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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
EA
301
Eclectic Associates
California
$1.17M +$81.5K +900 +7%
COCM
302
Charter Oak Capital Management
New Hampshire
$1.17M -$121K -1,331 -9%
ATC
303
Argent Trust Co
Tennessee
$1.17M +$155K +1,709 +15%
NPP
304
New Potomac Partners
Maryland
$1.16M -$209K -2,311 -15%
NB
305
Nicolet Bankshares
Wisconsin
$1.16M
AIM
306
Anchor Investment Management
South Carolina
$1.16M -$95.1K -1,050 -8%
BBA
307
BLB&B Advisors
Pennsylvania
$1.16M -$12.2K -135 -1%
GL
308
Graypoint LLC
New York
$1.14M -$92.4K -1,020 -7%
PA
309
PFG Advisors
Arizona
$1.14M -$15.6K -172 -1%
RC
310
Roundview Capital
New Jersey
$1.13M +$17.3K +191 +2%
FWIA
311
Fort Washington Investment Advisors
Ohio
$1.1M -$396K -4,372 -26%
KA
312
Kovack Advisors
Florida
$1.07M +$19.4K +214 +2%
DP
313
Denver PWM
Colorado
$1.06M +$20.8K +230 +2%
SFG
314
SNS Financial Group
Minnesota
$1.05M +$160K +1,764 +18%
ACS
315
Archford Capital Strategies
Illinois
$1.05M +$81.7K +902 +8%
PP
316
Professional Planning
California
$1.04M -$2.98M -32,878 -74%
GWMIA
317
Global Wealth Management Investment Advisory
Florida
$1.04M +$18.7K +206 +2%
CAC
318
Certified Advisory Corp
Florida
$1.04M +$161K +1,781 +18%
RW
319
REDW Wealth
New Mexico
$1.03M -$13.9K -153 -1%
WTFG
320
Wells Trecaso Financial Group
Ohio
$1.01M -$90.6K -1,000 -8%
WAG
321
Winthrop Advisory Group
Massachusetts
$988K +$4.62K +51 +0.5%
SAM
322
Secure Asset Management
Michigan
$986K +$396K +4,371 +66%
BWA
323
Beam Wealth Advisors
Louisiana
$967K +$44.7K +494 +5%
HB
324
Homrich & Berg
Georgia
$966K -$44.6K -492 -4%
EPWM
325
Essex Private Wealth Management
Massachusetts
$959K -$1M -11,085 -51%

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.