Vanguard Intermediate-Term Bond ETF
383 hedge funds and large institutions have $9.57B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 145 reducing their positions, and 55 closing their positions.
2.56% more ownership
Funds ownership: 71.24% → 73.8% (+2.6%)
4% less funds holding
Funds holding: 399 → 383 (-16)
8% less funds holding in top 10
Funds holding in top 10: 24 → 22 (-2)
12% less capital invested
Capital invested by funds: $10.8B → $9.57B (-$1.26B)
15% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 145
20% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$610M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$16.8M |
| 3 |
DDSF
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
+$15M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$759M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$300M |
| 3 |
Jane Street
New York
|
-$63.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$58.4M |
| 5 |
Morgan Stanley
New York
|
-$21.6M |
BIV Hedge Fund Activity: Q2 2018 in Review
383 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2018, worth a combined $9.57B — down 12% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of BIV and 44 opened new positions — a net loss of 11 holders — while 145 trimmed existing stakes and 123 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $610M. The largest seller was Bank of America, cutting an estimated $759M.
- 383 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2018, down from 399 in Q1 2018.
- Funds reported $9.57B of Vanguard Intermediate-Term Bond ETF stock for Q2 2018, down 12% quarter-over-quarter.
- 44 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2018 and 55 closed out, a net change of -11 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $610M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2018 was Bank of America, an estimated $759M sold.
Based on aggregated 13F filings for Q2 2018.