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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
426
Pacific Financial Group
Washington
$413K +$95.2K +1,066 +30%
MPIA
427
Mountain Pacific Investment Advisers
Idaho
$410K -$47.3K -530 -10%
CAG
428
Crestwood Advisors Group
Massachusetts
$406K
LIM
429
Leavell Investment Management
Alabama
$398K
HH
430
Hilltop Holdings
Texas
$392K -$101K -1,131 -21%
SSCA
431
South Shore Capital Advisors
Massachusetts
$392K +$89 +1 +0%
CSIC
432
Clifford Swan Investment Counsel
California
$391K +$70.5K +789 +23%
LA
433
LVW Advisors
New York
$387K -$7.41K -83 -2%
CFG
434
Citizens Financial Group
Rhode Island
$385K -$95.7K -1,071 -20%
KPWS
435
Kestra Private Wealth Services
Texas
$384K +$137K +1,531 +56%
WWM
436
Windsor Wealth Management
Indiana
$383K
DY
437
Dowling & Yahnke
California
$383K +$20.1K +225 +6%
TFS
438
TrustCore Financial Services
Tennessee
$381K +$5.18K +58 +1%
PFGIA
439
Patriot Financial Group Insurance Agency
Massachusetts
$378K -$54.2K -607 -13%
Financial Engines Advisors
440
Financial Engines Advisors
California
$377K -$33.9K -380 -8%
TTWM
441
TCV Trust & Wealth Management
Virginia
$377K
EE
442
EWG Elevate
California
$375K +$49.5K +554 +15%
AP
443
Adero Partners
California
$370K +$34.7K +389 +10%
FLPIM
444
F.L. Putnam Investment Management
Massachusetts
$370K +$367K +4,111 New
CAG
445
Compass Advisory Group
New York
$368K -$385K -4,310 -51%
SFG
446
Sovereign Financial Group
Connecticut
$368K
DHFB
447
Dixon Hubard Feinour & Brown
Virginia
$368K +$366K +4,093 New
BST
448
Bath Savings Trust
Maine
$366K +$19.6K +220 +6%
DBT
449
Dubuque Bank & Trust
Iowa
$365K +$9.82K +110 +3%
SLG
450
Stanley-Laman Group
Pennsylvania
$365K +$14.3K +160 +4%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.