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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
526
Greenwich Wealth Management
Connecticut
$278K -$8.44K -100 -3%
IWM
527
IHT Wealth Management
Illinois
$278K -$6.67K -79 -2%
MC
528
Moors & Cabot
Massachusetts
$278K +$286K +3,393 New
RGF
529
Retirement Guys Formula
Ohio
$276K +$72.4K +858 +34%
CC
530
Courier Capital
New York
$275K
LFP
531
Leeward Financial Partners
Washington
$274K -$1.08M -12,802 -79%
MA
532
MKT Advisors
California
$273K +$16.8K +199 +6%
WFA
533
Wellspring Financial Advisors
Ohio
$272K
BCM
534
Brookmont Capital Management
Texas
$269K +$84 +1 +0%
WAM
535
Walker Asset Management
Missouri
$266K +$274K +3,245 New
AT
536
Arden Trust
Delaware
$264K -$6.08K -72 -2%
LWM
537
Liberty Wealth Management
California
$264K +$279K +3,309 New
MWA
538
Martel Wealth Advisors
Washington
$262K +$844 +10 +0.3%
FEG
539
Fund Evaluation Group
Ohio
$261K -$8.43M -99,801 -97%
BMA
540
Brooks Moore & Associates
Tennessee
$261K -$101K -1,200 -27%
PCG
541
Prosperity Consulting Group
Maryland
$260K -$34.3K -406 -11%
RCM
542
Raleigh Capital Management
North Carolina
$259K +$267K +3,164 New
MWP
543
Meridian Wealth Partners
Pennsylvania
$256K +$9.71K +115 +4%
MHS
544
M Holdings Securities
Oregon
$255K +$263K +3,110 New
OC
545
Oppenheimer & Co
New York
$253K +$11.7K +139 +5%
CAG
546
Csenge Advisory Group
Florida
$253K +$261K +3,089 New
SCA
547
STALEY CAPITAL ADVISERS
Pennsylvania
$252K
Squarepoint
548
Squarepoint
New York
$250K -$224K -2,655 -47%
ZCM
549
Ziegler Capital Management
Illinois
$250K +$258K +3,050 New
PWM
550
Perigon Wealth Management
California
$249K +$3.55K +42 +1%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.