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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
Optimum Investment Advisors
Illinois
$172K
Franklin Resources
602
Franklin Resources
California
$171K +$1.27K +15 +0.7%
ACA
603
Atlas Capital Advisors
Wyoming
$170K -$40.4K -479 -19%
SCA
604
Sandy Cove Advisors
Massachusetts
$168K +$169 +2 +0.1%
TWA
605
TCI Wealth Advisors
Arizona
$163K +$54.7K +648 +48%
CT
606
Caldwell Trust
Florida
$155K -$5.49K -65 -3%
NSIM
607
North Star Investment Management
Illinois
$153K
HIA
608
Harbor Investment Advisory
Maryland
$149K +$42.2K +500 +38%
MA
609
MUFG Americas
New York
$147K -$27.5K -326 -15%
LSA
610
Lansing Street Advisors
Pennsylvania
$127K +$135K +1,595 New
FMTCOCP
611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K +$124K +1,463 New
HBW
612
Hazlett, Burt & Watson
West Virginia
$115K +$119K +1,413 New
HBT
613
Hills Bank & Trust
Iowa
$114K -$10.8K -128 -8%
AIC
614
Archer Investment Corporation
Indiana
$112K
OC
615
Oakworth Capital
Alabama
$104K -$19.4K -230 -15%
BWL
616
Bogart Wealth LLC
Virginia
$103K +$49.2K +583 +87%
HA
617
Herold Advisors
New York
$95.7K +$98.7K +1,169 New
MHR
618
Matthew Hamilton Rosenberg
$93K -$7.94K -94 -8%
PB
619
Pinnacle Bancorp
Nebraska
$90K
CCM
620
Covington Capital Management
California
$88K
FRA
621
Front Row Advisors
California
$84K
BWP
622
Baldwin Wealth Partners
Massachusetts
$79K +$6.5K +77 +9%
National Bank of Canada
623
National Bank of Canada
Quebec, Canada
$77K +$22.9K +271 +43%
First Manhattan
624
First Manhattan
New York
$76K +$34.8K +412 +78%
NFSG
625
Newbridge Financial Services Group
Florida
$76K +$39.6K +469 +102%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.