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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
551
First PREMIER Bank
South Dakota
$119K
HIA
552
Harbor Investment Advisory
Maryland
$119K
GRP
553
Global Retirement Partners
California
$115K
CCM
554
Covington Capital Management
California
$110K -$893 -10 -0.8%
CFA
555
Carroll Financial Associates
North Carolina
$110K
EVM
556
Eaton Vance Management
Massachusetts
$107K +$179 +2 +0.2%
TWM
557
Tradition Wealth Management
Minnesota
$102K
PB
558
Pinnacle Bancorp
Nebraska
$96K +$3.57K +40 +4%
FRA
559
Front Row Advisors
California
$93K -$6.25K -70 -6%
FGAM
560
Financial Gravity Asset Management
Texas
$90K -$8.93K -100 -21%
LSA
561
Lion Street Advisors
Texas
$90K +$89.3K +1,000 New
IRC
562
Investors Research Corp
Georgia
$81K +$12.4K +139 +18%
S
563
SignatureFD
Georgia
$80K -$192K -2,150 -71%
BlackRock
564
BlackRock
New York
$79K -$804 -9 -1%
TWA
565
TCI Wealth Advisors
Arizona
$79K +$2.68K +30 +4%
FFA
566
Founders Financial Alliance
North Carolina
$72K +$14.4K +161 +25%
BWL
567
Bogart Wealth LLC
Virginia
$71K
ED
568
Exane Derivatives
France
$67.6K +$67K +750 New
PA
569
Parallel Advisors
California
$66K -$32.5K -364 -33%
William Blair & Company
570
William Blair & Company
Illinois
$65K -$87.1K -975 -57%
FMII
571
Farmers & Merchants Investments Inc
Nebraska
$64K
JGIA
572
Jackson Grant Investment Advisers
Connecticut
$63K -$22.3K -250 -26%
DI
573
Disciplined Investments
Oklahoma
$63K +$18.8K +210 +43%
GEA
574
Glen Eagle Advisors
New Jersey
$60.3K
ACA
575
Aptus Capital Advisors
Alabama
$57K +$57K +638 New

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.