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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
FPFS
176
First Personal Financial Services
North Carolina
$708K -$72.2K -893 -9%
RA
177
RFG Advisory
Alabama
$705K +$49.8K +616 +8%
AFA
178
Arlington Financial Advisors
California
$682K +$83.8K +1,037 +14%
CAAS
179
Capital Asset Advisory Services
Michigan
$679K -$29.4K -363 -4%
LFAS
180
Level Four Advisory Services
Texas
$672K -$117K -1,448 -15%
DADC
181
D.A. Davidson & Co
Montana
$658K -$77.5K -958 -10%
AAM
182
Aureus Asset Management
Massachusetts
$655K +$7.2K +89 +1%
SPIA
183
Steward Partners Investment Advisory
New York
$648K -$15.9K -197 -2%
FMC
184
First Merchants Corp
Indiana
$632K -$16.2K -200 -2%
CGT
185
Capital Guardian Trust
California
$616K +$619K +7,650 New
FANJ
186
Financial Architects (New Jersey)
New Jersey
$598K -$79.6K -984 -12%
SPC
187
Sigma Planning Corp
Michigan
$597K -$157K -1,947 -21%
OIWM
188
OptiFour Integrated Wealth Management
Virginia
$596K -$29.3K -362 -5%
FTS
189
Fifth Third Securities
Ohio
$595K +$599K +7,404 New
KA
190
Kovack Advisors
Florida
$593K +$300K +3,715 +102%
GJIC
191
Gamble Jones Investment Counsel
California
$588K +$99.5K +1,230 +20%
FHA
192
Flagship Harbor Advisors
Massachusetts
$579K -$1.13K -14 -0.2%
MFT
193
Moisand Fitzgerald Tamayo
Florida
$578K -$43.5K -538 -7%
PI
194
PHH Investments
Texas
$578K +$21K +260 +4%
WPA
195
West Paces Advisors
Georgia
$571K -$55.6K -688 -9%
Luther King Capital Management (LKCM)
196
Luther King Capital Management (LKCM)
Texas
$567K -$570K -7,050 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
$538K -$6.29M -77,761 -92%
BS
198
Boenning & Scattergood
Pennsylvania
$533K +$81 +1 +0%
NWM
199
Northwest Wealth Management
Iowa
$531K -$150K -1,857 -22%
FHA
200
First Horizon Advisors
Tennessee
$525K

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.