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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
SF
476
Symphony Financial
Texas
$313K +$37.6K +404 +14%
MWA
477
Martel Wealth Advisors
Washington
$312K +$4.28K +46 +1%
KM
478
Kalos Management
Georgia
$311K +$313K +3,356 New
KF
479
Krilogy Financial
Missouri
$309K -$328K -3,519 -51%
FAT
480
First American Trust
California
$301K
AWM
481
Apollon Wealth Management
South Carolina
$300K -$151K -1,626 -34%
FM
482
Foster & Motley
Ohio
$299K
PJSIMP
483
P.J. Schmidt Investment Management (PJS)
Wisconsin
$293K
VCM
484
Vigilant Capital Management
Maine
$292K +$293K +3,141 New
NCM
485
Neumann Capital Management
California
$289K -$1.21K -13 -0.4%
SWM
486
SeaCrest Wealth Management
New York
$287K +$51.2K +550 +22%
S
487
SignatureFD
Georgia
$282K -$186 -2 -0.1%
BST
488
Bath Savings Trust
Maine
$276K +$277K +2,974 New
RIG
489
Ramiah Investment Group
Wisconsin
$271K -$1.86K -20 -0.7%
William Blair & Company
490
William Blair & Company
Illinois
$270K -$6.52K -70 -2%
MFG
491
MidWestOne Financial Group
Iowa
$270K
SFP
492
Strategic Financial Partners
Oregon
$266K
SC
493
SouthState Corp
Florida
$264K
HAS
494
HBW Advisory Services
California
$264K +$53.8K +578 +26%
BFA
495
Bluestem Financial Advisors
Illinois
$264K +$265K +2,847 New
TF
496
Trek Financial
Arizona
$258K -$6.8K -73 -3%
MFW
497
Mosaic Family Wealth
Missouri
$258K +$24.7K +265 +11%
VAM
498
Verity Asset Management
North Carolina
$257K +$22.4K +241 +10%
SFG
499
Sovereign Financial Group
Connecticut
$257K +$258K +2,767 New
MIC
500
Meridian Investment Counsel
California
$256K

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.