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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
KeyBank National Association
276
KeyBank National Association
Ohio
$1.49M
DSC
277
Duncker Streett & Co
Missouri
$1.48M +$1.16K +13 +0.1%
NGA
278
Naples Global Advisors
Florida
$1.47M +$448K +5,018 +44%
MMA
279
Miracle Mile Advisors
California
$1.47M -$26.7K -299 -2%
IWM
280
IHT Wealth Management
Illinois
$1.42M -$60.7K -680 -4%
SEP
281
Southland Equity Partners
Missouri
$1.41M +$166K +1,857 +13%
BRC
282
BHF RG Capital
Arizona
$1.41M -$9.02M -100,975 -87%
NG
283
Northstar Group
New York
$1.38M -$49.1K -550 -3%
SWM
284
Spire Wealth Management
Virginia
$1.38M -$99.5K -1,114 -7%
NPP
285
New Potomac Partners
Maryland
$1.38M +$40.6K +455 +3%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$1.34M +$37.2K +417 +3%
JAG
287
Journey Advisory Group
Kentucky
$1.3M -$30.5K -342 -2%
COCM
288
Charter Oak Capital Management
New Hampshire
$1.29M -$3.04K -34 -0.2%
MW
289
Marcum Wealth
Ohio
$1.28M -$38.6K -432 -3%
MOS
290
MGO One Seven
Ohio
$1.28M +$689K +7,710 +119%
AWM
291
Aries Wealth Management
Maine
$1.28M +$188K +2,106 +17%
BC
292
Barnett & Company
Tennessee
$1.27M -$6.09M -68,226 -83%
VC
293
Veery Capital
Delaware
$1.26M +$25.5K +285 +2%
AIM
294
Anchor Investment Management
South Carolina
$1.26M -$2.14K -24 -0.2%
PWM
295
PBMares Wealth Management
Virginia
$1.25M -$3.57K -40 -0.3%
GL
296
Graypoint LLC
New York
$1.24M -$1.08M -12,047 -47%
LC
297
LCNB Corp
Ohio
$1.23M +$22.3K +250 +2%
OWA
298
Outlook Wealth Advisors
Texas
$1.23M +$49K +549 +4%
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$1.2M +$107K +1,194 +10%
WP
300
WealthPLAN Partners
Nebraska
$1.2M +$97K +1,086 +9%

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.