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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
RJT
276
Raymond James Trust
Florida
$1.48M -$39.8K -440 -3%
SCA
277
Spearhead Capital Advisors
Florida
$1.48M +$328K +3,623 +28%
DSC
278
Duncker Streett & Co
Missouri
$1.47M +$634 +7 +0%
EH
279
Equitable Holdings
New York
$1.44M -$61.8K -683 -4%
BPA
280
Beacon Pointe Advisors
California
$1.44M +$1.09M +12,081 +302%
JAG
281
Journey Advisory Group
Kentucky
$1.4M +$110K +1,217 +8%
AWM
282
Aries Wealth Management
Maine
$1.39M +$118K +1,308 +9%
CIBC World Market
283
CIBC World Market
Ontario, Canada
$1.36M +$30K +331 +2%
MMA
284
Miracle Mile Advisors
California
$1.33M -$131K -1,445 -9%
NG
285
Northstar Group
New York
$1.29M -$83.8K -925 -6%
VC
286
Veery Capital
Delaware
$1.29M +$35K +387 +3%
Invesco
287
Invesco
Georgia
$1.28M -$207K -2,281 -14%
SEP
288
Southland Equity Partners
Missouri
$1.27M -$138K -1,521 -10%
LFGH
289
Lee Financial Group Hawaii
Hawaii
$1.26M +$78.1K +863 +7%
MW
290
Marcum Wealth
Ohio
$1.26M -$12.1K -134 -0.9%
CA
291
Calton & Associates
Florida
$1.26M +$110K +1,218 +9%
PPW
292
Pasadena Private Wealth
California
$1.26M -$4.81M -53,088 -79%
PWM
293
PBMares Wealth Management
Virginia
$1.24M
USCWA
294
U.S. Capital Wealth Advisors
Texas
$1.22M +$1.24M +13,640 New
LC
295
LCNB Corp
Ohio
$1.2M -$20.4K -225 -2%
OWA
296
Outlook Wealth Advisors
Texas
$1.19M -$28.7K -317 -2%
SWA
297
Sax Wealth Advisors
New Jersey
$1.18M +$305K +3,368 +34%
IFG
298
Independent Financial Group
California
$1.18M +$83.7K +924 +8%
IA
299
IFG Advisors
Missouri
$1.18M +$356K +3,932 +43%
SIM
300
Sadoff Investment Management
Wisconsin
$1.17M +$12.3K +136 +1%

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.