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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gemmer Asset Management
California
$8.96M -$4.05M -47,965 -30%
WWM
102
Wiser Wealth Management
Georgia
$8.79M +$622K +7,371 +7%
SWM
103
SigFig Wealth Management
California
$8.51M +$2.4M +28,440 +38%
BHWM
104
Bay Harbor Wealth Management
Maryland
$8.5M +$80K +947 +0.9%
HP
105
HT Partners
Connecticut
$8.22M +$181K +2,142 +2%
BI
106
Blooom Inc
Kansas
$7.99M -$75.1K -889 -0.9%
TPCW
107
TD Private Client Wealth
New York
$7.98M +$433K +5,129 +6%
BC
108
Brio Consultants
California
$7.94M -$7.21M -85,364 -47%
Citigroup
109
Citigroup
New York
$7.94M -$344K -4,079 -4%
EWM
110
Echo Wealth Management
Minnesota
$7.62M +$596K +7,056 +8%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$7.55M +$602K +7,126 +8%
SIA
112
Sovereign Investment Advisors
Arizona
$7.47M +$19.8K +234 +0.3%
FAIM
113
Financial Advocates Investment Management
Washington
$7.44M +$240K +2,842 +3%
BRWA
114
B. Riley Wealth Advisors
Florida
$7.36M +$545K +6,453 +8%
CA
115
Continuum Advisory
Idaho
$7.16M +$265K +3,140 +4%
OMC
116
Old Mission Capital
Illinois
$7.06M +$5.48M +64,875 +304%
AIP
117
Ameritas Investment Partners
Nebraska
$7.01M -$2.12M -25,083 -23%
FSWA
118
Financial Synergies Wealth Advisors
Texas
$6.94M -$18.7M -221,850 -72%
LHEI
119
Leo H. Evart Inc
California
$6.93M -$714K -8,456 -9%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$6.85M -$53.1K -629 -0.7%
CFD
121
Creative Financial Designs
Indiana
$6.84M +$372K +4,406 +6%
CFGS
122
Concourse Financial Group Securities
Alabama
$6.68M -$915K -10,831 -12%
SWA
123
Safir Wealth Advisors
New Hampshire
$6.53M -$196K -2,320 -3%
Barclays
124
Barclays
United Kingdom
$6.41M +$344K +4,071 +5%
SA
125
SWM Advisors
Florida
$6.39M -$4.55M -53,875 -41%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.