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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
CHA
451
Cooper/Haims Advisors
New York
$340K +$348K +3,829 New
WAM
452
Weatherly Asset Management
California
$331K
AP
453
Adero Partners
California
$331K +$7.63K +84 +2%
DP
454
Dearborn Partners
Illinois
$329K +$22.7K +250 +7%
1WA
455
180 Wealth Advisors
Washington
$326K -$49.9K -550 -13%
DIP
456
DT Investment Partners
Pennsylvania
$326K +$334K +3,675 New
EE
457
EWG Elevate
California
$321K +$90K +991 +38%
OIA
458
Optimum Investment Advisors
Illinois
$319K -$213K -2,350 -39%
PFG
459
Pacific Financial Group
Washington
$313K +$2.09K +23 +0.7%
AWA
460
Arkadios Wealth Advisors
Georgia
$313K +$197K +2,166 +158%
CC
461
Courier Capital
New York
$310K -$4.63K -51 -1%
CSIC
462
Clifford Swan Investment Counsel
California
$310K
SF
463
Symphony Financial
Texas
$308K +$9.54K +105 +3%
CH
464
Canton Hathaway
Rhode Island
$303K
SIC
465
Salem Investment Counselors
North Carolina
$302K -$11K -121 -3%
MWA
466
Martel Wealth Advisors
Washington
$300K +$999 +11 +0.3%
KF
467
Krilogy Financial
Missouri
$298K +$3.27K +36 +1%
FMW
468
Farr Miller & Washington
District of Columbia
$296K -$12.3K -135 -4%
KM
469
Kalos Management
Georgia
$290K -$8.63K -95 -3%
TCM
470
Traynor Capital Management
Pennsylvania
$283K -$43.3K -477 -13%
PJSIMP
471
P.J. Schmidt Investment Management (PJS)
Wisconsin
$283K
LSPW
472
Lake Street Private Wealth
Illinois
$283K +$90.4K +995 +45%
UWM
473
USAdvisors Wealth Management
Minnesota
$277K -$112K -1,230 -28%
TIAM2
474
Tru Independence Asset Management 2
Oregon
$276K -$4.33M -47,656 -94%
DW
475
Domani Wealth
Pennsylvania
$276K -$210K -2,308 -43%

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.