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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
TNB
376
TCF National Bank
South Dakota
$620K +$154K +1,652 +33%
WIA
377
World Investment Advisors
California
$616K +$31.3K +336 +5%
LFAS
378
Level Four Advisory Services
Texas
$614K -$32.1K -345 -5%
LA
379
Latitude Advisors
Florida
$607K +$609K +6,535 New
CCM
380
Crabel Capital Management
California
$607K +$609K +6,537 New
CBOR
381
Community Bank of Raymore
Missouri
$591K +$109K +1,172 +23%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$590K +$86.2K +926 +17%
FCBT
383
First Citizens Bank & Trust
North Carolina
$585K +$119K +1,274 +25%
PS
384
Portfolio Solutions
Michigan
$577K
RCM
385
Radnor Capital Management
Pennsylvania
$574K
AWM
386
Aries Wealth Management
Maine
$572K +$167K +1,797 +41%
CBFP
387
Cedar Brook Financial Partners
Ohio
$567K +$76.6K +822 +16%
PFGIA
388
Patriot Financial Group Insurance Agency
Massachusetts
$561K +$146K +1,564 +35%
CMBA
389
C.M. Bidwell & Associates
Hawaii
$554K
OIA
390
Optimum Investment Advisors
Illinois
$552K
MCC
391
Money Concepts Capital
Florida
$550K +$551K +5,919 New
CL
392
CPWM LLC
Washington
$548K +$4.84K +52 +0.9%
WHG
393
Westwood Holdings Group
Texas
$547K +$188K +2,024 +52%
CA
394
CGN Advisors
Kansas
$540K +$541K +5,811 New
SS
395
Sunbelt Securities
Texas
$527K -$192K -2,067 -27%
BFO
396
Boston Family Office
Massachusetts
$521K +$523K +5,611 New
AWA
397
Acorn Wealth Advisors
Michigan
$513K +$515K +5,530 New
JPLA
398
Joseph P. Lucia & Associates
New York
$511K +$201K +2,157 +64%
DW
399
Domani Wealth
Pennsylvania
$504K -$701K -7,527 -58%
FHA
400
Flagship Harbor Advisors
Massachusetts
$502K -$183K -1,964 -27%

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.