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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
Citadel Advisors
676
Citadel Advisors
Florida
-$33M -402,533 Closed
CIAS
677
CFS Investment Advisory Services
New Jersey
-$4K -348,321 Closed
CIA
678
Compass Ion Advisors
Pennsylvania
-$17.3M -210,742 Closed
5L
679
55I LLC
Massachusetts
-$12.2M -148,440 Closed
OMC
680
Old Mission Capital
Illinois
-$7.06M -86,201 Closed
MMA
681
Miracle Mile Advisors
California
-$4.81M -58,782 Closed
MCA
682
Maryland Capital Advisors
Maryland
-$3.75M -45,786 Closed
VFA
683
Voya Financial Advisors
Connecticut
-$3.52M -43,044 Closed
SMG
684
Smart Money Group
Texas
-$3.47M -42,380 Closed
FANJ
685
Financial Architects (New Jersey)
New Jersey
-$2.86M -34,905 Closed
EBT
686
Enterprise Bank & Trust
Massachusetts
-$2.54M -31,022 Closed
CL
687
Cabana LLC
Arkansas
-$2.17M -26,654 Closed
SFS
688
Strategic Financial Services
New York
-$2M -24,360 Closed
HAS
689
HBW Advisory Services
California
-$1.93M -23,525 Closed
SFS
690
Sowell Financial Services
Arkansas
-$1.86M -23,479 Closed
HF
691
HRT Financial
New York
-$1.82M -22,257 Closed
SBWIC
692
Schaper Benz & Wise Investment Counsel
Wisconsin
-$1.47M -17,995 Closed
LFA
693
Legacy Financial Advisors
Kentucky
-$1.42M -17,383 Closed
GWA
694
Geometric Wealth Advisors
District of Columbia
-$1.23M -15,039 Closed
SAM
695
Secure Asset Management
Michigan
-$1.19M -14,555 Closed
LFGH
696
Lee Financial Group Hawaii
Hawaii
-$1.03K -12,598 Closed
WP
697
WealthSource Partners
California
-$1M -12,248 Closed
LTL
698
Lowery Thomas LLC
California
-$820K -10,015 Closed
OWA
699
One Wealth Advisors
California
-$771K -9,410 Closed
LWAC
700
Laurel Wealth Advisors (California)
California
-$716K -8,740 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.