We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
326
Roundview Capital
New Jersey
$935K +$115K +1,233 +14%
KPW
327
Kore Private Wealth
New York
$930K +$933K +10,016 New
TWM
328
TriaGen Wealth Management
California
$919K +$921K +9,893 New
CCM
329
Coe Capital Management
Illinois
$918K -$6.52K -70 -0.7%
PFC
330
Poplar Forest Capital
California
$916K +$44.8K +481 +5%
EA
331
Eclectic Associates
California
$908K +$911K +9,783 New
CAG
332
Compass Advisory Group
New York
$907K +$910K +9,767 New
IF
333
Insight Folios
North Carolina
$905K -$36.7K -394 -4%
NWM
334
Northwest Wealth Management
Iowa
$899K +$70.2K +754 +8%
KA
335
Kovack Advisors
Florida
$895K +$49.4K +530 +6%
Lido Advisors
336
Lido Advisors
California
$887K +$3.17K +34 +0.4%
TCOV
337
Trust Company of Vermont
Vermont
$883K +$46.9K +504 +6%
SCG
338
Sonata Capital Group
Washington
$882K -$39.6K -425 -4%
SCA
339
Spearhead Capital Advisors
Florida
$871K +$267K +2,864 +44%
GVAG
340
Great Valley Advisor Group
Delaware
$867K +$94.1K +1,010 +12%
AAMC
341
Asset Allocation & Management Company
Illinois
$851K -$190K -2,042 -18%
DP
342
Denver PWM
Colorado
$841K +$844K +9,059 New
FF
343
FourThought Financial
Florida
$835K +$838K +9,002 New
PA
344
PFG Advisors
Arizona
$832K +$158K +1,692 +23%
RW
345
REDW Wealth
New Mexico
$831K
EP
346
Eudaimonia Partners
Tennessee
$826K -$284K -3,051 -26%
SFG
347
SNS Financial Group
Minnesota
$814K +$144K +1,549 +21%
Luther King Capital Management (LKCM)
348
Luther King Capital Management (LKCM)
Texas
$793K
GSWM
349
Golden State Wealth Management
California
$784K -$40K -429 -5%
22CM
350
20/20 Capital Management
California
$783K -$169K -1,812 -18%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.