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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
MAWCM
401
Mine & Arao Wealth Creation & Management
California
$469K +$454 +5 +0.1%
FPFS
402
First Personal Financial Services
North Carolina
$464K +$4.54K +50 +1%
CIC
403
Cutler Investment Counsel
Oregon
$463K +$19.9K +219 +4%
PWM
404
Perigon Wealth Management
California
$456K -$11.6K -128 -2%
MPIA
405
Mountain Pacific Investment Advisers
Idaho
$451K
WFM
406
Wolff Financial Management
Michigan
$445K +$42.3K +466 +10%
TC
407
TownSquare Capital
Utah
$445K +$149K +1,636 +48%
OMC
408
Old Mission Capital
Illinois
$441K -$2.62M -28,823 -85%
UB
409
UMB Bank
Missouri
$433K
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$427K -$112K -1,232 -20%
RA
411
RFG Advisory
Alabama
$425K +$66.9K +737 +18%
LIM
412
Loudon Investment Management
New Hampshire
$421K +$30K +330 +7%
PPP
413
Private Portfolio Partners
New Jersey
$418K +$12.7K +140 +3%
BFG
414
Berger Financial Group
Minnesota
$416K -$57.2K -630 -12%
3LCM
415
3D/L Capital Management
Connecticut
$411K +$420K +4,628 New
BMA
416
Brooks Moore & Associates
Tennessee
$410K
T
417
TRUADVICE
Florida
$409K +$23.9K +263 +6%
Financial Engines Advisors
418
Financial Engines Advisors
California
$405K +$98.3K +1,083 +31%
5L
419
55I LLC
Massachusetts
$402K +$5.09K +56 +1%
CAG
420
Crestwood Advisors Group
Massachusetts
$400K +$410K +4,510 New
LIM
421
Leavell Investment Management
Alabama
$398K +$13.6K +150 +3%
WP
422
WMS Partners
Maryland
$393K -$320K -3,519 -44%
DI
423
DAGCO Inc
Ohio
$392K -$922K -10,155 -70%
LA
424
LVW Advisors
New York
$389K +$19.4K +214 +5%
NB
425
NBT Bank
New York
$388K

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.