Vanguard Intermediate-Term Bond ETF
703 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 293 increasing their positions, 256 reducing their positions, and 39 closing their positions.
74% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 39
14% more repeat investments, than reductions
Existing positions increased: 293 | Existing positions reduced: 256
8% more capital invested
Capital invested by funds: $8.04B → $8.69B (+$651M)
2% more funds holding
Funds holding: 688 → 703 (+15)
0.9% more ownership
Funds ownership: 62.01% → 62.91% (+0.9%)
9% less funds holding in top 10
Funds holding in top 10: 70 → 64 (-6)
69% less call options, than puts
Call options by funds: $207K | Put options by funds: $668K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
+$96.7M |
| 2 |
AT
American Trust
Lexington,
Kentucky
|
+$72.1M |
| 3 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
+$60.1M |
| 4 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
+$46.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$40.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$32M |
| 2 |
BC
Burney Company
Reston,
Virginia
|
-$27.2M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$20.6M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$18.3M |
| 5 |
AA
Atmos Advisory
Pittsburgh,
Pennsylvania
|
-$16.6M |
BIV Hedge Fund Activity: Q1 2023 in Review
703 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2023, worth a combined $8.69B — up 8.1% from $8.04B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new BIV positions and 39 closed out — a net gain of 29 holders — while 293 added to existing stakes and 256 trimmed.
The largest buyer was Efficient Advisors, adding an estimated $96.7M. The largest seller was Financial Engines Advisors, cutting an estimated $32M.
- 703 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2023, up from 688 in Q4 2022.
- Funds reported $8.69B of Vanguard Intermediate-Term Bond ETF stock for Q1 2023, up 8.1% quarter-over-quarter.
- 68 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2023 and 39 closed out, a net change of +29 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2023 was Efficient Advisors, an estimated $96.7M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2023 was Financial Engines Advisors, an estimated $32M sold.
Based on aggregated 13F filings for Q1 2023.