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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
Patten Group
Tennessee
$1.07M +$56.3K +718 +5%
USCWA
302
U.S. Capital Wealth Advisors
Texas
$1.07M +$5.49K +70 +0.5%
HP
303
HT Partners
Connecticut
$1.06M -$6.8M -86,719 -86%
AIM
304
Allen Investment Management
New York
$1.05M -$177K -2,254 -14%
CFG
305
Cooper Financial Group
California
$1.04M +$1.05M +13,454 New
MWM
306
Merriman Wealth Management
Washington
$1.03M +$1.04M +13,222 New
MOS
307
MGO One Seven
Ohio
$1.03M +$162K +2,070 +19%
DP
308
Denver PWM
Colorado
$1.02M -$706 -9 -0.1%
NG
309
Northstar Group
New York
$997K -$33.3K -425 -3%
AC
310
Anson Capital
Georgia
$990K +$7.53K +96 +0.8%
JWCA
311
J.W. Cole Advisors
Florida
$985K -$995K -12,686 -50%
JAG
312
Journey Advisory Group
Kentucky
$967K -$226K -2,884 -19%
Invesco
313
Invesco
Georgia
$965K -$35.1K -447 -3%
SIM
314
Sadoff Investment Management
Wisconsin
$962K
FWIA
315
Fort Washington Investment Advisors
Ohio
$951K
SWM
316
Spire Wealth Management
Virginia
$939K +$326K +4,159 +52%
SWA
317
Sax Wealth Advisors
New Jersey
$910K -$53.7K -685 -6%
MWM
318
Meridian Wealth Management
Kentucky
$910K +$203K +2,595 +28%
PAG
319
Powers Advisory Group
Illinois
$909K -$36.5K -466 -4%
KA
320
Kovack Advisors
Florida
$904K -$198K -2,525 -18%
RW
321
REDW Wealth
New Mexico
$895K
VA
322
Valmark Advisers
Ohio
$890K -$640K -8,158 -42%
LSA
323
Lion Street Advisors
Texas
$873K -$51.5K -657 -6%
CAMG
324
CWA Asset Management Group
Florida
$868K +$86.1K +1,098 +11%
CCM
325
Coldstream Capital Management
Washington
$852K +$252K +3,219 +41%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.