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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
CT
101
Coastline Trust
Rhode Island
$8.81M -$447K -4,799 -5%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$8.68M
BRC
103
BHF RG Capital
Arizona
$8.66M +$928K +9,961 +12%
SB
104
Sunflower Bank
Texas
$8.57M -$436K -4,686 -5%
AI
105
Atria Investments
North Carolina
$8.56M +$505K +5,423 +6%
PFPT
106
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.52M +$612K +6,572 +8%
CW
107
CreativeOne Wealth
Kansas
$8.43M +$735K +7,891 +10%
NC
108
NewSquare Capital
Pennsylvania
$8.42M +$1.18M +12,703 +16%
FIG
109
FundX Investment Group
California
$8.34M -$9.48M -101,812 -53%
BUB
110
BBVA USA Bancshares
Texas
$8.3M +$390K +4,186 +5%
PWM
111
Paulson Wealth Management
Illinois
$8.29M +$8.31M +89,258 New
SIA
112
Sovereign Investment Advisors
Arizona
$8.22M +$92.2K +990 +1%
FAIM
113
Financial Advocates Investment Management
Washington
$8.17M +$3.45M +37,081 +70%
BC
114
Barnett & Company
Tennessee
$8.13M +$795K +8,536 +11%
Renaissance Technologies
115
Renaissance Technologies
New York
$8.12M -$1.08M -11,628 -12%
NFP
116
Novak Financial Planning
Maryland
$7.68M +$7.7M +82,670 New
GAM
117
Gemmer Asset Management
California
$7.66M -$402K -4,314 -5%
BRWA
118
B. Riley Wealth Advisors
Florida
$7.63M -$8.83M -94,787 -54%
Betterment LLC
119
Betterment LLC
New York
$7.46M +$679K +7,294 +10%
MWM
120
Merriman Wealth Management
Washington
$7.39M +$7.42M +79,637 New
Deutsche Bank
121
Deutsche Bank
Germany
$7.09M -$3.24M -34,796 -31%
DE
122
Day & Ennis
Georgia
$6.94M -$49.2K -528 -0.7%
SWA
123
Safir Wealth Advisors
New Hampshire
$6.92M +$6.94M +74,541 New
MAM
124
Meeder Asset Management
Ohio
$6.81M +$912K +9,790 +15%
WF
125
Welch & Forbes
Massachusetts
$6.69M +$135K +1,449 +2%

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.