We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BSWA
376
Bromfield Sneider Wealth Advisors
Massachusetts
$597K +$301K +3,841 +100%
Luther King Capital Management (LKCM)
377
Luther King Capital Management (LKCM)
Texas
$591K
WAG
378
Winthrop Advisory Group
Massachusetts
$590K -$247K -3,155 -29%
9WM
379
9258 Wealth Management
Ohio
$589K -$138K -1,763 -19%
KFS
380
Kelly Financial Services
Massachusetts
$588K +$171K +2,187 +41%
CHA
381
Carmichael Hill & Associates
Maryland
$583K +$23.4K +298 +4%
FWM
382
Frontier Wealth Management
Missouri
$570K -$87.1K -1,111 -13%
BCI
383
Brinker Capital Investments
Pennsylvania
$570K
BF
384
BOK Financial
Oklahoma
$568K -$23.5K -300 -4%
RFC
385
Regions Financial Corp
Alabama
$567K -$201K -2,565 -26%
CBOR
386
Community Bank of Raymore
Missouri
$565K -$9.8K -125 -2%
RPCA
387
Running Point Capital Advisors
California
$562K
IGWM
388
ICA Group Wealth Management
Colorado
$561K -$46.9K -598 -8%
EAM
389
Evanson Asset Management
California
$554K +$78 +1 +0%
PBF
390
Petix & Botte Financial
California
$553K -$584K -7,443 -51%
CAL
391
Capital Analysts LLC
Pennsylvania
$553K +$36.8K +469 +7%
EHC
392
Everett Harris & Co
California
$547K -$1.96K -25 -0.4%
JIC
393
Joel Isaacson & Co
New York
$545K
NB
394
NBT Bank
New York
$544K
ASN
395
Advisory Services Network
Georgia
$530K +$22.4K +286 +4%
GWM
396
GSB Wealth Management
Connecticut
$520K -$150K -1,917 -22%
AA
397
Alesco Advisors
New York
$516K +$521K +6,645 New
TLFA
398
True Link Financial Advisors
California
$504K -$41.4M -527,844 -99%
AP
399
Adero Partners
California
$499K -$231K -2,945 -32%
RA
400
RFG Advisory
Alabama
$499K +$5.02K +64 +1%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.