We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
576
Hanson & Doremus Investment Management
Vermont
$50K
PAI
577
Pittenger & Anderson Inc
Nebraska
$49K
First Manhattan
578
First Manhattan
New York
$47K
LWANC
579
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K +$44.7K +500 New
CFO
580
CVA Family Office
Colorado
$40K +$179 +2 +0.4%
FCA
581
FinTrust Capital Advisors
South Carolina
$39K -$139K -1,559 -78%
SIAP
582
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$39K
SCA
583
Stonebridge Capital Advisors
Minnesota
$38K +$19K +213 +100%
PCFFS
584
Pacific Center for Financial Services
California
$37K
NSB
585
Norway Savings Bank
Maine
$32K
AA
586
Addison Advisors
Vermont
$31K +$30.4K +340 New
CB
587
CNB Bank
Pennsylvania
$29K +$29.1K +326 New
SSB
588
Sandy Spring Bank
Maryland
$26K
HFA
589
Hoover Financial Advisors
Pennsylvania
$25K +$24.6K +275 New
FP
590
Financial Perspectives
Minnesota
$24.1K -$2.1M -23,512 -99%
GI
591
Gradient Investments
Minnesota
$24K -$15.5K -174 -40%
PP
592
Pacifica Partners
Canada
$24K
WP
593
WealthShield Partners
North Carolina
$24K +$23.8K +266 New
FBT
594
First Bank & Trust
South Dakota
$22K
FMTCOCP
595
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K +$21.9K +245 New
JWM
596
Janiczek Wealth Management
Colorado
$21K +$20.6K +231 New
HC
597
Hoese & Co
Minnesota
$20K +$20.2K +226 New
GCM
598
Gables Capital Management
Florida
$19K
Northern Trust
599
Northern Trust
Illinois
$19K +$116K +1,301 +7%
BCM
600
Bourgeon Capital Management
Connecticut
$18K +$715 +8 +4%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.