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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
726
Aries Wealth Management
Maine
-$1.38M -15,799 Closed
BHWM
727
Beaird Harris Wealth Management
Texas
-$1.34M -15,334 Closed
PA
728
PFG Advisors
Arizona
-$1.18M -13,495 Closed
NB
729
Nicolet Bankshares
Wisconsin
-$1.14M -12,992 Closed
GL
730
Graypoint LLC
New York
-$1.09M -12,455 Closed
FHB
731
First Hawaiian Bank
Hawaii
-$1.08M -12,350 Closed
IFS
732
Intelligent Financial Strategies
Minnesota
-$827K -9,435 Closed
LAM
733
LifePro Asset Management
California
-$794K -9,065 Closed
SJIA
734
St. James Investment Advisors
New York
-$777K -8,868 Closed
LWMT
735
Legacy Wealth Management (Tennessee)
Tennessee
-$754K -8,600 Closed
Kovitz Investment Group Partners
736
Kovitz Investment Group Partners
Illinois
-$772K -8,316 Closed
HHRDM
737
H&H Retirement Design & Management
Nevada
-$655K -7,782 Closed
EPWM
738
Essex Private Wealth Management
Massachusetts
-$614K -7,012 Closed
DFC
739
DB Fitzpatrick & Co
Idaho
-$608K -6,939 Closed
CAC
740
Certified Advisory Corp
Florida
-$578K -6,594 Closed
WHG
741
Westwood Holdings Group
Texas
-$576K -6,581 Closed
TFA
742
Tranquilli Financial Advisor
New Jersey
-$556K -6,344 Closed
WA
743
WBH Advisory
Maryland
-$553K -6,312 Closed
MWA
744
MFA Wealth Advisors
Pennsylvania
-$486K -5,550 Closed
CRI
745
Colonial River Investments
Virginia
-$446K -5,093 Closed
TIAM2
746
Tru Independence Asset Management 2
Oregon
-$403K -4,599 Closed
CAG
747
Crestwood Advisors Group
Massachusetts
-$395K -4,510 Closed
GT
748
Greenleaf Trust
Michigan
-$336K -3,833 Closed
MYIA
749
Mount Yale Investment Advisors
Colorado
-$313K -3,570 Closed
ARC
750
Advisor Resource Council
Texas
-$291K -3,320 Closed

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.