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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
651
Two Sigma Securities
New York
-$490K -5,450 Closed
WP
652
WMS Partners
Maryland
-$437K -4,857 Closed
CFG
653
Citizens Financial Group
Rhode Island
-$385K -4,275 Closed
Financial Engines Advisors
654
Financial Engines Advisors
California
-$377K -4,188 Closed
GWM
655
GSB Wealth Management
Connecticut
-$331K -3,682 Closed
EBSAM
656
Eubel Brady & Suttman Asset Management
Ohio
-$311K -3,507 Closed
AWM
657
Apollon Wealth Management
South Carolina
-$314K -3,492 Closed
ZB
658
Zions Bancorporation
Utah
-$283K -3,146 Closed
Vanguard Group
659
Vanguard Group
Pennsylvania
-$282K -3,133 Closed
ARC
660
Advisor Resource Council
Texas
-$281K -3,123 Closed
Squarepoint
661
Squarepoint
New York
-$278K -3,091 Closed
RMC
662
Resources Management Corp
Connecticut
-$227K -2,524 Closed
RMDI
663
R.M. Davis Inc
Maine
-$224K -2,485 Closed
BAMG
664
Brand Asset Management Group
Missouri
-$221K -2,457 Closed
SSW
665
Smith Shellnut Wilson
Mississippi
-$205K -2,280 Closed
FI
666
Financial Insights
Washington
-$1.66M -1,841 Closed
PGWM
667
Parisi Gray Wealth Management
New Jersey
-$154K -1,714 Closed
HDIM
668
Hanson & Doremus Investment Management
Vermont
-$50K -538 Closed
PCFFS
669
Pacific Center for Financial Services
California
-$37K -411 Closed
WP
670
WealthShield Partners
North Carolina
-$24K -266 Closed
FMTCOCP
671
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$22K -245 Closed
JWM
672
Janiczek Wealth Management
Colorado
-$21K -231 Closed
MWA
673
Moser Wealth Advisors
Washington
-$8K -92 Closed
DWA
674
Delos Wealth Advisors
Texas
-$3K -37 Closed
EVM
675
Eaton Vance Management
Massachusetts
+$91 +1 +0.1%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.