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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ANTB
426
AMG National Trust Bank
Colorado
$568K -$34.2K -405 -6%
JIC
427
Joel Isaacson & Co
New York
$556K -$104K -1,229 -15%
SFP
428
Sterling Financial Planning
New Jersey
$556K +$62.3K +738 +12%
TCA
429
Transcend Capital Advisors
New Jersey
$554K +$571K +6,758 New
CAL
430
Capital Analysts LLC
Pennsylvania
$545K -$41.5K -491 -7%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$545K -$17.2K -204 -3%
CCB
432
Country Club Bank
Missouri
$539K +$556K +6,580 New
PTB
433
Pioneer Trust Bank
Oregon
$538K +$554K +6,565 New
SB
434
Strategic Blueprint
Georgia
$535K -$15.1K -179 -3%
ASN
435
Advisory Services Network
Georgia
$535K +$49.5K +586 +10%
TCM
436
Traynor Capital Management
Pennsylvania
$524K +$259K +3,064 +92%
RI
437
Ridgewood Investments
New Jersey
$523K +$31.2K +370 +6%
TFS
438
TrustCore Financial Services
Tennessee
$522K +$23.8K +282 +5%
RA
439
RFG Advisory
Alabama
$513K +$33.2K +393 +7%
GJIC
440
Gamble Jones Investment Counsel
California
$509K
PS
441
Portfolio Solutions
Michigan
$509K
CMBA
442
C.M. Bidwell & Associates
Hawaii
$508K -$165K -1,951 -24%
TA
443
TrueWealth Advisors
Alabama
$506K
PW
444
Peninsula Wealth
California
$500K
AssetMark Inc
445
AssetMark Inc
California
$499K +$31.9K +378 +7%
SMC
446
Smith, Moore & Co
Missouri
$498K +$17.1K +202 +3%
WB
447
WesBanco Bank
West Virginia
$496K -$12.3K -146 -2%
OCM
448
One Capital Management
California
$488K -$60K -711 -11%
AWS
449
AJ Wealth Strategies
New York
$487K +$502K +5,941 New
RCM
450
Radnor Capital Management
Pennsylvania
$484K

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.