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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
651
International Assets Investment Management
Florida
-$1.46M -15,526 Closed
CRWM
652
Castle Rock Wealth Management
California
-$1.38M -15,465 Closed
LA
653
Latitude Advisors
Florida
-$750K -8,453 Closed
HA
654
Harfst & Associates
Wyoming
-$738K -8,322 Closed
BPB
655
Badgley, Phelps & Bell
Washington
-$485K -5,471 Closed
DI
656
DAGCO Inc
Ohio
-$392K -4,418 Closed
CL
657
CPWM LLC
Washington
-$358K -4,036 Closed
WAP
658
Wealthcare Advisory Partners
Pennsylvania
-$348K -3,925 Closed
VAS
659
Vestmark Advisory Solutions
Massachusetts
-$345K -3,889 Closed
CH
660
Canton Hathaway
Rhode Island
-$303K -3,418 Closed
KM
661
Kalos Management
Georgia
-$290K -3,261 Closed
UWM
662
USAdvisors Wealth Management
Minnesota
-$277K -3,126 Closed
DW
663
Domani Wealth
Pennsylvania
-$276K -3,115 Closed
KMWM
664
Keudell/Morrison Wealth Management
Oregon
-$243K -2,744 Closed
HAS
665
HBW Advisory Services
California
-$236K -2,657 Closed
VAM
666
Verity Asset Management
North Carolina
-$232K -2,618 Closed
SRC
667
Shufro Rose & Co
New York
-$230K -2,588 Closed
RFC
668
Regions Financial Corp
Alabama
-$228K -2,573 Closed
PIP
669
Peachtree Investment Partners
Florida
-$182K -2,049 Closed
VBCG
670
Valley Brook Capital Group
Pennsylvania
-$157K -1,775 Closed
CIAS
671
Capital Investment Advisory Services
North Carolina
-$155K -1,750 Closed
CWC
672
Carolinas Wealth Consulting
North Carolina
-$116K -1,303 Closed
DAC
673
Dividend Assets Capital
South Carolina
-$100K -1,132 Closed
CB
674
Community Bank
New York
-$33K -370 Closed
CAM
675
Chandler Asset Management
California
-$27K -300 Closed

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.