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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
IRC
626
Investors Research Corp
Georgia
$73K
ADL
627
Asset Dedication LLC
California
$67K +$42.2K +500 +159%
FFA
628
Founders Financial Alliance
North Carolina
$65K
AWM
629
Aspire Wealth Management
Massachusetts
$62K +$19.5K +231 +44%
ED
630
Exane Derivatives
France
$61.4K +$63.3K +750 New
BEI
631
Benjamin Edwards Inc
Missouri
$60K +$44.6K +528 +258%
TWM
632
Tradition Wealth Management
Minnesota
$59K +$675 +8 +1%
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$58K -$78.1K -925 -57%
TSWM
634
Tyler-Stone Wealth Management
Ohio
$57K
JGIA
635
Jackson Grant Investment Advisers
Connecticut
$57K +$59.1K +700 New
GM
636
GeoWealth Management
Illinois
$56K +$57K +675 New
BW
637
Bison Wealth
Georgia
$55K -$2.62K -31 -4%
GGI
638
Godsey & Gibb Inc
Virginia
$52K
ACA
639
Aptus Capital Advisors
Alabama
$47K -$59.5K -705 -55%
GEA
640
Glen Eagle Advisors
New Jersey
$46.2K -$8.95K -106 -16%
PAI
641
Pittenger & Anderson Inc
Nebraska
$45K
BC
642
Bartlett & Co
Ohio
$43K +$44.3K +525 New
BCWM
643
Bartlett & Co Wealth Management
Ohio
$43K +$44.3K +525 New
DI
644
Disciplined Investments
Oklahoma
$40K -$17.7K -210 -30%
CAAS
645
Capital Asset Advisory Services
Michigan
$40K -$12K -142 -23%
HWMA
646
Heritage Wealth Management (Arizona)
Arizona
$40K +$41.1K +487 New
FCG
647
Financial Connections Group
California
$39K +$169 +2 +0.4%
BlackRock
648
BlackRock
New York
$38K +$3.55K +42 +10%
JHCP
649
Jackson Hole Capital Partners
Oklahoma
$38K +$39.3K +465 New
CFO
650
CVA Family Office
Colorado
$37K +$84 +1 +0.2%

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.