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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
PRS
51
Pinkerton Retirement Specialists
Idaho
$24.6M +$496K +5,476 +2%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$24.5M +$24.8M +274,393 New
VCM
53
Verde Capital Management
Michigan
$24.2M -$633K -6,985 -3%
WPWM
54
Windward Private Wealth Management
Kansas
$23.7M +$1.45M +16,005 +6%
SWRP
55
Summit Wealth & Retirement Planning
California
$22.7M +$1.21M +13,390 +6%
DPI
56
Diversified Portfolios Inc
Michigan
$22.3M +$22.5M +248,954 New
CIA
57
Compass Ion Advisors
Pennsylvania
$21.6M -$7.6M -83,971 -26%
TAIM
58
TD Ameritrade Investment Management
Nebraska
$21.4M -$2.06M -22,741 -9%
HighTower Advisors
59
HighTower Advisors
Illinois
$20.9M +$1.41M +15,521 +7%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$19.7M -$1.5M -16,521 -7%
Barclays
61
Barclays
United Kingdom
$19.4M +$13M +143,181 +193%
FFG
62
Fullen Financial Group
Ohio
$19.3M +$1.93M +21,261 +11%
MAM
63
Marquette Asset Management
Minnesota
$19.2M +$1.25M +13,833 +7%
BOS
64
Bank of Stockton
California
$18.3M -$2.06M -22,744 -10%
FIM
65
Freedom Investment Management
Connecticut
$18.2M -$478K -5,283 -3%
AWM
66
AE Wealth Management
Kansas
$18.1M +$1.36M +15,045 +8%
KAS
67
Kestra Advisory Services
Texas
$18M +$781K +8,625 +4%
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$17.9M -$756K -8,350 -4%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$17.8M -$238K -2,624 -1%
BC
70
Brio Consultants
California
$17.7M +$2.13M +23,472 +13%
AAS
71
Avantax Advisory Services
Texas
$17.6M +$621K +6,855 +4%
AIC
72
Ameritas Investment Company
Nebraska
$16.9M +$16.5M +182,058 +2,587%
Citadel Advisors
73
Citadel Advisors
Florida
$16.9M -$21.5M -237,870 -56%
FMC
74
First Merchants Corp
Indiana
$16.8M +$928K +10,251 +6%
Wealthfront Advisers
75
Wealthfront Advisers
California
$16.6M +$422K +4,655 +3%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.