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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
351
Moisand Fitzgerald Tamayo
Florida
$793K +$261K +2,925 +50%
KCM
352
Kanawha Capital Management
Virginia
$790K +$44.7K +500 +6%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$783K +$294K +3,296 +61%
SCG
354
Sonata Capital Group
Washington
$760K -$80.4K -900 -10%
AA
355
Ancora Advisors
Ohio
$759K +$893 +10 +0.1%
RPG
356
Resource Planning Group
Georgia
$754K -$196K -2,193 -21%
RPCA
357
Running Point Capital Advisors
California
$754K -$50.3K -563 -6%
JPLA
358
Joseph P. Lucia & Associates
New York
$745K -$46.2K -517 -6%
PIMG
359
Patriot Investment Management Group
Tennessee
$744K -$22.2K -248 -3%
JIC
360
Joel Isaacson & Co
New York
$742K
RIG
361
Ramiah Investment Group
Wisconsin
$728K +$447K +4,999 +162%
QCM
362
Quest Capital Management
Texas
$727K -$25.3K -283 -3%
CCM
363
Coldstream Capital Management
Washington
$725K +$720K +8,065 New
CA
364
CGN Advisors
Kansas
$720K +$166K +1,857 +30%
Luther King Capital Management (LKCM)
365
Luther King Capital Management (LKCM)
Texas
$718K
ANTB
366
AMG National Trust Bank
Colorado
$714K -$115K -1,285 -14%
WHG
367
Westwood Holdings Group
Texas
$709K +$58.8K +658 +9%
WIA
368
World Investment Advisors
California
$699K +$58.3K +653 +9%
LFAS
369
Level Four Advisory Services
Texas
$694K +$56.9K +637 +9%
WA
370
WBH Advisory
Maryland
$687K +$307K +3,442 +84%
PFC
371
Poplar Forest Capital
California
$684K -$215K -2,410 -24%
VA
372
Valmark Advisers
Ohio
$682K -$1.29M -14,416 -66%
GSWM
373
Golden State Wealth Management
California
$681K -$40.3K -451 -6%
Manulife (Manufacturers Life Insurance)
374
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$677K +$463K +5,185 +221%
CCT
375
Country Club Trust
Missouri
$673K -$5.36K -60 -0.8%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.