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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
IA
401
Insight Advisors
Pennsylvania
$502K +$503K +5,405 New
MG
402
Mather Group
Illinois
$495K +$496K +5,329 New
BFG
403
Berger Financial Group
Minnesota
$494K +$495K +5,319 New
MAWCM
404
Mine & Arao Wealth Creation & Management
California
$490K +$1.86K +20 +0.4%
PWM
405
Perigon Wealth Management
California
$489K +$491K +5,268 New
FPFS
406
First Personal Financial Services
North Carolina
$481K
SRC
407
Shufro Rose & Co
New York
$472K
MPIA
408
Mountain Pacific Investment Advisers
Idaho
$472K +$129K +1,384 +37%
CIC
409
Cutler Investment Counsel
Oregon
$465K +$466K +5,003 New
NEWAS
410
N.E.W. Advisory Services
Wisconsin
$456K +$224K +2,406 +96%
UB
411
UMB Bank
Missouri
$453K +$454K +4,879 New
PIP
412
Peachtree Investment Partners
Florida
$445K -$368K -3,954 -45%
WS
413
Wedbush Securities
California
$438K
F
414
F3Logic
Minnesota
$436K +$60.1K +645 +16%
VAS
415
Vestmark Advisory Solutions
Massachusetts
$432K +$26.6K +286 +7%
TC
416
Trilogy Capital
California
$429K -$17.6K -189 -4%
BMA
417
Brooks Moore & Associates
Tennessee
$429K
LAM
418
LifePro Asset Management
California
$428K +$429K +4,610 New
VNA
419
Valley National Advisers
Pennsylvania
$426K -$30.3K -325 -7%
PPP
420
Private Portfolio Partners
New Jersey
$424K +$207K +2,221 +95%
WFM
421
Wolff Financial Management
Michigan
$423K +$55.3K +594 +15%
DY
422
Dowling & Yahnke
California
$422K -$29.8K -320 -7%
FHA
423
First Horizon Advisors
Tennessee
$422K -$5.68K -61 -1%
HCP
424
Holt Capital Partners
Texas
$418K
5L
425
55I LLC
Massachusetts
$416K -$748K -8,029 -64%

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.