We are live on ! Find out more
BIV icon

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
AIC
551
Archer Investment Corporation
Indiana
$126K +$2.26K +25 +2%
SBL
552
Sargent Bickham Lagudis
Colorado
$124K
HBT
553
Hills Bank & Trust
Iowa
$124K +$1.36K +15 +1%
GRP
554
Global Retirement Partners
California
$123K +$8.51K +94 +7%
FPB
555
First PREMIER Bank
South Dakota
$118K
HIA
556
Harbor Investment Advisory
Maryland
$118K
TWA
557
TCI Wealth Advisors
Arizona
$117K +$38.4K +424 +48%
KFI
558
Key Financial Inc
Pennsylvania
$113K +$112K +1,235 +5,146%
CFA
559
Carroll Financial Associates
North Carolina
$110K
MHR
560
Matthew Hamilton Rosenberg
$110K +$101K +1,114 +944%
HA
561
Herold Advisors
New York
$104K +$106K +1,169 New
TWM
562
Tradition Wealth Management
Minnesota
$101K
VNA
563
Valley National Advisers
Pennsylvania
$97K -$86.8K -958 -47%
PB
564
Pinnacle Bancorp
Nebraska
$96K
FRA
565
Front Row Advisors
California
$91K
FGAM
566
Financial Gravity Asset Management
Texas
$89K
BWP
567
Baldwin Wealth Partners
Massachusetts
$84K -$127K -1,402 -60%
ADL
568
Asset Dedication LLC
California
$82K +$82.8K +914 New
IRC
569
Investors Research Corp
Georgia
$80K
CFA
570
Cahill Financial Advisors
Minnesota
$80K +$81K +894 New
FFA
571
Founders Financial Alliance
North Carolina
$71K
BWL
572
Bogart Wealth LLC
Virginia
$70K
ED
573
Exane Derivatives
France
$67.1K
PA
574
Parallel Advisors
California
$66K +$91 +1 +0.1%
William Blair & Company
575
William Blair & Company
Illinois
$65K

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.