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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
AW
626
Avion Wealth
Texas
$4K
LB
627
Legacy Bridge
Iowa
$4K
MA
628
Montag & Associates
Georgia
$4K
PK
629
Pflug Koory
Nebraska
$4K
MA
630
MBA Advisors
Pennsylvania
$3.86K +$1.47M +16,415 +62%
DWA
631
Delos Wealth Advisors
Texas
$3K +$3.31K +37 New
CFN
632
Cordasco Financial Network
Florida
$2K
KFI
633
Key Financial Inc
Pennsylvania
$2K
IFAM
634
Institutional & Family Asset Management
Colorado
$2K +$804 +9 +50%
NFSG
635
Newbridge Financial Services Group
Florida
$2K +$1.79K +20 New
DWMG
636
DB Wealth Management Group
California
$1K
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$540
WIM
638
Westside Investment Management
California
$4
Qube Research & Technologies (QRT)
639
Qube Research & Technologies (QRT)
United Kingdom
-$36.3M -409,429 Closed
DPI
640
Diversified Portfolios Inc
Michigan
-$21.2M -239,296 Closed
RWP
641
RWA Wealth Partners
Massachusetts
-$19.9M -223,762 Closed
Verition Fund Management
642
Verition Fund Management
Connecticut
-$13M -146,718 Closed
EWP
643
Engrave Wealth Partners
Texas
-$9.46M -106,672 Closed
Susquehanna International Group
644
Susquehanna International Group
Pennsylvania
-$4.03M -45,130 Closed
WCM
645
Washburn Capital Management
Florida
-$3.38M -38,122 Closed
TI
646
tru Independence
Oregon
-$2.82M -31,728 Closed
IWA
647
IBEX Wealth Advisors
New Jersey
-$2.58M -29,029 Closed
Renaissance Technologies
648
Renaissance Technologies
New York
-$1.77M -19,900 Closed
SWM
649
Soundmark Wealth Management
Washington
-$1.6M -18,064 Closed
UFA
650
US Financial Advisors
Massachusetts
-$1.41M -15,846 Closed

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.