Compass Financial Group (Florida)
Florida
$1.61M -$2.35K -29 -0.1%

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.