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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
WTFG
301
Wells Trecaso Financial Group
Ohio
$1.09M
WP
302
WealthPLAN Partners
Nebraska
$1.08M +$38.1K +419 +4%
AWM
303
Aries Wealth Management
Maine
$1.08M +$534K +5,881 +94%
Koshinski Asset Management
304
Koshinski Asset Management
Illinois
$1.08M +$123K +1,349 +13%
PBF
305
Petix & Botte Financial
California
$1.07M -$33.2K -366 -3%
RC
306
Roundview Capital
New Jersey
$1.06M +$168K +1,854 +18%
MSFS
307
Main Street Financial Solutions
Pennsylvania
$1.06M -$59.5K -655 -5%
CA
308
Calton & Associates
Florida
$1.05M +$62.6K +689 +6%
BBA
309
BLB&B Advisors
Pennsylvania
$1.03M +$52.2K +575 +5%
NWM
310
Northwest Wealth Management
Iowa
$1.02M +$170K +1,868 +19%
SCA
311
Spearhead Capital Advisors
Florida
$1.02M +$191K +2,101 +22%
NGA
312
Naples Global Advisors
Florida
$1M +$297K +3,265 +40%
ATC
313
Argent Trust Co
Tennessee
$985K +$257K +2,834 +34%
PCM
314
Parsons Capital Management
Rhode Island
$980K -$107K -1,175 -10%
WAG
315
Winthrop Advisory Group
Massachusetts
$963K +$3.09K +34 +0.3%
GWMIA
316
Global Wealth Management Investment Advisory
Florida
$959K +$19.6K +216 +2%
RPG
317
Resource Planning Group
Georgia
$938K +$12.6K +139 +1%
KA
318
Kovack Advisors
Florida
$934K +$80.6K +888 +9%
CBT
319
Capital Bank & Trust
California
$928K +$9.81K +108 +1%
FWM
320
Frontier Wealth Management
Missouri
$927K +$13.2K +145 +1%
TCOV
321
Trust Company of Vermont
Vermont
$926K +$83.7K +922 +10%
BPC
322
Banque Pictet & Cie
Switzerland
$919K
EA
323
Eclectic Associates
California
$915K +$48.2K +531 +5%
Lido Advisors
324
Lido Advisors
California
$904K +$57.2K +630 +7%
HFG
325
Heron Financial Group
New York
$900K -$72K -793 -7%

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.