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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
TI
551
Trexquant Investment
Connecticut
$249K +$257K +3,042 New
AF
552
Affiance Financial
Minnesota
$247K
IIC
553
Integrated Investment Consultants
Michigan
$247K
FWM
554
Focused Wealth Management
New York
$246K +$253K +3,001 New
EC
555
Estate Counselors
Wisconsin
$245K +$253K +3,000 New
AFAS
556
Acorn Financial Advisory Services
Virginia
$243K -$2.13M -25,254 -90%
ZF
557
Zhang Financial
Michigan
$243K +$251K +2,972 New
LFAS
558
Level Four Advisory Services
Texas
$242K -$20.6K -244 -8%
BA
559
Bristlecone Advisors
Washington
$241K
RWA
560
RGT Wealth Advisors
Texas
$240K +$248K +2,934 New
UWM
561
USAdvisors Wealth Management
Minnesota
$240K +$248K +2,936 New
CWS
562
Cypress Wealth Services
California
$238K +$38.7K +458 +19%
BNP Paribas Financial Markets
563
BNP Paribas Financial Markets
France
$238K +$243K +2,880 +14,400%
BFA
564
Bluestem Financial Advisors
Illinois
$233K
SC
565
SouthState Corp
Florida
$233K
WA
566
Wealth Architects
California
$232K +$12.7K +150 +6%
JSL
567
JT Stratford LLC
Georgia
$230K -$154K -1,819 -39%
GLLW
568
Graves Light Lenhart Wealth
Virginia
$230K -$9.63K -114 -4%
FWP
569
Firethorn Wealth Partners
Georgia
$230K +$237K +2,806 New
TC
570
Truvestments Capital
Florida
$228K +$39.8K +471 +20%
SLG
571
Stanley-Laman Group
Pennsylvania
$227K +$2.19K +26 +1%
MIC
572
Meridian Investment Counsel
California
$226K
AWA
573
Arkadios Wealth Advisors
Georgia
$225K -$6.84K -81 -3%
PCS
574
Personal CFO Solutions
New Jersey
$224K +$338 +4 +0.1%
SWM
575
SeaCrest Wealth Management
New York
$222K -$30.6K -363 -12%

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.