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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
CSB
651
City State Bank
Iowa
$6K
CWP
652
Concord Wealth Partners
Virginia
$6K
TRCT
653
Tower Research Capital (TRC)
New York
$6K
HFA
654
HC Financial Advisors
California
$5K
PMFA
655
Plante Moran Financial Advisors
Michigan
$5K
VRM
656
Vectors Research Management
New York
$5K
TF
657
Tompkins Financial
New York
$4K -$3.69K -47 -50%
C
658
Covestor
United Kingdom
$4K -$1.65K -21 -28%
LB
659
Legacy Bridge
Iowa
$4K
CWM
660
Castle Wealth Management
Florida
$4K +$4.31K +55 New
AW
661
Avion Wealth
Texas
$3K
MA
662
Montag & Associates
Georgia
$3K
MFC
663
Morris Financial Concepts
South Carolina
$3K +$3.29K +42 New
CFN
664
Cordasco Financial Network
Florida
$2K
IFAM
665
Institutional & Family Asset Management
Colorado
$2K
KFI
666
Key Financial Inc
Pennsylvania
$2K
IBOK
667
Independence Bank of Kentucky
Kentucky
$2K +$1.57K +20 New
HI
668
Hoey Investments
Pennsylvania
$2K +$1.8K +23 New
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
TFA
670
Transamerica Financial Advisors
Florida
$1K +$78 +1 New
BRWM
671
B. Riley Wealth Management
Tennessee
$675 +$405K +5,169 +147%
FDCDDQ
672
Federation des caisses Desjardins du Quebec
Quebec, Canada
$466
BPC
673
Banque Pictet & Cie
Switzerland
$447 +$17.3K +221 +4%
WIM
674
Westside Investment Management
California
$3
ETC
675
Exchange Traded Concepts
Oklahoma
-$45.5M -556,150 Closed

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.