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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
376
Boston Family Office
Massachusetts
$661K +$23.2K +256 +4%
5L
377
55I LLC
Massachusetts
$653K -$6.34K -70 -0.9%
CAL
378
Capital Analysts LLC
Pennsylvania
$638K +$142K +1,565 +28%
CF
379
Centaurus Financial
California
$637K -$399K -4,401 -38%
EHC
380
Everett Harris & Co
California
$637K -$22.6K -250 -3%
BCA
381
Bay Colony Advisors
Massachusetts
$633K -$398K -4,396 -38%
SAM
382
S.A. Mason
Michigan
$629K
MSFS
383
Main Street Financial Solutions
Pennsylvania
$628K -$182K -2,014 -22%
NB
384
NBT Bank
New York
$626K +$99.6K +1,100 +19%
BC
385
Barnett & Company
Tennessee
$623K -$649K -7,165 -51%
CCT
386
Country Club Trust
Missouri
$616K -$54.2K -598 -8%
IWM
387
IHT Wealth Management
Illinois
$615K -$804K -8,883 -56%
Manulife (Manufacturers Life Insurance)
388
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$612K -$62.1K -686 -9%
OFS
389
Orrstown Financial Services
Pennsylvania
$612K -$16.4K -181 -3%
SRSA
390
S.R. Schill & Associates
Washington
$612K -$1.45K -16 -0.2%
CBFP
391
Cedar Brook Financial Partners
Ohio
$608K -$31.7K -350 -5%
CA
392
CGN Advisors
Kansas
$593K -$124K -1,373 -17%
BONH
393
Bank of New Hampshire
New Hampshire
$586K
OIA
394
OneDigital Investment Advisors
Kansas
$585K -$283K -3,125 -32%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$581K -$24.5K -271 -4%
TFA
396
Tranquilli Financial Advisor
New Jersey
$563K -$20.8K -230 -4%
TC
397
TownSquare Capital
Utah
$562K +$31.3K +346 +6%
GJIC
398
Gamble Jones Investment Counsel
California
$556K
PS
399
Portfolio Solutions
Michigan
$556K
WB
400
WesBanco Bank
West Virginia
$554K +$46.9K +518 +9%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.