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Vanguard Intermediate-Term Bond ETF
BIV

822 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 314 increasing their positions, 293 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 41

27% more funds holding in top 10

Funds holding in top 10: 73 → 93 (+20)

19% more capital invested

Capital invested by funds: $9.63B → $11.4B (+$1.78B)

14% more funds holding

Funds holding: 721 → 822 (+101)

5.01% more ownership

Funds ownership: 63.16% → 68.17% (+5%)

7% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 293

Holders
822
Holders Change
+101
Holders Change %
+14.01%
% of All Funds
11.98%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.36%
New
149
Increased
314
Reduced
293
Closed
41
Calls
$344K
Puts
–
Net Calls
+$344K
Net Calls Change
+$142K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$501M
2
Morgan Stanley
Morgan Stanley
New York
+$389M
3
Bank of America
Bank of America
North Carolina
+$119M
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$67.8M
5
TLFA
True Link Financial Advisors
California
+$51.7M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$160M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$108M
3
MFG
Merit Financial Group
Georgia
-$68M
4
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
-$59M
5
RIA
Retirement Investment Advisors
Oklahoma
-$55.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Retirement Investment Advisors
Oklahoma
$81.4M -$55.2M -753,611 -41%
US Bancorp
27
US Bancorp
Minnesota
$76.4M -$899K -12,269 -1%
AT
28
American Trust
Kentucky
$75.9M +$4.41M +60,265 +6%
Truist Financial
29
Truist Financial
North Carolina
$72.9M +$11.4M +155,245 +19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$72.6M -$982K -13,407 -1%
BCMIO
31
Beacon Capital Management Inc (Ohio)
Ohio
$71.7M +$67.8M +925,367 +6,807%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$71.1M -$697K -9,520 -1%
Comerica Bank
33
Comerica Bank
Texas
$69.5M -$11.2M -153,498 -14%
BA
34
BCM Advisors
Louisiana
$56.9M +$3.87M +52,784 +8%
FCI
35
Financial Counselors Inc
Kansas
$56.1M +$31.3M +427,201 +139%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$53.4M +$766K +10,458 +2%
AWA
37
Amplius Wealth Advisors
Pennsylvania
$51.2M +$32.4M +442,732 +195%
BC
38
Brio Consultants
California
$47.2M +$419K +5,715 +0.9%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$42.5M +$6.39M +87,229 +19%
RWP
40
Reliant Wealth Planning
Kentucky
$40.9M +$17M +231,990 +76%
MML Investors Services
41
MML Investors Services
Massachusetts
$39.8M +$4.39M +59,885 +13%
BPWM
42
Badgley Phelps Wealth Managers
Washington
$37.6M +$105K +1,438 +0.3%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$37M +$4.88M +66,687 +16%
FPTW
44
Franklin, Parlapiano, Turner & Welch
Texas
$35.3M +$270K +3,680 +0.8%
CWM
45
Cranbrook Wealth Management
Michigan
$34.9M +$2.63M +35,916 +9%
KMWM
46
Keudell/Morrison Wealth Management
Oregon
$34.3M -$1.38M -18,890 -4%
Stifel Financial
47
Stifel Financial
Missouri
$33.8M -$533K -7,272 -2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$33.6M +$10.1M +137,660 +46%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$32.8M +$3.56M +48,661 +12%
AAS
50
Avantax Advisory Services
Texas
$31.9M +$4.72M +64,380 +18%
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BIV Hedge Fund Activity: Q4 2023 in Review

822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2023, worth a combined $11.4B — up 19% from $9.63B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new BIV positions and 41 closed out — a net gain of 108 holders — while 314 added to existing stakes and 293 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $501M. The largest seller was United Capital Financial Advisors, cutting an estimated $160M.

  • 822 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2023, up from 721 in Q3 2023.
  • Funds reported $11.4B of Vanguard Intermediate-Term Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 149 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2023 and 41 closed out, a net change of +108 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $501M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $160M sold.

Based on aggregated 13F filings for Q4 2023.