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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
626
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532
MIH
627
Meitav Investment House
Israel
$506 +$518K +5,704 New
WIM
628
Westside Investment Management
California
$4
CWM
629
Comprehensive Wealth Management
Washington
-$9.29M -100,100 Closed
FIG
630
FundX Investment Group
California
-$8.34M -89,860 Closed
MWM
631
Merriman Wealth Management
Washington
-$7.39M -79,637 Closed
SS
632
Simplicity Solutions
Minnesota
-$6.55M -70,536 Closed
SWG
633
Summit Wealth Group
Vermont
-$5.7M -61,427 Closed
SL
634
Systelligence LLC
Minnesota
-$5.18M -55,787 Closed
FF
635
Friedenthal Financial
New Jersey
-$5.05M -54,424 Closed
PG
636
Prostatis Group
Maryland
-$3.87M -41,666 Closed
MW
637
Marks Wealth
Maryland
-$3.54M -38,156 Closed
LSA
638
Lion Street Advisors
Texas
-$3.04M -32,701 Closed
Millennium Management
639
Millennium Management
New York
-$2.22M -23,927 Closed
LWM
640
Laidlaw Wealth Management
New York
-$1.8M -19,370 Closed
SGAM
641
Stephens Group Asset Management
Arkansas
-$1.78M -19,135 Closed
OPWM
642
Oxinas Partners Wealth Management
Indiana
-$1.3M -14,011 Closed
WFA
643
Wellspring Financial Advisors
Ohio
-$949K -10,222 Closed
KPW
644
Kore Private Wealth
New York
-$930K -10,016 Closed
DP
645
Denver PWM
Colorado
-$841K -9,059 Closed
Kovitz Investment Group Partners
646
Kovitz Investment Group Partners
Illinois
-$772K -8,316 Closed
CCM
647
Crabel Capital Management
California
-$607K -6,537 Closed
FCBT
648
First Citizens Bank & Trust
North Carolina
-$585K -6,302 Closed
SS
649
Sunbelt Securities
Texas
-$516K -5,679 Closed
NEWAS
650
N.E.W. Advisory Services
Wisconsin
-$456K -4,914 Closed

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.