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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
Invesco
276
Invesco
Georgia
$1.34M +$5.99K +66 +0.4%
SIM
277
Sadoff Investment Management
Wisconsin
$1.33M
NPP
278
New Potomac Partners
Maryland
$1.32M +$133K +1,470 +11%
JAG
279
Journey Advisory Group
Kentucky
$1.31M +$147K +1,623 +12%
CF
280
Centaurus Financial
California
$1.31M -$319K -3,511 -19%
AFA
281
Arlington Financial Advisors
California
$1.31M +$83K +914 +7%
MW
282
Marcum Wealth
Ohio
$1.3M +$113K +1,248 +9%
OIA
283
OneDigital Investment Advisors
Kansas
$1.29M
BAM
284
Belpointe Asset Management
Nevada
$1.29M +$53.2K +586 +4%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$1.28M +$353K +3,886 +37%
COCM
286
Charter Oak Capital Management
New Hampshire
$1.28M +$150K +1,651 +13%
AIM
287
Anchor Investment Management
South Carolina
$1.24M -$13.4K -148 -1%
PWM
288
PBMares Wealth Management
Virginia
$1.24M
SEP
289
Southland Equity Partners
Missouri
$1.23M +$290K +3,190 +30%
VC
290
Veery Capital
Delaware
$1.22M +$73.6K +810 +6%
RPWA
291
Regent Peak Wealth Advisors
Georgia
$1.2M -$34.1K -375 -3%
LC
292
LCNB Corp
Ohio
$1.19M -$99.9K -1,100 -8%
IFG
293
Independent Financial Group
California
$1.18M +$31.2K +344 +3%
OWA
294
Outlook Wealth Advisors
Texas
$1.16M -$1.69M -18,568 -59%
NB
295
Nicolet Bankshares
Wisconsin
$1.15M +$1.18M +12,992 New
BWA
296
Beam Wealth Advisors
Louisiana
$1.14M -$1.48M -16,260 -56%
CCM
297
Coe Capital Management
Illinois
$1.13M +$254K +2,793 +28%
BCA
298
Bay Colony Advisors
Massachusetts
$1.12M -$124K -1,360 -10%
RW
299
REDW Wealth
New Mexico
$1.11M +$323K +3,555 +40%
HB
300
Homrich & Berg
Georgia
$1.11M -$74.3K -818 -6%

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.