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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
CA
526
Claro Advisors
Massachusetts
$221K +$223K +2,467 New
LFF
527
Level Four Financial
Texas
$217K -$4.26K -47 -2%
FAT
528
First American Trust
California
$216K
FFA
529
First Foundation Advisors
California
$215K
KPWG
530
KFA Private Wealth Group
Virginia
$214K +$91 +1 +0%
AGA
531
Arkos Global Advisors
Texas
$208K
BC
532
Burney Company
Virginia
$208K
FF
533
Friedenthal Financial
New Jersey
$208K +$211K +2,331 New
RIM
534
Rockbridge Investment Management
New York
$205K -$2.26K -25 -1%
BCM
535
Brookmont Capital Management
Texas
$204K
GLA
536
Good Life Advisors
Pennsylvania
$203K +$205K +2,266 New
AWAG
537
ARS Wealth Advisors Group
Florida
$201K +$203K +2,245 New
LWANC
538
Laurel Wealth Advisors (North Carolina)
North Carolina
$194K +$151K +1,665 +333%
TC
539
Truvestments Capital
Florida
$193K +$196K +2,163 New
OIA
540
Optimum Investment Advisors
Illinois
$188K -$81.5K -900 -30%
CT
541
Caldwell Trust
Florida
$187K
Franklin Resources
542
Franklin Resources
California
$186K
CAAS
543
Capital Asset Advisory Services
Michigan
$172K +$1.99K +22 +1%
NSIM
544
North Star Investment Management
Illinois
$167K
GM
545
GeoWealth Management
Illinois
$163K +$164K +1,812 New
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$146K +$83.8K +925 +131%
BC
547
Bartlett & Co
Ohio
$143K +$543 +6 +0.4%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$143K +$543 +6 +0.4%
OC
549
Oakworth Capital
Alabama
$140K
CCM
550
Covington Capital Management
California
$131K +$21.9K +242 +20%

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.