We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
501
IHT Wealth Management
Illinois
$262K -$1.65K -21 -0.6%
WAM
502
Walker Asset Management
Missouri
$262K +$10.3K +131 +4%
CC
503
Courier Capital
New York
$260K
AF
504
Affiance Financial
Minnesota
$258K +$23.7K +302 +10%
OIA
505
Optimum Investment Advisors
Illinois
$256K +$94.1K +1,200 +57%
BCM
506
Brookmont Capital Management
Texas
$255K
RGF
507
Retirement Guys Formula
Ohio
$251K -$10.4K -132 -4%
MWA
508
Martel Wealth Advisors
Washington
$250K +$1.41K +18 +0.6%
LWM
509
Liberty Wealth Management
California
$250K -$6.04K -77 -2%
FIA
510
Foundations Investment Advisors
Arizona
$249K -$514K -6,556 -67%
AT
511
Arden Trust
Delaware
$249K -$784 -10 -0.3%
FWM
512
Focused Wealth Management
New York
$242K +$8.55K +109 +4%
UWM
513
USAdvisors Wealth Management
Minnesota
$240K +$12.4K +158 +5%
JPLA
514
Joseph P. Lucia & Associates
New York
$239K -$53.3K -680 -18%
LFA
515
Level Financial Advisors
New York
$236K +$56.5K +721 +31%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$877K -11,190 -79%
NAS
517
Nicolet Advisory Services
Wisconsin
$235K -$47.4K -605 -17%
NFP
518
Narus Financial Partners
Utah
$234K +$237K +3,019 New
IIC
519
Integrated Investment Consultants
Michigan
$234K
LMKC
520
L.M. Kohn & Company
Ohio
$231K -$37.7K -481 -14%
MWP
521
Meridian Wealth Partners
Pennsylvania
$231K -$12.3K -157 -5%
MC
522
Moors & Cabot
Massachusetts
$230K -$33.6K -428 -13%
OC
523
Oppenheimer & Co
New York
$229K -$10.9K -139 -5%
RWA
524
RGT Wealth Advisors
Texas
$229K +$863 +11 +0.4%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$227K +$230K +2,929 New

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.