Vanguard Intermediate-Term Bond ETF
400 hedge funds and large institutions have $10.8B invested in Vanguard Intermediate-Term Bond ETF in 2018 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 59 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 133
0.44% more ownership
Funds ownership: 70.83% → 71.27% (+0.44%)
0% more capital invested
Capital invested by funds: $10.8B → $10.8B (+$7.54M)
3% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 59
1% less funds holding
Funds holding: 406 → 400 (-6)
17% less funds holding in top 10
Funds holding in top 10: 30 → 25 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$284M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$152M |
| 3 |
Jane Street
New York
|
+$54.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$43.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$83.3M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$57.5M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$44.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.3M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$27.8M |
BIV Hedge Fund Activity: Q1 2018 in Review
400 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2018, worth a combined $10.8B — up 0.07% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BIV and 57 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 147 added.
The largest buyer was Bank of America, adding an estimated $284M. The largest seller was Wells Fargo, cutting an estimated $83.3M.
- 400 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2018, down from 406 in Q4 2017.
- Funds reported $10.8B of Vanguard Intermediate-Term Bond ETF stock for Q1 2018, up 0.07% quarter-over-quarter.
- 57 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2018 and 59 closed out, a net change of -2 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2018 was Bank of America, an estimated $284M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2018 was Wells Fargo, an estimated $83.3M sold.
Based on aggregated 13F filings for Q1 2018.