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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Advisors Ltd
Ohio
$35K -$46.4K -550 -56%
FCA
652
FinTrust Capital Advisors
South Carolina
$35K
FGAM
653
Financial Gravity Asset Management
Texas
$33.3K -$87.5K -1,036 -33%
WTA
654
Washington Trust Advisors
Massachusetts
$33K
SAM
655
Strategic Asset Management
Minnesota
$33K +$1.6K +19 +5%
PA
656
Parallel Advisors
California
$31K -$30.3K -359 -49%
GI
657
Gradient Investments
Minnesota
$29K
NSB
658
Norway Savings Bank
Maine
$29K
AA
659
Addison Advisors
Vermont
$28K
LWP
660
Laurel Wealth Planning
Minnesota
$26K +$26.6K +315 New
PP
661
Pacifica Partners
Canada
$23K
SSB
662
Sandy Spring Bank
Maryland
$23K
FP
663
Financial Perspectives
Minnesota
$21.9K
RCM
664
Regency Capital Management
Hawaii
$21K
SBL
665
Sargent Bickham Lagudis
Colorado
$20K -$96K -1,137 -82%
FBT
666
First Bank & Trust
South Dakota
$20K
SWM
667
Selective Wealth Management
Virginia
$20K
CB
668
CNB Bank
Pennsylvania
$19K -$6.5K -77 -25%
HC
669
Hoese & Co
Minnesota
$19K
CMA
670
Cedar Mountain Advisors
Oregon
$18K
WT
671
Whittier Trust
California
$18K +$4.56K +54 +34%
Northern Trust
672
Northern Trust
Illinois
$18K +$228K +2,705 +14%
HNWAG
673
High Net Worth Advisory Group
Florida
$16K -$11K -130 -39%
VNA
674
Valley National Advisers
Pennsylvania
$14K -$75.2K -891 -84%
IHWM
675
Iron Horse Wealth Management
Iowa
$13K

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.