We are live on ! Find out more
BIV icon

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
Truist Financial
26
Truist Financial
North Carolina
$55.9M -$5.07M -55,947 -8%
BA
27
BCM Advisors
Louisiana
$54.3M +$1.05M +11,628 +2%
BSW
28
Buckingham Strategic Wealth
Missouri
$53.8M -$7.58M -83,661 -12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$48.5M -$3.6M -39,760 -7%
Mariner
30
Mariner
Kansas
$47M +$47.6M +525,875 New
RJA
31
Raymond James & Associates
Florida
$46.8M +$3.2M +35,290 +7%
AF
32
Allworth Financial
California
$44M +$9.27M +102,399 +26%
FSWA
33
Financial Synergies Wealth Advisors
Texas
$39.2M +$2.37M +26,183 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$36.2M +$2.16M +23,872 +6%
SI
35
Stephens Inc
Arkansas
$35.7M -$1.24M -13,652 -3%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$35.1M +$1.6M +17,637 +5%
FPTW
37
Franklin, Parlapiano, Turner & Welch
Texas
$34.4M +$2.33M +25,684 +7%
BWA
38
Burt Wealth Advisors
Maryland
$33.9M -$10.5K -116 -0%
FNBTCON
39
First National Bank & Trust Co of Newtown
Pennsylvania
$33.7M +$508K +5,606 +2%
MWM
40
Modera Wealth Management
New Jersey
$32.5M +$1.57M +17,341 +5%
CFS
41
Cannon Financial Strategists
Georgia
$32.3M +$1.27M +14,075 +4%
ST
42
Smithfield Trust
Pennsylvania
$31.5M -$1.46M -16,073 -4%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$31.5M -$627K -6,920 -2%
SHGA
44
Sand Hill Global Advisors
California
$30.3M +$575K +6,351 +2%
HPWM
45
Highland Private Wealth Management
Washington
$28.7M +$3.28M +36,241 +13%
CWM
46
Cranbrook Wealth Management
Michigan
$28.6M +$1.1M +12,174 +4%
CS
47
Comerica Securities
Michigan
$28M -$2.25M -24,823 -7%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$27.5M +$835K +9,226 +3%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$26M +$5.94M +65,619 +29%
GWM
50
Geneos Wealth Management
Colorado
$26M +$22.6M +249,332 +623%

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.