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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$109K
EVM
552
Eaton Vance Management
Massachusetts
$105K +$108K +1,187 New
DAC
553
Dividend Assets Capital
South Carolina
$100K
TWM
554
Tradition Wealth Management
Minnesota
$100K +$37.6K +414 +58%
PA
555
Parallel Advisors
California
$98K
FRA
556
Front Row Advisors
California
$97K
NSIM
557
North Star Investment Management
Illinois
$95K
PB
558
Pinnacle Bancorp
Nebraska
$91K +$3K +33 +3%
JGIA
559
Jackson Grant Investment Advisers
Connecticut
$84K
BlackRock
560
BlackRock
New York
$79K +$29.2K +321 +56%
TWA
561
TCI Wealth Advisors
Arizona
$76K +$17.9K +197 +30%
BWL
562
Bogart Wealth LLC
Virginia
$70K -$908 -10 -1%
IRC
563
Investors Research Corp
Georgia
$67K +$28K +308 +69%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$63K
EIP
565
Ellis Investment Partners
Pennsylvania
$61K +$62.7K +690 New
GEA
566
Glen Eagle Advisors
New Jersey
$59.4K
FFA
567
Founders Financial Alliance
North Carolina
$57K
SBL
568
Sargent Bickham Lagudis
Colorado
$50K
AWM
569
Atticus Wealth Management
Florida
$50K +$2.54K +28 +5%
PAI
570
Pittenger & Anderson Inc
Nebraska
$49K
HDIM
571
Hanson & Doremus Investment Management
Vermont
$48K
NCM
572
New Capital Management
Texas
$48K
First Manhattan
573
First Manhattan
New York
$46K
DI
574
Disciplined Investments
Oklahoma
$43K
FGAM
575
Financial Gravity Asset Management
Texas
$41.5K -$4.18K -46 -9%

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.