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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
576
Caldwell Trust
Florida
$94.4K
PB
577
Pinnacle Bancorp
Nebraska
$92K +$5.03K +54 +6%
JGIA
578
Jackson Grant Investment Advisers
Connecticut
$88K +$88.5K +950 New
PFO
579
Pathstone Family Office
New Jersey
$82K +$69K +741 +515%
BWL
580
Bogart Wealth LLC
Virginia
$74K
TPWA
581
TRUE Private Wealth Advisors
Oregon
$71K -$14.6K -157 -17%
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$66K
TWM
583
Tradition Wealth Management
Minnesota
$66K +$66.6K +715 New
WB
584
Webster Bank
Connecticut
$63K
GEA
585
Glen Eagle Advisors
New Jersey
$62.2K -$2.79K -30 -4%
TWA
586
TCI Wealth Advisors
Arizona
$61K +$5.77K +62 +10%
FFA
587
Founders Financial Alliance
North Carolina
$59K
APC
588
Asset Planning Corporation
Tennessee
$57K +$57.6K +618 New
SBL
589
Sargent Bickham Lagudis
Colorado
$52K
BlackRock
590
BlackRock
New York
$52K +$838 +9 +2%
FCM
591
Firestone Capital Management
Florida
$52K +$52.2K +560 New
PAI
592
Pittenger & Anderson Inc
Nebraska
$51K +$51.2K +550 New
HDIM
593
Hanson & Doremus Investment Management
Vermont
$50K
NCM
594
New Capital Management
Texas
$50K
AWM
595
Atticus Wealth Management
Florida
$50K +$49.8K +535 New
First Manhattan
596
First Manhattan
New York
$48K
FGAM
597
Financial Gravity Asset Management
Texas
$48K +$47.9K +514 New
CA
598
Clearstead Advisors
Ohio
$47K -$34K -365 -42%
DI
599
Disciplined Investments
Oklahoma
$45K
HPC
600
HM Payson & Co
Maine
$42K -$5.87K -63 -12%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.