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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
501
Dixon Hubard Feinour & Brown
Virginia
$243K -$124K -1,371 -33%
SFP
502
Strategic Financial Partners
Oregon
$243K -$14.5K -160 -6%
RFA
503
Reilly Financial Advisors
California
$243K +$15K +166 +6%
SWM
504
SeaCrest Wealth Management
New York
$242K
MA
505
MUFG Americas
New York
$242K +$76.4K +844 +45%
DCM
506
Dimension Capital Management
Florida
$239K
PCS
507
Personal CFO Solutions
New Jersey
$238K +$543 +6 +0.2%
BFC
508
Bedel Financial Consulting
Indiana
$238K +$1.18K +13 +0.5%
WA
509
Wealth Architects
California
$238K +$13.6K +150 +6%
PJSIMP
510
P.J. Schmidt Investment Management (PJS)
Wisconsin
$237K -$45.3K -500 -16%
ACA
511
Atlas Capital Advisors
Wyoming
$235K +$31.1K +344 +15%
RW
512
Rede Wealth
Virginia
$233K +$236K +2,608 New
KIG
513
Kowal Investment Group
Wisconsin
$231K +$1.27K +14 +0.5%
MECA
514
Miller Equity Capital Advisors
Texas
$229K -$906 -10 -0.4%
MFW
515
Mosaic Family Wealth
Missouri
$229K
APW
516
Austin Private Wealth
Texas
$228K
CCA
517
Cobblestone Capital Advisors
New York
$228K
MYIA
518
Mount Yale Investment Advisors
Colorado
$227K +$230K +2,540 New
BWM
519
Birchcreek Wealth Management
Ohio
$226K -$26.8K -296 -10%
KFA
520
Kelleher Financial Advisors
New York
$225K
ACP
521
Aveo Capital Partners
Colorado
$225K +$228K +2,514 New
GWM
522
Greenwich Wealth Management
Connecticut
$224K +$226K +2,500 New
MWM
523
Merriman Wealth Management
Washington
$223K +$19.6K +216 +9%
CWS
524
Cypress Wealth Services
California
$222K -$8.24K -91 -4%
BSA
525
Bull Street Advisors
Georgia
$221K +$4.08K +45 +2%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.