We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$24.3M +$675K +7,559 +3%
APA
52
Allegiant Private Advisors
Florida
$23.9M +$6.6M +73,901 +38%
TAIM
53
TD Ameritrade Investment Management
Nebraska
$22.7M +$2.43M +27,204 +12%
AWS
54
AJ Wealth Strategies
New York
$22.4M +$8.13M +91,026 +58%
WPWM
55
Windward Private Wealth Management
Kansas
$22.4M +$4.18M +46,743 +23%
SWRP
56
Summit Wealth & Retirement Planning
California
$21.6M +$192K +2,148 +0.9%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$21.3M -$1.32M -14,817 -6%
BOS
58
Bank of Stockton
California
$20.5M -$3.85M -43,125 -16%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$20.3M -$177K -1,985 -0.9%
HighTower Advisors
60
HighTower Advisors
Illinois
$19.6M -$7.29M -81,641 -27%
FIM
61
Freedom Investment Management
Connecticut
$18.8M -$817K -9,150 -4%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$18.8M +$717K +8,027 +4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$18.2M +$83.4K +934 +0.5%
MAM
64
Marquette Asset Management
Minnesota
$18.1M +$1.13M +12,659 +7%
CFGS
65
Concourse Financial Group Securities
Alabama
$17.9M +$620K +6,943 +4%
FFG
66
Fullen Financial Group
Ohio
$17.6M +$1.04M +11,635 +6%
KAS
67
Kestra Advisory Services
Texas
$17.3M +$1.13M +12,631 +7%
AAS
68
Avantax Advisory Services
Texas
$17.1M +$1.04M +11,662 +7%
AWM
69
AE Wealth Management
Kansas
$16.9M +$5.01M +56,110 +43%
A
70
AdvicePeriod
California
$16.9M -$313K -3,501 -2%
AIC
71
Ameritas Investment Company
Nebraska
$16.7M -$7.68M -85,991 -92%
FWM
72
ForthRight Wealth Management
Georgia
$16.5M +$62K +694 +0.4%
Wealthfront Advisers
73
Wealthfront Advisers
California
$16.3M -$905K -10,135 -5%
FMC
74
First Merchants Corp
Indiana
$15.9M +$641K +7,172 +4%
BC
75
Brio Consultants
California
$15.7M +$669K +7,491 +4%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.