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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$51.2M +$4.29M +46,017 +9%
Stifel Financial
27
Stifel Financial
Missouri
$50.9M +$3.13M +33,623 +7%
CIA
28
Compass Ion Advisors
Pennsylvania
$47.3M +$1.18M +12,721 +3%
SFS
29
Sowell Financial Services
Arkansas
$43.9M +$3.46M +37,123 +9%
TLFA
30
True Link Financial Advisors
California
$43.5M +$43.6M +468,359 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$40.2M +$8.92M +95,752 +28%
BA
32
BCM Advisors
Louisiana
$39.7M +$3.13M +33,612 +9%
RJA
33
Raymond James & Associates
Florida
$39.1M +$6.49M +69,713 +20%
FNBTCON
34
First National Bank & Trust Co of Newtown
Pennsylvania
$35.5M -$24.6K -264 -0.1%
Jane Street
35
Jane Street
New York
$35M -$17.5M -187,932 -33%
FSWA
36
Financial Synergies Wealth Advisors
Texas
$34.4M +$22.9M +245,472 +196%
BWA
37
Burt Wealth Advisors
Maryland
$34.2M +$924K +9,919 +3%
TF
38
TIAA FSB
Florida
$29.3M +$9.36M +100,503 +47%
MWM
39
Modera Wealth Management
New Jersey
$28.8M +$28.9M +310,135 New
CS
40
Comerica Securities
Michigan
$28.6M +$715K +7,674 +3%
BOS
41
Bank of Stockton
California
$28M -$2.97M -31,932 -10%
MML Investors Services
42
MML Investors Services
Massachusetts
$27.9M +$5M +53,686 +22%
FPTW
43
Franklin, Parlapiano, Turner & Welch
Texas
$27.7M +$533K +5,728 +2%
FIM
44
Freedom Investment Management
Connecticut
$25.6M +$12.7M +136,448 +98%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$24.4M +$3.48M +37,339 +17%
CFS
46
Cannon Financial Strategists
Georgia
$23.9M +$2.57M +27,583 +12%
VCM
47
Verde Capital Management
Michigan
$23.9M +$2.67M +28,675 +13%
ST
48
Smithfield Trust
Pennsylvania
$23.6M -$710K -7,625 -3%
HPWM
49
Highland Private Wealth Management
Washington
$22.6M +$2.16M +23,202 +11%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$22.2M +$2.34M +25,161 +12%

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.