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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
FMW
476
Farr Miller & Washington
District of Columbia
$300K
JSL
477
JT Stratford LLC
Georgia
$299K +$297K +3,328 New
AFP
478
Ausdal Financial Partners
Iowa
$297K +$79.7K +892 +37%
PJSIMP
479
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K
LAM
480
LifePro Asset Management
California
$288K +$286K +3,204 New
TCM
481
Traynor Capital Management
Pennsylvania
$286K -$1.16K -13 -0.4%
ZB
482
Zions Bancorporation
Utah
$283K +$281K +3,146 New
Vanguard Group
483
Vanguard Group
Pennsylvania
$282K -$7.42M -83,063 -96%
ARC
484
Advisor Resource Council
Texas
$281K +$279K +3,123 New
Squarepoint
485
Squarepoint
New York
$278K -$214K -2,400 -44%
MWP
486
Meridian Wealth Partners
Pennsylvania
$275K +$47.3K +529 +21%
AF
487
Affiance Financial
Minnesota
$272K +$109K +1,220 +67%
IIC
488
Integrated Investment Consultants
Michigan
$271K +$2.14K +24 +0.8%
OIA
489
Optimum Investment Advisors
Illinois
$270K -$53.6K -600 -17%
LWM
490
Liberty Wealth Management
California
$270K +$115K +1,282 +74%
AWA
491
Arkadios Wealth Advisors
Georgia
$266K -$51.3K -574 -16%
BA
492
Bristlecone Advisors
Washington
$265K +$263K +2,942 New
GLLW
493
Graves Light Lenhart Wealth
Virginia
$262K +$357 +4 +0.1%
MFG
494
MidWestOne Financial Group
Iowa
$261K
SFP
495
Strategic Financial Partners
Oregon
$259K -$2.05K -23 -0.8%
BFA
496
Bluestem Financial Advisors
Illinois
$256K
CPSC
497
Carl P. Sherr & Co
Massachusetts
$255K -$107K -1,200 -30%
SC
498
SouthState Corp
Florida
$255K
BWM
499
Birchcreek Wealth Management
Ohio
$254K -$3.75K -42 -1%
SCA
500
STALEY CAPITAL ADVISERS
Pennsylvania
$248K -$98.3K -1,100 -29%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.