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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
IWC
251
Integrated Wealth Concepts
Massachusetts
$1.69M +$78.6K +865 +5%
SF
252
Summit Financial
New Jersey
$1.69M -$100K -1,105 -5%
CFGF
253
Compass Financial Group (Florida)
Florida
$1.64M +$42.9K +472 +3%
MA
254
Mutual Advisors
Nebraska
$1.63M -$609K -6,709 -27%
CTFG
255
Capstone Triton Financial Group
Oklahoma
$1.61M +$110K +1,212 +7%
CIA
256
Capital Investment Advisors
Georgia
$1.61M +$17K +187 +1%
SWM
257
Soundmark Wealth Management
Washington
$1.6M +$387K +4,259 +31%
EH
258
Equitable Holdings
New York
$1.57M -$247K -2,723 -13%
MAFM
259
Mid Atlantic Financial Management
Pennsylvania
$1.56M -$616K -6,779 -28%
JWCA
260
J.W. Cole Advisors
Florida
$1.53M +$144K +1,584 +10%
BP
261
Ballentine Partners
Massachusetts
$1.51M +$77.1K +849 +5%
FWIA
262
Fort Washington Investment Advisors
Ohio
$1.48M +$19.1K +210 +1%
MMA
263
Miracle Mile Advisors
California
$1.47M -$184K -2,031 -11%
KeyBank National Association
264
KeyBank National Association
Ohio
$1.47M -$18.2K -200 -1%
PG
265
Patten Group
Tennessee
$1.47M -$133K -1,464 -8%
IAIM
266
International Assets Investment Management
Florida
$1.46M
IWM
267
IHT Wealth Management
Illinois
$1.46M -$21K -231 -1%
DSC
268
Duncker Streett & Co
Missouri
$1.46M -$48.6K -535 -3%
SWM
269
Spire Wealth Management
Virginia
$1.46M +$1.49M +16,435 New
FHA
270
First Horizon Advisors
Tennessee
$1.45M +$1.08M +11,838 +260%
LA
271
LexAurum Advisors
Kansas
$1.41M +$278K +3,066 +24%
NG
272
Northstar Group
New York
$1.41M -$63.6K -700 -4%
UFA
273
US Financial Advisors
Massachusetts
$1.41M +$103K +1,133 +8%
APA
274
American Portfolios Advisors
New York
$1.4M +$382K +4,205 +36%
CRWM
275
Castle Rock Wealth Management
California
$1.38M -$855K -9,412 -38%

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.