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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
226
Horst & Graben Wealth Management
Oregon
$2.47M -$6.97M -82,597 -73%
HIM
227
Hanlon Investment Management
New Jersey
$2.46M -$238K -2,819 -9%
SFG
228
Sovereign Financial Group
Connecticut
$2.46M +$736K +8,719 +41%
HWMG
229
Hurlow Wealth Management Group
Indiana
$2.42M +$592K +7,013 +31%
BAM
230
Baldrige Asset Management
Pennsylvania
$2.4M +$6.92K +82 +0.3%
BBW
231
Blue Barn Wealth
Utah
$2.31M +$36.3K +430 +2%
EIP
232
Easterly Investment Partners
Massachusetts
$2.3M +$1.77K +21 +0.1%
GFPC
233
Global Financial Private Client
Florida
$2.3M -$332K -3,936 -12%
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$2.29M -$586K -6,940 -20%
HWIS
235
Hancock Whitney Investment Services
Louisiana
$2.28M +$11K +130 +0.5%
AWM
236
Avior Wealth Management
Nebraska
$2.24M +$485K +5,741 +27%
BOH
237
Bank of Hawaii
Hawaii
$2.23M +$77.3K +916 +3%
HL
238
HeadInvest LLC
Maine
$2.23M -$298K -3,525 -11%
ETS
239
ESL Trust Services
New York
$2.22M -$152K -1,805 -6%
Bessemer Group
240
Bessemer Group
New Jersey
$2.22M -$733K -8,685 -24%
CL
241
Cabana LLC
Arkansas
$2.17M +$2.18M +25,802 +3,028%
LPP
242
Life Planning Partners
Florida
$2.15M +$811K +9,608 +60%
NGA
243
Naples Global Advisors
Florida
$2.15M -$33.4K -395 -1%
BWA
244
BDO Wealth Advisors
Florida
$2.09M -$157K -1,857 -7%
JWCA
245
J.W. Cole Advisors
Florida
$2.08M -$172K -2,032 -7%
CTFG
246
Capstone Triton Financial Group
Oklahoma
$2.07M +$2.21M +26,202 New
WIM
247
Warwick Investment Management
Texas
$2.06M +$386K +4,568 +22%
MSWMA
248
Market Street Wealth Management Advisors
Indiana
$2.03M +$2.09M +24,777 New
CCA
249
Cadent Capital Advisors
Oklahoma
$2.01M -$1.92M -22,734 -48%
CAGAS
250
Capital Advisory Group Advisory Services
Minnesota
$2.01M +$90.4K +1,071 +5%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.