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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
BU
251
BBVA USA
Alabama
$1.96M -$170K -1,872 -8%
DADC
252
D.A. Davidson & Co
Montana
$1.95M +$28.3K +313 +1%
CCA
253
Cadent Capital Advisors
Oklahoma
$1.92M -$1.68M -18,522 -46%
CFGF
254
Compass Financial Group (Florida)
Florida
$1.9M +$45.4K +501 +2%
SF
255
Summit Financial
New Jersey
$1.89M -$65.2K -720 -3%
SC
256
Schiavi & Co
Delaware
$1.87M +$939K +10,375 +99%
PBF
257
Petix & Botte Financial
California
$1.85M +$778K +8,587 +71%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$1.84M -$76.8K -848 -4%
AIM
259
Allen Investment Management
New York
$1.82M
CIA
260
Capital Investment Advisors
Georgia
$1.81M +$24.5K +271 +1%
MA
261
Mutual Advisors
Nebraska
$1.78M +$47.6K +526 +3%
SWP
262
Stratos Wealth Partners
Ohio
$1.75M -$266K -2,941 -13%
BS
263
Boenning & Scattergood
Pennsylvania
$1.71M -$21.4K -236 -1%
LA
264
LexAurum Advisors
Kansas
$1.67M -$4.17K -46 -0.2%
AFA
265
Arlington Financial Advisors
California
$1.67M -$34.6K -382 -2%
MAFM
266
Mid Atlantic Financial Management
Pennsylvania
$1.65M +$7.06K +78 +0.4%
FIA
267
Foundations Investment Advisors
Arizona
$1.64M +$1.66M +18,348 New
SB
268
Simmons Bank
Arkansas
$1.59M -$375K -4,138 -19%
RFC
269
Regions Financial Corp
Alabama
$1.58M +$1.6M +17,630 New
VNIM
270
Vaughan Nelson Investment Management
Texas
$1.55M -$5.43K -60 -0.3%
EFG
271
Everhart Financial Group
Ohio
$1.53M -$18K -199 -1%
PG
272
Patten Group
Tennessee
$1.5M +$17.4K +192 +1%
EP
273
Eudaimonia Partners
Tennessee
$1.5M +$421K +4,651 +38%
BP
274
Ballentine Partners
Massachusetts
$1.5M
KeyBank National Association
275
KeyBank National Association
Ohio
$1.48M

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.