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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
WHG
401
Westwood Holdings Group
Texas
$553K -$154K -1,701 -22%
TFS
402
TrustCore Financial Services
Tennessee
$542K +$165K +1,821 +43%
SB
403
Strategic Blueprint
Georgia
$540K +$192K +2,125 +54%
3LCM
404
3D/L Capital Management
Connecticut
$526K +$34.8K +384 +7%
ASN
405
Advisory Services Network
Georgia
$525K -$108K -1,192 -17%
AssetMark Inc
406
AssetMark Inc
California
$525K -$36.8K -406 -6%
MFA
407
Mayflower Financial Advisors
Massachusetts
$524K +$453 +5 +0.1%
RA
408
RFG Advisory
Alabama
$511K -$66.3K -732 -11%
CIC
409
Cutler Investment Counsel
Oregon
$504K +$36.9K +408 +8%
PFG
410
Pacific Financial Group
Washington
$504K +$94.4K +1,042 +23%
CAG
411
Compass Advisory Group
New York
$499K +$135K +1,495 +37%
WPA
412
West Paces Advisors
Georgia
$499K -$42K -464 -8%
RI
413
Ridgewood Investments
New Jersey
$492K +$48K +530 +11%
SFP
414
Sterling Financial Planning
New Jersey
$482K +$128K +1,419 +36%
MAWCM
415
Mine & Arao Wealth Creation & Management
California
$475K +$634 +7 +0.1%
MG
416
Mather Group
Illinois
$473K -$3.26K -36 -0.7%
MIH
417
Meitav Investment House
Israel
$470K -$92.4K -1,020 -16%
IA
418
Insight Advisors
Pennsylvania
$460K -$13.3K -147 -3%
FPFS
419
First Personal Financial Services
North Carolina
$454K -$20.8K -230 -4%
KFS
420
Kelly Financial Services
Massachusetts
$452K -$20.6M -227,511 -98%
SS
421
Sunbelt Securities
Texas
$446K
TA
422
TrueWealth Advisors
Alabama
$445K -$78.8K -870 -15%
CAG
423
Csenge Advisory Group
Florida
$445K +$449K +4,958 New
LIM
424
Loudon Investment Management
New Hampshire
$439K +$25.4K +280 +6%
UB
425
UMB Bank
Missouri
$436K

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.