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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$21.6M +$893K +9,588 +4%
EA
52
Efficient Advisors
Ohio
$21.2M +$16.9M +181,042 +382%
CSPAM
53
Cary Street Partners Asset Management
Virginia
$21M +$26.2M +280,988 New
SWRP
54
Summit Wealth & Retirement Planning
California
$21M +$854K +9,172 +4%
TAIM
55
TD Ameritrade Investment Management
Nebraska
$20.9M -$416K -4,463 -2%
CWM
56
Cranbrook Wealth Management
Michigan
$20.5M +$2M +21,434 +11%
OC
57
Oppenheimer & Co
New York
$20.5M +$20.3M +217,551 +7,623%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$20.4M +$1.66M +17,858 +9%
DPI
59
Diversified Portfolios Inc
Michigan
$20.2M +$847K +9,100 +4%
MAP
60
Milestone Advisory Partners
North Carolina
$18.6M -$1.04M -11,167 -5%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$18.2M +$14M +149,918 +328%
CFD
62
Creative Financial Designs
Indiana
$17.9M +$1.1M +11,859 +7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$17.6M +$1.33M +14,303 +8%
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$1.93M +20,741 +13%
A
65
AdvicePeriod
California
$17M +$310K +3,328 +2%
WPWM
66
Windward Private Wealth Management
Kansas
$17M +$17.1M +183,319 New
CFGS
67
Concourse Financial Group Securities
Alabama
$16.8M +$1.61M +17,238 +11%
SAMC
68
Spectrum Asset Management (California)
California
$15.9M +$220K +2,364 +1%
AWS
69
AJ Wealth Strategies
New York
$15.7M +$2.73M +29,354 +21%
FFG
70
Fullen Financial Group
Ohio
$15.5M +$970K +10,411 +7%
FMC
71
First Merchants Corp
Indiana
$15.1M +$389K +4,182 +3%
AAS
72
Avantax Advisory Services
Texas
$15.1M -$510K -5,481 -3%
MAM
73
Marquette Asset Management
Minnesota
$14.9M +$3.59M +38,600 +32%
EBT
74
Enterprise Bank & Trust
Massachusetts
$14.4M -$72.9K -783 -0.5%
JP Morgan Chase
75
JP Morgan Chase
New York
$14.4M +$1.36M +14,587 +10%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.