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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
FHA
326
Flagship Harbor Advisors
Massachusetts
$954K
HWA
327
HHM Wealth Advisors
Tennessee
$953K
CGPCS
328
Capital Group Private Client Services
California
$948K +$960K +10,600 New
BPC
329
Banque Pictet & Cie
Switzerland
$927K
HFG
330
Heron Financial Group
New York
$918K +$6.16K +68 +0.7%
PCM
331
Parsons Capital Management
Rhode Island
$914K -$46.2K -510 -5%
WP
332
WealthSource Partners
California
$904K -$123K -1,357 -12%
RPCA
333
Running Point Capital Advisors
California
$894K +$146K +1,615 +19%
RPWA
334
Regent Peak Wealth Advisors
Georgia
$890K -$61.1K -675 -6%
NWM
335
Northwest Wealth Management
Iowa
$882K -$220K -2,432 -20%
LSA
336
Lion Street Advisors
Texas
$879K +$798K +8,812 +881%
Lido Advisors
337
Lido Advisors
California
$867K -$17.7K -196 -2%
TCOV
338
Trust Company of Vermont
Vermont
$860K +$30.5K +337 +4%
CAMG
339
CWA Asset Management Group
Florida
$859K +$25.9K +286 +3%
FA
340
Flagstar Advisors
New York
$858K +$869K +9,597 New
MOS
341
MGO One Seven
Ohio
$849K -$422K -4,661 -33%
FWM
342
Frontier Wealth Management
Missouri
$848K -$114K -1,255 -12%
AA
343
Ancora Advisors
Ohio
$837K +$83.4K +921 +11%
TI
344
tru Independence
Oregon
$836K +$846K +9,346 New
RIG
345
Ramiah Investment Group
Wisconsin
$823K +$100K +1,109 +14%
IF
346
Insight Folios
North Carolina
$817K +$1.54K +17 +0.2%
EAM
347
Evanson Asset Management
California
$812K +$172K +1,902 +27%
TWM
348
TriaGen Wealth Management
California
$811K +$32.9K +363 +4%
LAM
349
LifePro Asset Management
California
$810K +$530K +5,853 +183%
PD
350
Planning Directions
Pennsylvania
$808K +$312K +3,447 +62%

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.