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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Apella Capital
Connecticut
$1.89M +$1.87M +20,990 New
CFGF
252
Compass Financial Group (Florida)
Florida
$1.86M +$196K +2,193 +12%
BOH
253
Bank of Hawaii
Hawaii
$1.84M +$51.4K +575 +3%
AIM
254
Allen Investment Management
New York
$1.83M -$50.1K -561 -3%
CIA
255
Capital Investment Advisors
Georgia
$1.79M +$158K +1,774 +10%
CTFG
256
Capstone Triton Financial Group
Oklahoma
$1.78M +$145K +1,624 +9%
FA
257
Fermata Advisors
California
$1.76M +$1.74M +19,509 New
MA
258
Mutual Advisors
Nebraska
$1.74M +$85.9K +962 +5%
IWC
259
Integrated Wealth Concepts
Massachusetts
$1.74M +$21.6K +242 +1%
BS
260
Boenning & Scattergood
Pennsylvania
$1.74M -$15.3K -171 -0.9%
VFA
261
Voya Financial Advisors
Connecticut
$1.73M -$2.86M -32,023 -62%
AFA
262
Arlington Financial Advisors
California
$1.71M +$385K +4,313 +29%
LA
263
LexAurum Advisors
Kansas
$1.69M +$253K +2,832 +18%
MAFM
264
Mid Atlantic Financial Management
Pennsylvania
$1.66M +$71.4K +799 +5%
FI
265
Financial Insights
Washington
$1.66M +$164K +1,841 New
OMC
266
Old Mission Capital
Illinois
$1.62M +$1.16M +13,042 +263%
VNIM
267
Vaughan Nelson Investment Management
Texas
$1.56M +$1.55M +17,363 New
EFG
268
Everhart Financial Group
Ohio
$1.56M -$412K -4,612 -21%
RJT
269
Raymond James Trust
Florida
$1.53M -$191K -2,135 -11%
EH
270
Equitable Holdings
New York
$1.51M -$78.6K -880 -5%
BP
271
Ballentine Partners
Massachusetts
$1.5M -$29.1K -326 -2%
FWIA
272
Fort Washington Investment Advisors
Ohio
$1.5M
PG
273
Patten Group
Tennessee
$1.49M +$1.43K +16 +0.1%
Invesco
274
Invesco
Georgia
$1.49M +$131K +1,472 +10%
PWM
275
PRW Wealth Management
Massachusetts
$1.49M +$1.48M +16,600 New

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.