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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
651
Susquehanna International Group
Pennsylvania
-$50.2M -538,912 Closed
CCFM
652
Clear Creek Financial Management
Washington
-$33.7M -360,216 Closed
HighTower Advisors
653
HighTower Advisors
Illinois
-$29.2M -312,423 Closed
REMPR
654
Roof Eidam Maycock Peralta (REMP)
California
-$19.4M -207,560 Closed
HW
655
Hedeker Wealth
Illinois
-$3.33M -35,593 Closed
FFN
656
Focus Financial Network
Minnesota
-$2.02M -21,627 Closed
MCM
657
Maryland Capital Management
Maryland
-$1.57M -16,850 Closed
FSA
658
Financial Sense Advisors
California
-$889K -9,508 Closed
HSBC Holdings
659
HSBC Holdings
United Kingdom
-$804K -8,600 Closed
PW
660
Peninsula Wealth
California
-$738K -7,891 Closed
MWC
661
MKD Wealth Coaches
Michigan
-$547K -5,848 Closed
SFM
662
Signet Financial Management
New Jersey
-$441K -4,731 Closed
HR
663
Hayden Royal
North Carolina
-$426K -4,566 Closed
UCFA
664
United Capital Financial Advisors
Texas
-$278K -2,972 Closed
DCM
665
Dimension Capital Management
Florida
-$249K -2,668 Closed
MIS
666
Morningstar Investment Services
Illinois
-$234K -2,500 Closed
VCM
667
Virtue Capital Management
Tennessee
-$233K -2,493 Closed
ESB
668
Essex Savings Bank
Connecticut
-$223K -2,382 Closed
CAM
669
Concorde Asset Management
Michigan
-$207K -2,208 Closed
MBTD
670
Mechanics Bank - Trust Department
California
-$205K -2,190 Closed
ACA
671
Aptus Capital Advisors
Alabama
-$119K -1,276 Closed
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$73K -785 Closed
WAS
673
Winch Advisory Services
Wisconsin
-$50K -534 Closed
PFWA
674
Paces Ferry Wealth Advisors
Georgia
-$43K -465 Closed
PO
675
Private Ocean
California
-$36K -383 Closed

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.