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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
MIC
501
Meridian Investment Counsel
California
$248K
FFC
502
First Financial Corp
Indiana
$247K
SWM
503
SeaCrest Wealth Management
New York
$244K -$89 -1 -0%
DCM
504
Dimension Capital Management
Florida
$240K
PCS
505
Personal CFO Solutions
New Jersey
$239K +$983 +11 +0.4%
VFA
506
Valeo Financial Advisors
Indiana
$239K +$9.29K +104 +4%
BFC
507
Bedel Financial Consulting
Indiana
$238K +$1.97K +22 +0.8%
CWS
508
Cypress Wealth Services
California
$232K
MECA
509
Miller Equity Capital Advisors
Texas
$232K +$4.47K +50 +2%
MFW
510
Mosaic Family Wealth
Missouri
$231K
KIG
511
Kowal Investment Group
Wisconsin
$231K +$1.97K +22 +0.9%
APW
512
Austin Private Wealth
Texas
$230K
RFA
513
Reilly Financial Advisors
California
$230K +$357 +4 +0.2%
CCA
514
Cobblestone Capital Advisors
New York
$229K
RMC
515
Resources Management Corp
Connecticut
$227K +$225K +2,524 New
KFA
516
Kelleher Financial Advisors
New York
$226K
WA
517
Wealth Architects
California
$226K
RMDI
518
R.M. Davis Inc
Maine
$224K
LFF
519
Level Four Financial
Texas
$223K +$19.5K +218 +10%
BAMG
520
Brand Asset Management Group
Missouri
$221K +$1.79K +20 +0.8%
CHA
521
Carmichael Hill & Associates
Maryland
$220K +$25.9K +290 +13%
FAT
522
First American Trust
California
$218K -$29K -325 -12%
BSA
523
Bull Street Advisors
Georgia
$218K +$217K +2,425 New
FFA
524
First Foundation Advisors
California
$216K
KPWG
525
KFA Private Wealth Group
Virginia
$215K +$89 +1 +0%

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.