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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
CTC
376
Central Trust Company
Missouri
$671K
AWA
377
Acorn Wealth Advisors
Michigan
$666K +$52K +582 +9%
EHC
378
Everett Harris & Co
California
$663K
5L
379
55I LLC
Massachusetts
$663K +$254K +2,841 +63%
CBOR
380
Community Bank of Raymore
Missouri
$649K +$77.3K +865 +14%
CBFP
381
Cedar Brook Financial Partners
Ohio
$643K +$6.34K +71 +1%
BFO
382
Boston Family Office
Massachusetts
$642K +$28.2K +316 +5%
EAM
383
Evanson Asset Management
California
$641K +$268 +3 +0%
MGIA
384
Moneta Group Investment Advisors
Missouri
$637K -$37K -414 -6%
ASN
385
Advisory Services Network
Georgia
$636K +$6.7K +75 +1%
SAM
386
S.A. Mason
Michigan
$633K
OFS
387
Orrstown Financial Services
Pennsylvania
$630K +$45K +504 +8%
SRSA
388
S.R. Schill & Associates
Washington
$617K -$983 -11 -0.2%
BFEC
389
Benjamin F. Edwards & Company
Missouri
$609K +$18.8K +210 +3%
SAM
390
Secure Asset Management
Michigan
$598K -$126K -1,413 -18%
TFA
391
Tranquilli Financial Advisor
New Jersey
$587K -$3.31K -37 -0.6%
BONH
392
Bank of New Hampshire
New Hampshire
$586K +$581K +6,510 New
RA
393
RFG Advisory
Alabama
$580K +$148K +1,660 +35%
AssetMark Inc
394
AssetMark Inc
California
$564K -$17.9K -200 -3%
MIH
395
Meitav Investment House
Israel
$564K +$52.1K +583 +10%
PS
396
Portfolio Solutions
Michigan
$563K
GJIC
397
Gamble Jones Investment Counsel
California
$559K
RCM
398
Radnor Capital Management
Pennsylvania
$557K
WPA
399
West Paces Advisors
Georgia
$543K -$307K -3,434 -36%
TC
400
TownSquare Capital
Utah
$536K +$82.3K +921 +18%

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.