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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
DBT
451
Dubuque Bank & Trust
Iowa
$363K
SLWA
452
San Luis Wealth Advisors
California
$363K +$367K +4,054 New
LSPW
453
Lake Street Private Wealth
Illinois
$362K +$6.7K +74 +2%
BRWM
454
B. Riley Wealth Management
Tennessee
$361K +$366K +4,039 New
Renaissance Technologies
455
Renaissance Technologies
New York
$358K +$362K +4,000 New
KPWS
456
Kestra Private Wealth Services
Texas
$357K -$24.4K -270 -6%
HCP
457
Holt Capital Partners
Texas
$353K
CSIC
458
Clifford Swan Investment Counsel
California
$351K -$29.4K -325 -8%
CHA
459
Cooper/Haims Advisors
New York
$347K
PWM
460
Perigon Wealth Management
California
$345K -$96.3K -1,063 -22%
PPP
461
Private Portfolio Partners
New Jersey
$342K +$6.61K +73 +2%
DIP
462
DT Investment Partners
Pennsylvania
$341K +$12.7K +140 +4%
RMA
463
Roffman Miller Associates
Pennsylvania
$339K -$19.1K -211 -5%
NAS
464
Nicolet Advisory Services
Wisconsin
$338K -$12.9K -142 -4%
WFA
465
Wellspring Financial Advisors
Ohio
$337K
WAM
466
Weatherly Asset Management
California
$333K
DP
467
Dearborn Partners
Illinois
$331K
ACM
468
Alamar Capital Management
California
$325K +$329K +3,632 New
SF
469
Symphony Financial
Texas
$324K -$21.9K -242 -6%
OC
470
Oppenheimer & Co
New York
$323K -$8.83M -97,510 -96%
FMW
471
Farr Miller & Washington
District of Columbia
$318K +$20.1K +222 +7%
CC
472
Courier Capital
New York
$312K -$906 -10 -0.3%
HAS
473
HBW Advisory Services
California
$303K +$307K +3,385 New
KF
474
Krilogy Financial
Missouri
$301K +$181 +2 +0.1%
AT
475
Arden Trust
Delaware
$297K -$20.9K -231 -7%

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.