We are live on ! Find out more
BIV icon

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
HP
101
HT Partners
Connecticut
$10.7M +$585K +6,457 +6%
PFM
102
Phillips Financial Management
Indiana
$10.7M +$672K +7,420 +7%
SFPM
103
Sensible Financial Planning & Management
Massachusetts
$10.7M -$3.08K -34 -0%
PFPT
104
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.6M +$774K +8,551 +8%
AFS
105
Axiom Financial Strategies
Indiana
$9.94M -$2.45M -27,019 -20%
Citigroup
106
Citigroup
New York
$9.93M -$561K -6,194 -5%
SCA
107
Stokes Capital Advisors
South Carolina
$9.78M +$292K +3,224 +3%
CT
108
Coastline Trust
Rhode Island
$8.75M +$19.9K +220 +0.2%
AIP
109
Ameritas Investment Partners
Nebraska
$8.75M +$1.45M +15,983 +20%
AF
110
Advisornet Financial
Minnesota
$8.69M +$235K +2,593 +3%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$8.46M +$1.26M +13,937 +17%
BHWM
112
Bay Harbor Wealth Management
Maryland
$8.44M +$706K +7,794 +9%
DC
113
Davenport & Co
Virginia
$8.37M +$1.26M +13,865 +17%
CFGS
114
Concourse Financial Group Securities
Alabama
$8.33M -$9.61M -106,168 -53%
WWM
115
Wiser Wealth Management
Georgia
$8.25M +$1.14M +12,619 +16%
SIA
116
Sovereign Investment Advisors
Arizona
$8.02M +$31.5K +348 +0.4%
FAIM
117
Financial Advocates Investment Management
Washington
$7.92M +$347K +3,830 +5%
EWM
118
Echo Wealth Management
Minnesota
$7.92M +$859K +9,489 +12%
CAN
119
Cetera Advisor Networks
California
$7.82M +$627K +6,919 +9%
CB
120
Commerce Bank
Missouri
$7.66M -$529K -5,847 -6%
FEG
121
Fund Evaluation Group
Ohio
$7.5M +$3.42M +37,726 +82%
BI
122
Blooom Inc
Kansas
$7.49M -$110K -1,212 -1%
SPC
123
Sigma Planning Corp
Michigan
$7.42M +$1.01M +11,165 +16%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$7.38M
BRWA
125
B. Riley Wealth Advisors
Florida
$7.28M +$398K +4,394 +6%

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.