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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
476
Ramiah Investment Group
Wisconsin
$274K +$15.5K +171 +6%
S
477
SignatureFD
Georgia
$269K
FP
478
Financial Perspectives
Minnesota
$268K +$2.14M +23,512 +8,773%
IIC
479
Integrated Investment Consultants
Michigan
$265K -$489K -5,384 -64%
MFG
480
MidWestOne Financial Group
Iowa
$258K
GLLW
481
Graves Light Lenhart Wealth
Virginia
$258K +$46.5K +512 +21%
SFP
482
Strategic Financial Partners
Oregon
$257K +$3.72K +41 +1%
BWM
483
Birchcreek Wealth Management
Ohio
$254K +$12.3K +135 +5%
BFA
484
Bluestem Financial Advisors
Illinois
$253K
SC
485
SouthState Corp
Florida
$252K
MA
486
MUFG Americas
New York
$250K +$29.6K +326 +13%
CT
487
Caldwell Trust
Florida
$249K +$163K +1,790 +176%
MIC
488
Meridian Investment Counsel
California
$245K
FAT
489
First American Trust
California
$244K -$45.4K -500 -15%
FFC
490
First Financial Corp
Indiana
$244K +$4K +44 +2%
KPWS
491
Kestra Private Wealth Services
Texas
$243K -$108K -1,192 -30%
KMWM
492
Keudell/Morrison Wealth Management
Oregon
$243K -$76.7K -845 -24%
SWM
493
SeaCrest Wealth Management
New York
$240K -$34.3K -378 -12%
DCM
494
Dimension Capital Management
Florida
$237K +$242K +2,668 New
HAS
495
HBW Advisory Services
California
$236K -$16.5K -182 -6%
PCS
496
Personal CFO Solutions
New Jersey
$235K +$363 +4 +0.2%
BFC
497
Bedel Financial Consulting
Indiana
$233K +$727 +8 +0.3%
VAM
498
Verity Asset Management
North Carolina
$232K -$13.9K -153 -6%
SRC
499
Shufro Rose & Co
New York
$230K -$227K -2,500 -49%
MFW
500
Mosaic Family Wealth
Missouri
$228K -$19.6K -216 -8%

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.