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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Calton & Associates
Florida
$1.31M +$53.6K +635 +4%
AIM
302
Allen Investment Management
New York
$1.29M -$301K -3,560 -18%
RJT
303
Raymond James Trust
Florida
$1.28M -$124K -1,469 -9%
DSC
304
Duncker Streett & Co
Missouri
$1.26M -$88.7K -1,051 -6%
VC
305
Veery Capital
Delaware
$1.26M +$44.1K +522 +4%
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$1.25M +$2.03K +24 +0.2%
DAS
307
Dynamic Advisor Solutions
Arizona
$1.25M -$698K -8,265 -35%
GWA
308
Geometric Wealth Advisors
District of Columbia
$1.23M +$1.27M +15,039 New
KeyBank National Association
309
KeyBank National Association
Ohio
$1.23M -$130K -1,536 -9%
JAG
310
Journey Advisory Group
Kentucky
$1.23M -$38.4K -455 -3%
WTFG
311
Wells Trecaso Financial Group
Ohio
$1.22M +$291K +3,450 +30%
EH
312
Equitable Holdings
New York
$1.21M -$123K -1,460 -9%
SEP
313
Southland Equity Partners
Missouri
$1.19M +$112K +1,324 +10%
PBF
314
Petix & Botte Financial
California
$1.19M +$615K +7,289 +100%
SAM
315
Secure Asset Management
Michigan
$1.19M +$50.7K +600 +4%
MW
316
Marcum Wealth
Ohio
$1.17M +$11.9K +141 +1%
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$1.16M +$882K +10,445 +277%
KA
318
Kovack Advisors
Florida
$1.16M -$88.2K -1,044 -7%
PWM
319
PBMares Wealth Management
Virginia
$1.16M +$27.9K +331 +2%
SWP
320
Strategic Wealth Partners
Ohio
$1.14M -$803K -9,506 -41%
ACS
321
Archford Capital Strategies
Illinois
$1.14M +$163K +1,935 +16%
USCWA
322
U.S. Capital Wealth Advisors
Texas
$1.12M +$1.35K +16 +0.1%
RC
323
Roundview Capital
New Jersey
$1.09M +$78.3K +927 +7%
MIM
324
Moseley Investment Management
Florida
$1.09M -$2.43M -28,836 -68%
NG
325
Northstar Group
New York
$1.09M -$8.44K -100 -0.7%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.