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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
WWM
626
Wolff Wiese Magana
California
$13K +$13K +140 New
PP
627
Pacifica Partners
Canada
$13K +$13.5K +145 New
ME
628
McIlrath & Eck
Washington
$12K
TI
629
tru Independence
Oregon
$11.7K +$11.1M +119,042 +738%
MHR
630
Matthew Hamilton Rosenberg
$11K
SWA
631
SOA Wealth Advisors
New York
$11K +$11.8K +127 New
TFGT
632
TS Financial Group (TSFG)
Illinois
$10K
TF
633
Tompkins Financial
New York
$9K +$8.75K +94 New
RG
634
Retirement Group
California
$9K +$9.78K +105 New
AF
635
Allworth Financial
California
$8K -$124K -1,334 -94%
BSSFA
636
Baron Silver Stevens Financial Advisors
Florida
$8K +$8.75K +94 New
APWA
637
Atlas Private Wealth Advisors
New Jersey
$6K
TRCT
638
Tower Research Capital (TRC)
New York
$6K
VRM
639
Vectors Research Management
New York
$6K
LB
640
Legacy Bridge
Iowa
$5K
AW
641
Avion Wealth
Texas
$4K
EW
642
Evoke Wealth
California
$4K
CFN
643
Cordasco Financial Network
Florida
$3K
IA
644
Inspire Advisors
Idaho
$3K +$2.79K +30 New
SIS
645
Sound Income Strategies
Florida
$3K +$2.98K +32 New
KFI
646
Key Financial Inc
Pennsylvania
$2K +$2.23K +24 New
WOC
647
West Oak Capital
California
$1K +$745 +8 New
DWMG
648
DB Wealth Management Group
California
$1K +$1.4K +15 New
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$557
WIM
650
Westside Investment Management
California
$4

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.