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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
226
Mid Atlantic Financial Management
Pennsylvania
$2.27M +$21K +225 +0.9%
ACM
227
AlphaStar Capital Management
North Carolina
$2.27M +$512K +5,495 +29%
HIM
228
Hanlon Investment Management
New Jersey
$2.23M -$323K -3,470 -13%
Manulife (Manufacturers Life Insurance)
229
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.23M -$94.9M -1,019,264 -98%
Millennium Management
230
Millennium Management
New York
$2.22M -$1.08M -11,608 -33%
CAGAS
231
Capital Advisory Group Advisory Services
Minnesota
$2.2M -$437K -4,695 -17%
TCWA
232
Ten Capital Wealth Advisors
Washington
$2.18M +$104K +1,119 +5%
UBV
233
United Bank (Virginia)
Virginia
$2.15M
LFGH
234
Lee Financial Group Hawaii
Hawaii
$2.14M -$2.13M -22,831 -50%
AWM
235
Avior Wealth Management
Nebraska
$2.13M +$859K +9,223 +67%
AA
236
Ancora Advisors
Ohio
$2.12M -$7.17K -77 -0.3%
Verition Fund Management
237
Verition Fund Management
Connecticut
$2.1M -$12.7M -136,346 -86%
DAS
238
Dynamic Advisor Solutions
Arizona
$2.08M +$657K +7,060 +46%
Bessemer Group
239
Bessemer Group
New Jersey
$2.02M -$833K -8,940 -29%
Cerity Partners
240
Cerity Partners
New York
$2M +$2M +21,528 New
AIM
241
Allen Investment Management
New York
$1.98M -$151K -1,622 -7%
AFAS
242
Acorn Financial Advisory Services
Virginia
$1.92M +$352K +3,778 +22%
HWMG
243
Hurlow Wealth Management Group
Indiana
$1.91M +$212K +2,280 +12%
EH
244
Equitable Holdings
New York
$1.89M -$134K -1,440 -7%
SF
245
Summit Financial
New Jersey
$1.87M +$1.3K +14 +0.1%
NL
246
NWAM LLC
Washington
$1.87M +$581K +6,242 +45%
DADC
247
D.A. Davidson & Co
Montana
$1.85M +$171K +1,833 +10%
SWP
248
Stratos Wealth Partners
Ohio
$1.83M +$28.5K +306 +2%
BS
249
Boenning & Scattergood
Pennsylvania
$1.81M +$24.6K +264 +1%
LWM
250
Laidlaw Wealth Management
New York
$1.8M +$668K +7,171 +59%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.