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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
BOH
251
Bank of Hawaii
Hawaii
$1.79M -$517K -5,555 -22%
FPWM
252
FSB Premier Wealth Management
Iowa
$1.78M +$1.79M +19,230 New
SGAM
253
Stephens Group Asset Management
Arkansas
$1.78M
MMA
254
Miracle Mile Advisors
California
$1.73M -$87.5K -940 -5%
TFA
255
Tranquilli Financial Advisor
New Jersey
$1.72M +$1.73M +18,523 New
CF
256
Centaurus Financial
California
$1.7M +$1.23M +13,215 +261%
IWC
257
Integrated Wealth Concepts
Massachusetts
$1.69M +$66.8K +717 +4%
PG
258
Patten Group
Tennessee
$1.68M -$68.5K -735 -4%
CFGF
259
Compass Financial Group (Florida)
Florida
$1.67M +$46.9K +504 +3%
CIA
260
Capital Investment Advisors
Georgia
$1.67M +$104K +1,121 +7%
EWA
261
EP Wealth Advisors
California
$1.6M +$92.6K +994 +6%
DSC
262
Duncker Streett & Co
Missouri
$1.58M +$3.45K +37 +0.2%
CTFG
263
Capstone Triton Financial Group
Oklahoma
$1.57M +$1.58M +16,953 New
KeyBank National Association
264
KeyBank National Association
Ohio
$1.56M +$93 +1 +0%
IWM
265
IHT Wealth Management
Illinois
$1.55M +$242K +2,596 +18%
NG
266
Northstar Group
New York
$1.54M -$41.9K -450 -3%
FWIA
267
Fort Washington Investment Advisors
Ohio
$1.52M +$102K +1,100 +7%
BP
268
Ballentine Partners
Massachusetts
$1.5M +$189K +2,027 +14%
RJT
269
Raymond James Trust
Florida
$1.46M +$21.2K +228 +1%
IWA
270
IBEX Wealth Advisors
New Jersey
$1.46M +$73.9K +794 +5%
IAIM
271
International Assets Investment Management
Florida
$1.46M +$1.45M +15,526 New
JWCA
272
J.W. Cole Advisors
Florida
$1.45M -$2.63M -28,229 -64%
PFBT
273
Parkside Financial Bank & Trust
Missouri
$1.44M -$1.21K -13 -0.1%
Invesco
274
Invesco
Georgia
$1.4M -$88.2K -947 -6%
BPB
275
Badgley, Phelps & Bell
Washington
$1.4M +$1.4M +15,057 New

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.