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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
AWM
601
Accel Wealth Management
Iowa
$17K -$7.68K -86 -32%
CDIA
602
Capital Directions Investment Advisors
Georgia
$16K +$16.3K +183 New
RCA
603
Ranch Capital Advisors
Florida
$15K
EI
604
Ellevest Inc
New York
$14K -$770K -8,626 -98%
IHWM
605
Iron Horse Wealth Management
Iowa
$14K
MIM
606
Macroview Investment Management
Maryland
$14K
WT
607
Whittier Trust
California
$14K
WWM
608
Wolff Wiese Magana
California
$13K
CA
609
Clearstead Advisors
Ohio
$12K -$4.02K -45 -26%
ME
610
McIlrath & Eck
Washington
$12K +$89 +1 +0.8%
BW
611
Bison Wealth
Georgia
$11K
MHR
612
Matthew Hamilton Rosenberg
$11K
SWM
613
Selective Wealth Management
Virginia
$11K +$11.2K +125 New
TFGT
614
TS Financial Group (TSFG)
Illinois
$10K
RG
615
Retirement Group
California
$10K +$89 +1 +0.9%
EIP
616
Ellis Investment Partners
Pennsylvania
$8K -$53.5K -599 -87%
MWA
617
Moser Wealth Advisors
Washington
$8K
SWA
618
SOA Wealth Advisors
New York
$8K
CWP
619
Concord Wealth Partners
Virginia
$6K -$3.93K -44 -38%
PMFA
620
Plante Moran Financial Advisors
Michigan
$6K
VRM
621
Vectors Research Management
New York
$6K
BWM
622
Baystate Wealth Management
Massachusetts
$6K +$5.81K +65 New
APWA
623
Atlas Private Wealth Advisors
New Jersey
$5K
TRCT
624
Tower Research Capital (TRC)
New York
$5K
HFA
625
HC Financial Advisors
California
$5K +$5.36K +60 New

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.