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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
AJ Wealth Strategies
New York
$16.6M -$5.75M -63,481 -25%
FWM
77
ForthRight Wealth Management
Georgia
$16.5M +$150K +1,653 +0.9%
OPS
78
Orion Portfolio Solutions
Nebraska
$16.4M +$1.19M +13,115 +8%
AI
79
Atria Investments
North Carolina
$16.3M +$3.73M +41,145 +29%
SAS
80
SMI Advisory Services
Indiana
$15.7M +$15.9M +175,705 New
HI
81
Human Investing
Oregon
$15.3M +$1.83M +20,176 +13%
HAFS
82
Hapanowicz & Associates Financial Services
Pennsylvania
$14.7M +$406K +4,485 +3%
BCM
83
Brookstone Capital Management
Illinois
$13.3M +$2.04M +22,557 +18%
Prudential Financial
84
Prudential Financial
New Jersey
$13.2M +$1.42M +15,716 +12%
AMG
85
Asset Management Group
Connecticut
$12.9M +$185K +2,044 +1%
NC
86
NewSquare Capital
Pennsylvania
$12.8M +$594K +6,564 +5%
FA
87
Fortis Advisors
Pennsylvania
$12.5M +$2.8M +30,974 +17%
PWS
88
Paragon Wealth Strategies
Florida
$12.4M +$953K +10,521 +8%
JWCA
89
J.W. Cole Advisors
Florida
$12.1M +$10.5M +116,366 +514%
VIA
90
Vickerman Investment Advisors
Washington
$12.1M +$12.2M +134,964 New
CWM
91
Cornerstone Wealth Management
Missouri
$11.8M +$301K +3,323 +3%
Betterment LLC
92
Betterment LLC
New York
$11.7M +$2.63M +28,992 +29%
CW
93
CreativeOne Wealth
Kansas
$11.6M +$1.93M +21,278 +20%
Jane Street
94
Jane Street
New York
$11.4M -$34.3M -379,114 -75%
FA
95
FC Advisory
Pennsylvania
$11.3M +$959K +10,588 +9%
GAM
96
Gemmer Asset Management
California
$11.3M +$2.11M +23,353 +23%
FTS
97
Fifth Third Securities
Ohio
$11.2M +$11.3M +125,170 New
HGWM
98
Horst & Graben Wealth Management
Oregon
$11M -$260K -2,875 -2%
MAM
99
Meeder Asset Management
Ohio
$10.8M +$1.34M +14,752 +14%
BBNA
100
Bremer Bank National Association
Minnesota
$10.7M +$101K +1,110 +0.9%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.