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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
F
651
F3Logic
Minnesota
-$436K -4,680 Closed
LAM
652
LifePro Asset Management
California
-$428K -4,610 Closed
CFO
653
Collective Family Office
Pennsylvania
-$390K -4,200 Closed
RIA
654
Regal Investment Advisors
Michigan
-$368K -3,964 Closed
TSS
655
Two Sigma Securities
New York
-$356K -3,835 Closed
DWM
656
Dakota Wealth Management
Florida
-$326K -3,512 Closed
FM
657
Foster & Motley
Ohio
-$299K -3,215 Closed
VCM
658
Vigilant Capital Management
Maine
-$292K -3,141 Closed
NCM
659
Neumann Capital Management
California
-$289K -3,116 Closed
TF
660
Trek Financial
Arizona
-$258K -2,774 Closed
WP
661
WealthShield Partners
North Carolina
-$244K -2,691 Closed
MSA
662
Marino Stram & Associates
Massachusetts
-$247K -2,664 Closed
WDC
663
Woodward Diversified Capital
California
-$238K -2,560 Closed
AW
664
ACG Wealth
Georgia
-$229K -2,467 Closed
WWM
665
Western Wealth Management
Colorado
-$223K -2,406 Closed
WIM
666
Weitz Investment Management
Nebraska
-$220K -2,371 Closed
NAG
667
Northstar Advisory Group
New Jersey
-$214K -2,301 Closed
RFN
668
RDA Financial Network
Iowa
-$213K -2,293 Closed
TCM
669
Tandem Capital Management
New Jersey
-$210K -2,265 Closed
SWIG
670
Strategic Wealth Investment Group
Kentucky
-$209K -2,250 Closed
AWA
671
ARS Wealth Advisors
Florida
-$208K -2,245 Closed
APP
672
Avantax Planning Partners
Iowa
-$207K -2,230 Closed
WDG
673
Wealth Dimensions Group
Ohio
-$205K -2,205 Closed
ACM
674
Alamar Capital Management
California
-$203K -2,182 Closed
RCAG
675
Rehmann Capital Advisory Group
Michigan
-$201K -2,165 Closed

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.