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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
IRC
601
Investors Research Corp
Georgia
$42K +$41.8K +449 New
CFO
602
CVA Family Office
Colorado
$41K +$373 +4 +0.9%
PCFFS
603
Pacific Center for Financial Services
California
$38K +$25.5K +274 +200%
NSB
604
Norway Savings Bank
Maine
$33K
CTB
605
Country Trust Bank
Illinois
$32K
AA
606
Addison Advisors
Vermont
$32K +$31.7K +340 New
GI
607
Gradient Investments
Minnesota
$31K
FCH
608
Freestone Capital Holdings
Washington
$30.5K -$141K -1,518 -82%
CAM
609
Chandler Asset Management
California
$27.9K
SSB
610
Sandy Spring Bank
Maryland
$26K
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$26K +$26.4K +283 New
FP
612
Financial Perspectives
Minnesota
$24.9K
EI
613
Ellevest Inc
New York
$23K
FBT
614
First Bank & Trust
South Dakota
$22K
AWM
615
Accel Wealth Management
Iowa
$21K +$21K +226 New
SIAG
616
Safeguard Investment Advisory Group
California
$21K +$21.9K +235 New
GCM
617
Gables Capital Management
Florida
$19K
Northern Trust
618
Northern Trust
Illinois
$17K -$356K -3,818 -17%
HWA
619
HHM Wealth Advisors
Tennessee
$17K
SWM
620
Selective Wealth Management
Virginia
$17K +$16.7K +179 New
RCA
621
Ranch Capital Advisors
Florida
$15K -$1.02K -11 -6%
WT
622
Whittier Trust
California
$15K
IHWM
623
Iron Horse Wealth Management
Iowa
$15K +$14.9K +160 New
FMB
624
Field & Main Bank
Kentucky
$14K +$14.3K +154 New
BCM
625
Bourgeon Capital Management
Connecticut
$13K +$13K +140 New

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.