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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
SIM
276
Sadoff Investment Management
Wisconsin
$1.39M
IAN
277
Integrated Advisors Network
Texas
$1.38M +$336K +3,609 +32%
CAMG
278
CWA Asset Management Group
Florida
$1.37M +$1.08M +11,647 +375%
UFA
279
US Financial Advisors
Massachusetts
$1.37M +$1.37M +14,713 New
DI
280
DAGCO Inc
Ohio
$1.35M +$105K +1,129 +8%
OIA
281
OneDigital Investment Advisors
Kansas
$1.35M +$704K +7,563 +108%
LC
282
LCNB Corp
Ohio
$1.34M -$14K -150 -1%
AIM
283
Anchor Investment Management
South Carolina
$1.31M -$9.31K -100 -0.7%
OPWM
284
Oxinas Partners Wealth Management
Indiana
$1.3M +$1.3M +14,011 New
BCA
285
Bay Colony Advisors
Massachusetts
$1.3M +$40.8K +438 +3%
BAM
286
Belpointe Asset Management
Nevada
$1.3M +$706K +7,577 +119%
FA
287
Fortis Advisors
Pennsylvania
$1.3M +$4.84K +52 +0.4%
RPWA
288
Regent Peak Wealth Advisors
Georgia
$1.29M -$87.4K -938 -6%
PWM
289
PBMares Wealth Management
Virginia
$1.29M -$74K -795 -5%
AFA
290
Arlington Financial Advisors
California
$1.28M +$104K +1,116 +9%
SWM
291
Soundmark Wealth Management
Washington
$1.28M +$1.29M +13,805 New
VA
292
Valmark Advisers
Ohio
$1.28M -$10.4K -112 -0.8%
MW
293
Marcum Wealth
Ohio
$1.24M -$77.3K -830 -6%
NPP
294
New Potomac Partners
Maryland
$1.24M +$1.11M +11,920 +816%
HB
295
Homrich & Berg
Georgia
$1.23M +$969K +10,402 +360%
JAG
296
Journey Advisory Group
Kentucky
$1.23M +$1.23M +13,198 New
RPCA
297
Running Point Capital Advisors
California
$1.22M +$1.22M +13,085 New
IA
298
IFP Advisors
Florida
$1.21M +$429K +4,610 +55%
SAM
299
Secure Asset Management
Michigan
$1.2M -$56.1K -602 -4%
VC
300
Veery Capital
Delaware
$1.2M +$1.2M +12,915 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.