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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
JIC
351
Joel Isaacson & Co
New York
$732K
SAM
352
Secure Asset Management
Michigan
$716K -$441K -4,857 -38%
PA
353
Paracle Advisors
Washington
$712K +$330K +3,635 +83%
GSWM
354
Golden State Wealth Management
California
$711K -$39.1K -431 -5%
Luther King Capital Management (LKCM)
355
Luther King Capital Management (LKCM)
Texas
$709K
BF
356
BOK Financial
Oklahoma
$697K -$40.9K -450 -5%
SWA
357
Sax Wealth Advisors
New Jersey
$677K +$55.9K +615 +9%
CCT
358
Country Club Trust
Missouri
$669K -$25.4K -280 -4%
GVAG
359
Great Valley Advisor Group
Delaware
$665K -$166K -1,830 -20%
MGIA
360
Moneta Group Investment Advisors
Missouri
$665K +$40K +441 +6%
CTC
361
Central Trust Company
Missouri
$661K +$28.2K +310 +4%
EHC
362
Everett Harris & Co
California
$654K -$12.3K -135 -2%
WHG
363
Westwood Holdings Group
Texas
$641K +$121K +1,327 +23%
WIA
364
World Investment Advisors
California
$633K +$36.1K +398 +6%
EAM
365
Evanson Asset Management
California
$632K +$91 +1 +0%
LFAS
366
Level Four Advisory Services
Texas
$628K +$42.2K +465 +7%
CBFP
367
Cedar Brook Financial Partners
Ohio
$628K +$88.2K +971 +16%
SAM
368
S.A. Mason
Michigan
$624K +$908 +10 +0.1%
EBSAM
369
Eubel Brady & Suttman Asset Management
Ohio
$622K +$319K +3,518 +101%
ASN
370
Advisory Services Network
Georgia
$621K -$108K -1,186 -15%
SRSA
371
S.R. Schill & Associates
Washington
$609K -$103K -1,129 -14%
TNB
372
TCF National Bank
South Dakota
$607K +$14.3K +157 +2%
AWA
373
Acorn Wealth Advisors
Michigan
$605K +$117K +1,287 +23%
BFO
374
Boston Family Office
Massachusetts
$599K +$110K +1,206 +21%
TFA
375
Tranquilli Financial Advisor
New Jersey
$582K -$1.09M -11,965 -65%

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.