Vanguard Intermediate-Term Bond ETF
854 hedge funds and large institutions have $12.4B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 437 increasing their positions, 223 reducing their positions, and 52 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 223
67% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 52
10% more capital invested
Capital invested by funds: $11.2B → $12.4B (+$1.14B)
9% more funds holding in top 10
Funds holding in top 10: 95 → 104 (+9)
3% more funds holding
Funds holding: 826 → 854 (+28)
0.67% less ownership
Funds ownership: 62.41% → 61.74% (-0.67%)
92% less call options, than puts
Call options by funds: $313K | Put options by funds: $4.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$69M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$65.1M |
| 3 |
Morgan Stanley
New York
|
+$56.2M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$55M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$98.3M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
-$52.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.9M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
-$14.1M |
| 5 |
BC
Burney Company
Reston,
Virginia
|
-$13.5M |
BIV Hedge Fund Activity: Q3 2024 in Review
854 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2024, worth a combined $12.4B — up 10% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new BIV positions and 52 closed out — a net gain of 35 holders — while 437 added to existing stakes and 223 trimmed.
The largest buyer was True Link Financial Advisors, adding an estimated $69M. The largest seller was Goldman Sachs, cutting an estimated $98.3M.
- 854 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2024, up from 826 in Q2 2024.
- Funds reported $12.4B of Vanguard Intermediate-Term Bond ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2024 and 52 closed out, a net change of +35 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2024 was True Link Financial Advisors, an estimated $69M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2024 was Goldman Sachs, an estimated $98.3M sold.
Based on aggregated 13F filings for Q3 2024.