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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
IIC
351
Integrated Investment Consultants
Michigan
$777K -$64.9K -697 -8%
KCM
352
Kanawha Capital Management
Virginia
$775K +$103K +1,105 +15%
Kovitz Investment Group Partners
353
Kovitz Investment Group Partners
Illinois
$772K -$571K -6,134 -42%
BF
354
BOK Financial
Oklahoma
$772K -$14.6K -157 -2%
ATC
355
Argent Trust Co
Tennessee
$768K +$85.9K +922 +13%
JIC
356
Joel Isaacson & Co
New York
$766K
ASN
357
Advisory Services Network
Georgia
$759K +$29.7K +319 +4%
NGA
358
Naples Global Advisors
Florida
$749K +$401K +4,310 +115%
SRSA
359
S.R. Schill & Associates
Washington
$742K +$251K +2,698 +51%
ECA
360
Elevated Capital Advisors
Utah
$741K -$40.7K -437 -5%
WP
361
WMS Partners
Maryland
$738K
CCT
362
Country Club Trust
Missouri
$727K +$58.2K +625 +9%
EHC
363
Everett Harris & Co
California
$697K -$41.9K -450 -6%
ANTB
364
AMG National Trust Bank
Colorado
$683K +$421K +4,520 +159%
OFS
365
Orrstown Financial Services
Pennsylvania
$682K
AIC
366
Ameritas Investment Company
Nebraska
$674K +$187K +2,007 +38%
CTC
367
Central Trust Company
Missouri
$664K +$282K +3,027 +73%
EAM
368
Evanson Asset Management
California
$661K +$279 +3 +0%
MGIA
369
Moneta Group Investment Advisors
Missouri
$655K +$161K +1,727 +32%
SAM
370
S.A. Mason
Michigan
$652K +$244K +2,625 +60%
SWA
371
Sax Wealth Advisors
New Jersey
$651K +$653K +7,013 New
PIMG
372
Patriot Investment Management Group
Tennessee
$639K -$354K -3,796 -36%
GJIC
373
Gamble Jones Investment Counsel
California
$628K
MFT
374
Moisand Fitzgerald Tamayo
Florida
$625K -$31.7K -340 -5%
AssetMark Inc
375
AssetMark Inc
California
$621K +$53.2K +571 +9%

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.