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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
CWS
501
Cypress Wealth Services
California
$228K
RFC
502
Regions Financial Corp
Alabama
$228K
APW
503
Austin Private Wealth
Texas
$227K
VFA
504
Valeo Financial Advisors
Indiana
$227K +$138K +1,523 +148%
KIG
505
Kowal Investment Group
Wisconsin
$226K -$4.9K -54 -2%
CCA
506
Cobblestone Capital Advisors
New York
$226K
RFA
507
Reilly Financial Advisors
California
$226K +$91 +1 +0%
MWP
508
Meridian Wealth Partners
Pennsylvania
$224K -$6.27K -69 -3%
MECA
509
Miller Equity Capital Advisors
Texas
$224K +$3.63K +40 +2%
WA
510
Wealth Architects
California
$223K
KFA
511
Kelleher Financial Advisors
New York
$223K +$229K +2,520 New
RMDI
512
R.M. Davis Inc
Maine
$220K -$15K -165 -6%
Bank of Montreal
513
Bank of Montreal
Ontario, Canada
$218K -$17.2M -189,715 -99%
VNA
514
Valley National Advisers
Pennsylvania
$216K -$195K -2,144 -47%
BAMG
515
Brand Asset Management Group
Missouri
$216K -$98.4K -1,084 -31%
AFP
516
Ausdal Financial Partners
Iowa
$213K -$132K -1,454 -38%
FFA
517
First Foundation Advisors
California
$213K -$6.63K -73 -3%
KPWG
518
KFA Private Wealth Group
Virginia
$212K +$91 +1 +0%
IA
519
IFG Advisors
Missouri
$210K +$215K +2,372 New
Manulife (Manufacturers Life Insurance)
520
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K -$1.97M -21,651 -90%
BC
521
Burney Company
Virginia
$207K +$91 +1 +0%
RIM
522
Rockbridge Investment Management
New York
$206K -$3.9K -43 -2%
AGA
523
Arkos Global Advisors
Texas
$206K
FI
524
FormulaFolio Investments
Michigan
$204K -$5.05M -55,630 -96%
SSW
525
Smith Shellnut Wilson
Mississippi
$202K +$207K +2,280 New

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.