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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
Bank of America
1
Bank of America
North Carolina
$4.64B -$50.8M -628,583 -1%
Wells Fargo
2
Wells Fargo
California
$950M -$63.6M -785,989 -6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$493M -$561M -6,933,476 -53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$489M +$3.15M +38,973 +0.6%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M -$6.79M -84,017 -2%
Ameriprise
6
Ameriprise
Minnesota
$119M -$3.59M -44,406 -3%
DDSF
7
Diana Davis Spencer Foundation
Maryland
$115M
Morgan Stanley
8
Morgan Stanley
New York
$113M -$2.39M -29,516 -2%
LPL Financial
9
LPL Financial
California
$107M +$1.65M +20,439 +2%
CWM
10
Cornerstone Wealth Management
Missouri
$90.1M -$2.57M -31,781 -0.4%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$61.2M -$2.68M -33,115 -4%
WCWM
12
Willow Creek Wealth Management
California
$59.8M -$84.9K -1,050 -0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$56.6M -$1.46M -18,065 -3%
AG
14
Advisor Group
Arizona
$55.1M +$19.1M +235,881 +53%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$53.3M +$33.6M +415,925 +169%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.3M +$3.49M +43,173 +7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$46.4M +$1.07M +13,270 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$41.8M +$3.4M +42,057 +9%
UBS Group
19
UBS Group
Switzerland
$41.4M -$17.1M -211,238 -29%
Comerica Bank
20
Comerica Bank
Texas
$40.5M -$757K -9,364 -2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$31.3M +$2.86M +35,427 +10%
FNBTCON
22
First National Bank & Trust Co of Newtown
Pennsylvania
$30.2M -$321K -3,972 -1%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$26.6M +$441K +5,453 +2%
FPTW
24
Franklin, Parlapiano, Turner & Welch
Texas
$26.3M -$253K -3,126 -0.9%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$24.5M -$98K -1,212 -0.4%

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.