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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
726
Squarepoint
New York
-$250K -3,051 Closed
TI
727
Trexquant Investment
Connecticut
-$249K -3,042 Closed
EC
728
Estate Counselors
Wisconsin
-$245K -3,000 Closed
LFAS
729
Level Four Advisory Services
Texas
-$242K -2,957 Closed
BA
730
Bristlecone Advisors
Washington
-$241K -2,942 Closed
CWS
731
Cypress Wealth Services
California
-$238K -2,911 Closed
BNP Paribas Financial Markets
732
BNP Paribas Financial Markets
France
-$238K -2,900 Closed
BFA
733
Bluestem Financial Advisors
Illinois
-$233K -2,847 Closed
FWP
734
Firethorn Wealth Partners
Georgia
-$230K -2,806 Closed
JSL
735
JT Stratford LLC
Georgia
-$230K -2,804 Closed
GIA
736
Gladstone Institutional Advisory
Florida
-$215K -2,626 Closed
CPSC
737
Carl P. Sherr & Co
Massachusetts
-$214K -2,610 Closed
SOS
738
Silver Oak Securities
Tennessee
-$208K -2,610 Closed
1WA
739
180 Wealth Advisors
Washington
-$205K -2,607 Closed
GA
740
Greenspring Advisors
Maryland
-$212K -2,583 Closed
BFG
741
Berger Financial Group
Minnesota
-$210K -2,561 Closed
KFA
742
Kelleher Financial Advisors
New York
-$209K -2,557 Closed
APW
743
Austin Private Wealth
Texas
-$209K -2,554 Closed
CCA
744
Cobblestone Capital Advisors
New York
-$209K -2,550 Closed
RCM
745
Requisite Capital Management
Texas
-$205K -2,500 Closed
SFP
746
Strategic Financial Partners
Oregon
-$203K -2,478 Closed
AWM
747
Axxcess Wealth Management
California
-$203K -2,475 Closed
HH
748
Hilltop Holdings
Texas
-$201K -2,460 Closed
WB
749
West Bancorporation
Iowa
-$190K -2,318 Closed
SCA
750
Sandy Cove Advisors
Massachusetts
-$168K -2,048 Closed

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.