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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
KPWS
451
Kestra Private Wealth Services
Texas
$365K +$65.8K +707 +22%
AT
452
Arden Trust
Delaware
$363K -$13.6K -146 -4%
HNB
453
Huntington National Bank
Ohio
$360K
SCA
454
STALEY CAPITAL ADVISERS
Pennsylvania
$358K
AFP
455
Ausdal Financial Partners
Iowa
$358K +$15.7K +169 +5%
TSS
456
Two Sigma Securities
New York
$356K -$695K -7,465 -66%
SLG
457
Stanley-Laman Group
Pennsylvania
$356K +$342K +3,668 New
WAM
458
Weatherly Asset Management
California
$346K
MFA
459
Mayflower Financial Advisors
Massachusetts
$346K +$347K +3,731 New
TCM
460
Traynor Capital Management
Pennsylvania
$340K -$2.89K -31 -0.8%
AP
461
Adero Partners
California
$338K
KMWM
462
Keudell/Morrison Wealth Management
Oregon
$333K -$19.5M -209,706 -98%
CC
463
Courier Capital
New York
$329K -$4.75K -51 -1%
SIC
464
Salem Investment Counselors
North Carolina
$327K -$74.5K -800 -19%
BAMG
465
Brand Asset Management Group
Missouri
$327K +$328K +3,521 New
DWM
466
Dakota Wealth Management
Florida
$326K +$327K +3,512 New
PFG
467
Pacific Financial Group
Washington
$325K -$1.49M -15,964 -82%
EBSAM
468
Eubel Brady & Suttman Asset Management
Ohio
$325K +$326K +3,496 New
CSIC
469
Clifford Swan Investment Counsel
California
$324K
Financial Engines Advisors
470
Financial Engines Advisors
California
$324K +$325K +3,485 New
FMW
471
Farr Miller & Washington
District of Columbia
$322K -$18.6K -200 -5%
DP
472
Dearborn Partners
Illinois
$321K
QCM
473
Quest Capital Management
Texas
$321K +$76.9K +826 +31%
CH
474
Canton Hathaway
Rhode Island
$317K
TC
475
TownSquare Capital
Utah
$314K -$652 -7 -0.2%

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.