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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
CA
201
Clearstead Advisors
Ohio
$500K +$503K +6,215 New
Franklin Resources
202
Franklin Resources
California
$489K
OC
203
Oppenheimer & Co
New York
$480K +$7.03K +87 +1%
SS
204
Sunbelt Securities
Texas
$460K +$404 +5 +0.1%
EHC
205
Everett Harris & Co
California
$445K -$16.2K -200 -3%
JIC
206
Joel Isaacson & Co
New York
$439K
SRSA
207
S.R. Schill & Associates
Washington
$438K -$109K -1,347 -20%
SCA
208
STALEY CAPITAL ADVISERS
Pennsylvania
$434K
FA
209
FCG Advisors
New Jersey
$430K -$3.8K -47 -0.9%
ASN
210
Advisory Services Network
Georgia
$429K +$809 +10 +0.2%
CB
211
Commerce Bank
Missouri
$422K -$16.6K -205 -4%
SMC
212
Smith, Moore & Co
Missouri
$420K +$8.81K +109 +2%
Cetera Investment Advisers
213
Cetera Investment Advisers
Illinois
$420K +$30.8K +381 +8%
OC
214
Oarsman Capital
Wisconsin
$414K -$84.7K -1,047 -17%
DY
215
Dowling & Yahnke
California
$410K +$412K +5,095 New
CCM
216
Coe Capital Management
Illinois
$396K +$64.3K +795 +19%
AAP
217
Arax Advisory Partners
Colorado
$396K +$398K +4,922 New
William Blair & Company
218
William Blair & Company
Illinois
$394K -$10.9K -135 -3%
WB
219
WesBanco Bank
West Virginia
$394K +$47.2K +584 +14%
RCAG
220
Rehmann Capital Advisory Group
Michigan
$393K -$3.56K -44 -0.9%
MHS
221
M Holdings Securities
Oregon
$390K -$69.6K -861 -15%
OFS
222
Orrstown Financial Services
Pennsylvania
$388K -$115K -1,418 -23%
CL
223
CPWM LLC
Washington
$379K +$889 +11 +0.2%
CA
224
Continuum Advisory
Idaho
$378K -$22.2K -275 -6%
F
225
F3Logic
Minnesota
$376K -$417K -5,155 -52%

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.