We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
26
True Link Financial Advisors
California
$43.8M +$340K +4,027 +0.8%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$42.7M -$1.35M -16,015 -3%
Comerica Bank
28
Comerica Bank
Texas
$40M -$2.33M -27,607 -5%
PAG
29
Private Advisor Group
New Jersey
$39.5M -$2.19M -25,907 -5%
Truist Financial
30
Truist Financial
North Carolina
$38.9M -$6.59M -78,084 -14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$35.7M -$4.61M -54,655 -11%
SI
32
Stephens Inc
Arkansas
$35.3M -$463K -5,485 -1%
FPTW
33
Franklin, Parlapiano, Turner & Welch
Texas
$34.8M +$1.39M +16,437 +4%
CFS
34
Cannon Financial Strategists
Georgia
$34.2M +$1.82M +21,530 +5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$34M +$1.67M +19,834 +5%
MML Investors Services
36
MML Investors Services
Massachusetts
$33.9M +$1.9M +22,527 +6%
Mariner
37
Mariner
Kansas
$33.8M -$10.6M -126,062 -23%
Citadel Advisors
38
Citadel Advisors
Florida
$33M +$13.4M +159,224 +65%
MWM
39
Modera Wealth Management
New Jersey
$31.9M +$540K +6,395 +2%
FNBTCON
40
First National Bank & Trust Co of Newtown
Pennsylvania
$31.3M -$1.03M -12,219 -3%
RJA
41
Raymond James & Associates
Florida
$31.2M -$262K -3,100 -0.8%
BWA
42
Burt Wealth Advisors
Maryland
$29.8M +$2.39M +28,329 +8%
HPWM
43
Highland Private Wealth Management
Washington
$29.6M +$943K +11,174 +3%
SHGA
44
Sand Hill Global Advisors
California
$28.7M +$1.28M +15,121 +5%
CWM
45
Cranbrook Wealth Management
Michigan
$28.5M +$1.13M +13,389 +4%
CS
46
Comerica Securities
Michigan
$27.7M +$631K +7,477 +2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$27.5M +$1.72M +20,384 +6%
PRS
48
Pinkerton Retirement Specialists
Idaho
$26.7M +$1.66M +19,635 +6%
ST
49
Smithfield Trust
Pennsylvania
$26.1M -$1.91M -22,640 -7%
AWS
50
Atria Wealth Solutions
New York
$24.5M +$25.3M +299,463 New

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.