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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
BWM
501
Birchcreek Wealth Management
Ohio
$253K +$254K +2,727 New
RI
502
Ridgewood Investments
New Jersey
$252K
FFC
503
First Financial Corp
Indiana
$251K +$75K +805 +42%
WP
504
WealthShield Partners
North Carolina
$250K -$244K -2,615 -49%
MSA
505
Marino Stram & Associates
Massachusetts
$247K +$2.89K +31 +1%
CAAS
506
Capital Asset Advisory Services
Michigan
$246K -$172K -1,842 -41%
RMDI
507
R.M. Davis Inc
Maine
$246K +$247K +2,650 New
PCS
508
Personal CFO Solutions
New Jersey
$245K -$42.7K -458 -15%
EE
509
EWG Elevate
California
$244K +$3.26K +35 +1%
BFC
510
Bedel Financial Consulting
Indiana
$243K +$3.35K +36 +1%
MWP
511
Meridian Wealth Partners
Pennsylvania
$241K -$4.66K -50 -2%
AF
512
Advisornet Financial
Minnesota
$240K -$744K -7,987 -76%
RFC
513
Regions Financial Corp
Alabama
$239K
CWS
514
Cypress Wealth Services
California
$239K +$240K +2,574 New
KIG
515
Kowal Investment Group
Wisconsin
$239K +$242K +2,598 New
WDC
516
Woodward Diversified Capital
California
$238K +$238K +2,560 New
APW
517
Austin Private Wealth
Texas
$237K
RFA
518
Reilly Financial Advisors
California
$237K +$9.78K +105 +4%
CCA
519
Cobblestone Capital Advisors
New York
$237K +$237K +2,550 New
WA
520
Wealth Architects
California
$233K
MA
521
MUFG Americas
New York
$231K -$8.75K -94 -4%
MECA
522
Miller Equity Capital Advisors
Texas
$231K +$14.9K +160 +7%
FFA
523
First Foundation Advisors
California
$230K +$6.8K +73 +3%
AW
524
ACG Wealth
Georgia
$229K +$230K +2,467 New
RWP
525
RWA Wealth Partners
Massachusetts
$229K +$230K +2,468 New

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.