We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
VRM
626
Vectors Research Management
New York
$6K
APWA
627
Atlas Private Wealth Advisors
New Jersey
$5K
HFA
628
HC Financial Advisors
California
$5K
TRCT
629
Tower Research Capital (TRC)
New York
$5K
AWM
630
Accel Wealth Management
Iowa
$4K -$13.1K -145 -78%
AW
631
Avion Wealth
Texas
$4K
LB
632
Legacy Bridge
Iowa
$4K
MA
633
Montag & Associates
Georgia
$4K
PK
634
Pflug Koory
Nebraska
$4K
CFN
635
Cordasco Financial Network
Florida
$2K
IFAM
636
Institutional & Family Asset Management
Colorado
$2K
DWMG
637
DB Wealth Management Group
California
$1K
FDCDDQ
638
Federation des caisses Desjardins du Quebec
Quebec, Canada
$537
WIM
639
Westside Investment Management
California
$4
TCWA
640
Ten Capital Wealth Advisors
Washington
-$11.8M -131,541 Closed
NL
641
NEPC LLC
Massachusetts
-$6.11M -67,916 Closed
LWAC
642
Laurel Wealth Advisors (California)
California
-$4.27M -47,475 Closed
HIIFS
643
Harel Insurance Investments & Financial Services
Israel
-$3.19M -35,470 Closed
PWM
644
PRW Wealth Management
Massachusetts
-$1.49M -16,600 Closed
BRC
645
BHF RG Capital
Arizona
-$1.41M -15,630 Closed
T
646
TRUADVICE
Florida
-$1.1M -12,031 Closed
CBT
647
Capital Bank & Trust
California
-$949K -10,550 Closed
AAMC
648
Asset Allocation & Management Company
Illinois
-$824K -9,160 Closed
LFAS
649
Level Four Advisory Services
Texas
-$694K -7,715 Closed
RCM
650
Radnor Capital Management
Pennsylvania
-$557K -6,187 Closed

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.