We are live on ! Find out more
BIV icon

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
PJSIMP
751
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$272K -3,176 Closed
Renaissance Technologies
752
Renaissance Technologies
New York
-$263K -3,000 Closed
MA
753
Maxele Advisors
Missouri
-$255K -2,915 Closed
AA
754
Aire Advisors
California
-$251K -2,864 Closed
WAP
755
Wealthcare Advisory Partners
Pennsylvania
-$236K -2,693 Closed
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
-$224K -2,560 Closed
WE
757
Wealth Effects
Massachusetts
-$224K -2,552 Closed
LA
758
Lifeworks Advisors
Michigan
-$221K -2,525 Closed
AFP
759
Ausdal Financial Partners
Iowa
-$218K -2,493 Closed
CFG
760
Citizens Financial Group
Rhode Island
-$214K -2,446 Closed
PG
761
Prostatis Group
Maryland
-$212K -2,422 Closed
FAT
762
First American Trust
California
-$212K -2,420 Closed
LIA
763
LBMC Investment Advisors
Tennessee
-$211K -2,409 Closed
FFA
764
First Foundation Advisors
California
-$211K -2,405 Closed
KPWG
765
KFA Private Wealth Group
Virginia
-$210K -2,393 Closed
CB
766
Commerce Bank
Missouri
-$208K -2,376 Closed
PPP
767
Private Portfolio Partners
New Jersey
-$207K -2,367 Closed
FNWM
768
Financial Network Wealth Management
Utah
-$207K -2,363 Closed
BC
769
Barnett & Company
Tennessee
-$205K -2,336 Closed
AGA
770
Arkos Global Advisors
Texas
-$204K -2,325 Closed
LFA
771
Lauterbach Financial Advisors
Texas
-$201K -2,294 Closed
MRWM
772
ML&R Wealth Management
Texas
-$200K -2,285 Closed
SSW
773
Smith Shellnut Wilson
Mississippi
-$200K -2,280 Closed
AWA
774
Amplius Wealth Advisors
Pennsylvania
-$197K -2,250 Closed
EVM
775
Eaton Vance Management
Massachusetts
-$105K -1,195 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.