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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
BFEC
376
Benjamin F. Edwards & Company
Missouri
$582K +$18.2K +200 +3%
OFS
377
Orrstown Financial Services
Pennsylvania
$577K -$75.7K -834 -11%
MOS
378
MGO One Seven
Ohio
$577K +$224K +2,471 +61%
AssetMark Inc
379
AssetMark Inc
California
$574K -$20K -220 -3%
CBOR
380
Community Bank of Raymore
Missouri
$564K
AWM
381
Apollon Wealth Management
South Carolina
$553K +$273K +3,009 +93%
GJIC
382
Gamble Jones Investment Counsel
California
$552K -$49.5K -545 -8%
PS
383
Portfolio Solutions
Michigan
$552K
RCM
384
Radnor Capital Management
Pennsylvania
$549K
CA
385
CGN Advisors
Kansas
$545K +$30.5K +336 +6%
RI
386
Ridgewood Investments
New Jersey
$527K +$295K +3,249 +121%
22CM
387
20/20 Capital Management
California
$525K -$236K -2,595 -30%
MFT
388
Moisand Fitzgerald Tamayo
Florida
$523K -$76.1K -838 -12%
MFA
389
Mayflower Financial Advisors
Massachusetts
$509K +$182K +2,000 +54%
WB
390
WesBanco Bank
West Virginia
$504K +$516K +5,681 New
TA
391
TrueWealth Advisors
Alabama
$502K +$511K +5,628 New
HH
392
Hilltop Holdings
Texas
$487K +$499K +5,491 New
Squarepoint
393
Squarepoint
New York
$487K +$499K +5,491 New
BPB
394
Badgley, Phelps & Bell
Washington
$485K -$871K -9,586 -64%
FHA
395
Flagship Harbor Advisors
Massachusetts
$483K +$3.45K +38 +0.7%
TC
396
Trilogy Capital
California
$482K +$73.9K +814 +18%
CMBA
397
C.M. Bidwell & Associates
Hawaii
$480K -$50.9K -561 -9%
IA
398
Insight Advisors
Pennsylvania
$479K -$3.09K -34 -0.6%
CFG
399
Citizens Financial Group
Rhode Island
$474K -$578K -6,370 -54%
MG
400
Mather Group
Illinois
$473K

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.