We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
BWS
551
BCR Wealth Strategies
Alabama
$166K
TWA
552
TCI Wealth Advisors
Arizona
$155K +$549 +7 +0.4%
NSIM
553
North Star Investment Management
Illinois
$145K
GI
554
Gradient Investments
Minnesota
$143K +$117K +1,487 +425%
CT
555
Caldwell Trust
Florida
$142K -$4.71K -60 -3%
HIA
556
Harbor Investment Advisory
Maryland
$141K
RCC
557
Red Cedar Capital
Nebraska
$132K +$134K +1,703 New
BEI
558
Benjamin Edwards Inc
Missouri
$129K +$72.8K +929 +127%
MAM
559
Marquette Asset Management
Minnesota
$125K -$548K -6,994 -81%
LSA
560
Lansing Street Advisors
Pennsylvania
$124K +$392 +5 +0.3%
AIM
561
Acropolis Investment Management
Missouri
$123K +$124K +1,578 New
AIC
562
Archer Investment Corporation
Indiana
$120K +$10.7K +136 +10%
EWM
563
Evermay Wealth Management
Virginia
$113K -$2.8M -35,667 -96%
IAMOG
564
Investors Asset Management of Georgia
Georgia
$111K +$113K +1,435 New
ACA
565
Atlas Capital Advisors
Wyoming
$110K -$51.4K -655 -32%
MA
566
MUFG Americas
New York
$110K -$29.9K -381 -21%
GLLW
567
Graves Light Lenhart Wealth
Virginia
$108K -$111K -1,419 -51%
FFC
568
First Financial Corp
Indiana
$105K -$86.4K -1,102 -45%
HBT
569
Hills Bank & Trust
Iowa
$104K -$3.69K -47 -3%
OC
570
Oakworth Capital
Alabama
$99K
VVP
571
Venture Visionary Partners
Ohio
$85.1K +$85.9K +1,095 New
PB
572
Pinnacle Bancorp
Nebraska
$85K
AF
573
Advisornet Financial
Minnesota
$81K -$8.61M -109,857 -99%
FRA
574
Front Row Advisors
California
$79K
National Bank of Canada
575
National Bank of Canada
Quebec, Canada
$75K

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.