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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
ACS
326
Archford Capital Strategies
Illinois
$895K +$909K +10,015 New
PFC
327
Poplar Forest Capital
California
$888K +$12.9K +142 +1%
ABC
328
Associated Banc-Corp
Wisconsin
$874K -$1.74M -19,194 -66%
IF
329
Insight Folios
North Carolina
$862K -$3K -33 -0.3%
CAMG
330
CWA Asset Management Group
Florida
$858K -$462K -5,082 -34%
TWM
331
TriaGen Wealth Management
California
$857K -$21.3K -234 -2%
WPA
332
West Paces Advisors
Georgia
$841K -$146K -1,613 -15%
CAC
333
Certified Advisory Corp
Florida
$840K +$860K +9,468 New
SCG
334
Sonata Capital Group
Washington
$829K -$13.6K -150 -2%
ANTB
335
AMG National Trust Bank
Colorado
$818K +$169K +1,860 +25%
AAMC
336
Asset Allocation & Management Company
Illinois
$813K
PA
337
PFG Advisors
Arizona
$800K +$4.72K +52 +0.6%
FF
338
FourThought Financial
Florida
$798K
RPCA
339
Running Point Capital Advisors
California
$793K -$376K -4,145 -32%
EP
340
Eudaimonia Partners
Tennessee
$789K -$1.54K -17 -0.2%
SFG
341
SNS Financial Group
Minnesota
$789K +$11.5K +127 +1%
JPLA
342
Joseph P. Lucia & Associates
New York
$781K +$299K +3,295 +60%
EI
343
Ellevest Inc
New York
$780K +$775K +8,536 +3,414%
PIMG
344
Patriot Investment Management Group
Tennessee
$756K +$149K +1,636 +24%
LA
345
Latitude Advisors
Florida
$750K +$174K +1,918 +29%
AA
346
Ancora Advisors
Ohio
$748K -$1.31M -14,429 -63%
CAG
347
Compass Advisory Group
New York
$745K -$124K -1,370 -14%
QCM
348
Quest Capital Management
Texas
$742K +$445K +4,901 +142%
HA
349
Harfst & Associates
Wyoming
$738K +$756K +8,322 New
KCM
350
Kanawha Capital Management
Virginia
$735K -$5.9K -65 -0.8%

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.