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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
226
FSB Premier Wealth Management
Iowa
$2.18M +$482K +5,313 +28%
HWMG
227
Hurlow Wealth Management Group
Indiana
$2.16M +$342K +3,765 +18%
Cerity Partners
228
Cerity Partners
New York
$2.15M +$248K +2,727 +13%
EPWM
229
Essex Private Wealth Management
Massachusetts
$2.1M -$132K -1,451 -6%
UBV
230
United Bank (Virginia)
Virginia
$2.06M
Bessemer Group
231
Bessemer Group
New Jersey
$2M +$65.7K +723 +3%
CAGAS
232
Capital Advisory Group Advisory Services
Minnesota
$1.98M -$130K -1,432 -6%
VA
233
Valmark Advisers
Ohio
$1.95M +$747K +8,227 +60%
EFG
234
Everhart Financial Group
Ohio
$1.95M -$972K -10,700 -33%
BWM
235
BerganKDV Wealth Management
Minnesota
$1.92M -$325K -3,574 -14%
DAS
236
Dynamic Advisor Solutions
Arizona
$1.91M -$88.5K -975 -4%
IAN
237
Integrated Advisors Network
Texas
$1.89M +$581K +6,394 +43%
PCG
238
Private Capital Group
Connecticut
$1.88M -$565K -6,224 -23%
AIM
239
Allen Investment Management
New York
$1.86M -$40.3K -444 -2%
DADC
240
D.A. Davidson & Co
Montana
$1.84M +$77.9K +858 +4%
AFAS
241
Acorn Financial Advisory Services
Virginia
$1.83M -$4.9K -54 -0.3%
EWA
242
EP Wealth Advisors
California
$1.8M +$283K +3,111 +18%
SB
243
Simmons Bank
Arkansas
$1.77M +$1.81M +19,976 New
BOH
244
Bank of Hawaii
Hawaii
$1.77M +$58.6K +645 +3%
Renaissance Technologies
245
Renaissance Technologies
New York
$1.77M -$6.13M -67,500 -77%
LFG
246
Larson Financial Group
Missouri
$1.76M +$814K +8,964 +83%
BS
247
Boenning & Scattergood
Pennsylvania
$1.73M -$2.54K -28 -0.1%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$1.72M +$354K +3,894 +25%
SWP
249
Stratos Wealth Partners
Ohio
$1.7M -$53.7K -591 -3%
RJT
250
Raymond James Trust
Florida
$1.7M +$303K +3,337 +21%

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.