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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Brio Consultants
California
$13.7M -$1.06M -11,329 -7%
SCA
77
Stokes Capital Advisors
South Carolina
$13.4M +$211K +2,266 +2%
OPS
78
Orion Portfolio Solutions
Nebraska
$13.3M +$555K +5,959 +4%
HGWM
79
Horst & Graben Wealth Management
Oregon
$12.7M -$518K -5,566 -4%
AWM
80
AE Wealth Management
Kansas
$12.5M -$1.22M -13,080 -9%
KAS
81
Kestra Advisory Services
Texas
$12M +$4.2M +45,106 +54%
CAN
82
Cetera Advisor Networks
California
$11.9M +$1.19M +12,744 +11%
HAFS
83
Hapanowicz & Associates Financial Services
Pennsylvania
$11.9M +$11.9M +127,994 New
FA
84
FC Advisory
Pennsylvania
$11.7M +$504K +5,411 +4%
HI
85
Human Investing
Oregon
$11.1M +$2.01M +21,608 +22%
CWM
86
Cornerstone Wealth Management
Missouri
$11M +$2.78M +29,897 +34%
Citigroup
87
Citigroup
New York
$10.8M +$263K +2,825 +2%
PP
88
Professional Planning
California
$10.6M +$567K +6,087 +6%
Wealthfront Advisers
89
Wealthfront Advisers
California
$10.6M -$1.96M -21,092 -16%
SFPM
90
Sensible Financial Planning & Management
Massachusetts
$10.5M -$25.4K -273 -0.2%
APA
91
Allegiant Private Advisors
Florida
$10.2M +$10.2M +109,446 New
AFS
92
Axiom Financial Strategies
Indiana
$10.1M
AMG
93
Asset Management Group
Connecticut
$9.87M +$3.74M +40,160 +61%
BBNA
94
Bremer Bank National Association
Minnesota
$9.67M +$822K +8,827 +9%
EWM
95
Echo Wealth Management
Minnesota
$9.54M +$9.57M +102,775 New
CB
96
Commerce Bank
Missouri
$9.35M +$1.34M +14,378 +17%
PWS
97
Paragon Wealth Strategies
Florida
$9.31M +$950K +10,205 +11%
CWM
98
Comprehensive Wealth Management
Washington
$9.29M +$9.32M +100,100 New
PFM
99
Phillips Financial Management
Indiana
$9.27M +$703K +7,552 +8%
HP
100
HT Partners
Connecticut
$9.15M +$389K +4,182 +4%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.