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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
WWM
526
Western Wealth Management
Colorado
$223K +$8.1K +87 +4%
KPWG
527
KFA Private Wealth Group
Virginia
$222K +$222K +2,388 New
GLLW
528
Graves Light Lenhart Wealth
Virginia
$222K +$223K +2,396 New
WIM
529
Weitz Investment Management
Nebraska
$220K
RIM
530
Rockbridge Investment Management
New York
$219K -$186 -2 -0.1%
AGA
531
Arkos Global Advisors
Texas
$216K
BC
532
Burney Company
Virginia
$216K +$217K +2,329 New
NAG
533
Northstar Advisory Group
New Jersey
$214K +$214K +2,301 New
RFN
534
RDA Financial Network
Iowa
$213K +$2.14K +23 +1%
TCM
535
Tandem Capital Management
New Jersey
$210K +$9.31K +100 +5%
SWIG
536
Strategic Wealth Investment Group
Kentucky
$209K +$2.61K +28 +1%
PWAP
537
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$208K +$208K +2,235 New
AWA
538
ARS Wealth Advisors
Florida
$208K +$209K +2,245 New
APP
539
Avantax Planning Partners
Iowa
$207K +$559 +6 +0.3%
WDG
540
Wealth Dimensions Group
Ohio
$205K +$205K +2,205 New
JCM
541
Jacobi Capital Management
Pennsylvania
$203K -$100K -1,078 -33%
ACM
542
Alamar Capital Management
California
$203K +$203K +2,182 New
LSPW
543
Lake Street Private Wealth
Illinois
$203K +$204K +2,191 New
RCAG
544
Rehmann Capital Advisory Group
Michigan
$201K +$1.49K +16 +0.7%
Franklin Resources
545
Franklin Resources
California
$193K
WEC
546
Winslow Evans & Crocker
Massachusetts
$186K +$163K +1,750 +700%
FCA
547
FinTrust Capital Advisors
South Carolina
$185K +$40.1K +431 +28%
VBCG
548
Valley Brook Capital Group
Pennsylvania
$174K +$175K +1,875 New
AF
549
Affiance Financial
Minnesota
$168K
AFS
550
Annapolis Financial Services
Maryland
$168K +$168K +1,806 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.