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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
626
High Net Worth Advisory Group
Florida
$16K
SCA
627
Stonebridge Capital Advisors
Minnesota
$16K +$4.63K +59 +39%
Northern Trust
628
Northern Trust
Illinois
$15K -$162K -2,062 -9%
HBW
629
Hazlett, Burt & Watson
West Virginia
$14K -$97.2K -1,239 -88%
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$14K -$41.6K -530 -75%
VNA
631
Valley National Advisers
Pennsylvania
$13K
BCM
632
Bourgeon Capital Management
Connecticut
$13K +$1.41K +18 +12%
WT
633
Whittier Trust
California
$12K -$4.23K -54 -25%
IHWM
634
Iron Horse Wealth Management
Iowa
$12K
MIM
635
Macroview Investment Management
Maryland
$12K
WWM
636
Wolff Wiese Magana
California
$11K
CCM
637
Covington Capital Management
California
$10K -$74.5K -950 -88%
CAAS
638
Capital Asset Advisory Services
Michigan
$10K -$27.7K -353 -73%
FPB
639
First PREMIER Bank
South Dakota
$10K
AF
640
Arrow Financial
New York
$9K +$9.49K +121 New
RG
641
Retirement Group
California
$8K
TFP
642
Tilia Fiduciary Partners
North Carolina
$8K
TFGT
643
TS Financial Group (TSFG)
Illinois
$8K
BTI
644
Blue Trust Inc
Georgia
$8K +$7.37K +94 New
M
645
MOTCO
Texas
$8K +$7.84K +100 New
DFC
646
DB Fitzpatrick & Co
Idaho
$8K +$8.55K +109 New
SWA
647
SOA Wealth Advisors
New York
$7K
BWM
648
Baystate Wealth Management
Massachusetts
$7K +$78 +1 +1%
CIAS
649
Capital Investment Advisory Services
North Carolina
$7K +$6.98K +89 New
CMA
650
Cedar Mountain Advisors
Oregon
$6K -$10.6K -135 -62%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.