We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
226
Associated Banc-Corp
Wisconsin
$2.54M -$65.7K -726 -2%
CTFG
227
Capstone Triton Financial Group
Oklahoma
$2.39M +$649K +7,170 +36%
FPWM
228
FSB Premier Wealth Management
Iowa
$2.37M +$124K +1,372 +5%
HWMG
229
Hurlow Wealth Management Group
Indiana
$2.36M -$1.81K -20 -0.1%
PCA
230
Pallas Capital Advisors
Massachusetts
$2.34M -$491K -5,426 -17%
PCG
231
Private Capital Group
Connecticut
$2.33M -$27.1K -299 -1%
WS
232
Wela Strategies
Georgia
$2.31M -$24.4K -269 -1%
BBW
233
Blue Barn Wealth
Utah
$2.28M -$20.9K -231 -0.9%
BWM
234
BerganKDV Wealth Management
Minnesota
$2.28M +$274K +3,021 +13%
VFA
235
Voya Financial Advisors
Connecticut
$2.25M +$534K +5,900 +31%
GVAG
236
Great Valley Advisor Group
Delaware
$2.23M +$156K +1,726 +7%
AMM
237
American Money Management
California
$2.19M +$2.22M +24,525 New
AFAS
238
Acorn Financial Advisory Services
Virginia
$2.16M -$172K -1,903 -7%
AC
239
Apella Capital
Connecticut
$2.13M +$260K +2,867 +14%
SWP
240
Strategic Wealth Partners
Ohio
$2.1M +$113K +1,243 +6%
SWM
241
Spire Wealth Management
Virginia
$2.09M +$724K +8,000 +52%
SWM
242
Soundmark Wealth Management
Washington
$2.08M +$2.11M +23,264 New
CFAM
243
Center For Asset Management
Florida
$2.07M -$52.3K -578 -2%
UBV
244
United Bank (Virginia)
Virginia
$2.03M
FA
245
Fagan Associates
New York
$2.02M -$182K -2,005 -8%
IWC
246
Integrated Wealth Concepts
Massachusetts
$2.01M +$284K +3,136 +16%
CL
247
Cabana LLC
Arkansas
$2M +$2.05M +22,589 New
CAGAS
248
Capital Advisory Group Advisory Services
Minnesota
$1.99M -$46.8K -517 -2%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$1.98M +$794K +8,764 +66%
NGA
250
Naples Global Advisors
Florida
$1.97M +$512K +5,650 +35%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.