Vanguard Intermediate-Term Bond ETF
822 hedge funds and large institutions have $11.4B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 314 increasing their positions, 293 reducing their positions, and 41 closing their positions.
263% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 41
27% more funds holding in top 10
Funds holding in top 10: 73 → 93 (+20)
19% more capital invested
Capital invested by funds: $9.63B → $11.4B (+$1.78B)
14% more funds holding
Funds holding: 721 → 822 (+101)
5.01% more ownership
Funds ownership: 63.16% → 68.17% (+5%)
7% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 293
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$501M |
| 2 |
Morgan Stanley
New York
|
+$389M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$119M |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$67.8M |
| 5 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$160M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$108M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$68M |
| 4 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
-$59M |
| 5 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
-$55.2M |
BIV Hedge Fund Activity: Q4 2023 in Review
822 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2023, worth a combined $11.4B — up 19% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new BIV positions and 41 closed out — a net gain of 108 holders — while 314 added to existing stakes and 293 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $501M. The largest seller was United Capital Financial Advisors, cutting an estimated $160M.
- 822 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2023, up from 721 in Q3 2023.
- Funds reported $11.4B of Vanguard Intermediate-Term Bond ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 149 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2023 and 41 closed out, a net change of +108 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $501M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $160M sold.
Based on aggregated 13F filings for Q4 2023.