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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
CFGS
126
Concourse Financial Group Securities
Alabama
$1.6M +$1.61M +19,890 New
PAS
127
Partnervest Advisory Services
California
$1.6M -$107K -1,320 -6%
NG
128
Northstar Group
New York
$1.57M -$12.9K -160 -0.8%
Betterment LLC
129
Betterment LLC
New York
$1.54M +$95.2K +1,177 +7%
DSC
130
Duncker Streett & Co
Missouri
$1.53M -$98K -1,212 -6%
WS
131
Wela Strategies
Georgia
$1.53M -$8.73K -108 -0.6%
PFBT
132
Parkside Financial Bank & Trust
Missouri
$1.48M +$4.53K +56 +0.3%
GP
133
Girard Partners
Pennsylvania
$1.44M -$377K -4,665 -21%
SE
134
Summit Equities
New Jersey
$1.43M +$5.17K +64 +0.4%
HPC
135
Hobart Private Capital
North Carolina
$1.41M +$52.4K +648 +4%
FLI
136
Family Legacy Inc
South Carolina
$1.39M +$62.4K +772 +5%
FAAS
137
First Allied Advisory Services
California
$1.29M -$293K -3,625 -18%
LC
138
LCNB Corp
Ohio
$1.28M +$1.29M +15,928 New
LWM
139
Lenox Wealth Management
Ohio
$1.27M -$63.6K -786 -5%
PCM
140
Parsons Capital Management
Rhode Island
$1.25M -$32.7K -405 -3%
ANBT
141
American National Bank & Trust
Texas
$1.23M -$4.04K -50 -0.3%
QA
142
Quantitative Advantage
Minnesota
$1.1M +$4.2K +52 +0.4%
AIM
143
Anchor Investment Management
South Carolina
$1.09M -$970 -12 -0.1%
WA
144
WBH Advisory
Maryland
$1.08M +$24.3K +300 +2%
NA
145
NewEdge Advisors
Louisiana
$1.07M +$555K +6,862 +107%
LNC
146
Lincoln National Corp
Pennsylvania
$1.04M +$2.1K +26 +0.2%
RMA
147
Roffman Miller Associates
Pennsylvania
$1.01M +$1.02M +12,557 New
Vanguard Group
148
Vanguard Group
Pennsylvania
$999K +$794K +9,817 +379%
HL
149
HeadInvest LLC
Maine
$996K +$12.1K +150 +1%
FWIA
150
Fort Washington Investment Advisors
Ohio
$970K -$64.7K -800 -6%

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.