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Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$8.11M +$4.88M +62,240 +148%
SWM
102
SigFig Wealth Management
California
$8.1M -$293K -3,742 -4%
Citigroup
103
Citigroup
New York
$7.84M +$316K +4,032 +4%
PFM
104
Phillips Financial Management
Indiana
$7.67M -$2.45M -31,263 -24%
SIA
105
Sovereign Investment Advisors
Arizona
$7.12M +$33.6K +429 +0.5%
CA
106
Continuum Advisory
Idaho
$7.02M -$60.6K -773 -0.8%
Barclays
107
Barclays
United Kingdom
$7.02M +$953K +12,155 +16%
BRWA
108
B. Riley Wealth Advisors
Florida
$6.94M -$34.7K -443 -0.5%
Financial Engines Advisors
109
Financial Engines Advisors
California
$6.84M +$3.2M +40,777 +86%
AIP
110
Ameritas Investment Partners
Nebraska
$6.82M +$179K +2,281 +3%
FAIM
111
Financial Advocates Investment Management
Washington
$6.8M -$252K -3,216 -4%
BI
112
Blooom Inc
Kansas
$6.73M -$862K -10,997 -11%
MG
113
Mather Group
Illinois
$6.51M +$2.93M +37,364 +80%
LHEI
114
Leo H. Evart Inc
California
$6.45M -$118K -1,501 -2%
BHWM
115
Bay Harbor Wealth Management
Maryland
$6.1M -$1.97M -25,175 -24%
SWA
116
Safir Wealth Advisors
New Hampshire
$6.1M -$91.4K -1,165 -1%
CTB
117
Country Trust Bank
Illinois
$6.01M
M&T Bank
118
M&T Bank
New York
$5.99M +$2.75M +35,103 +73%
FA
119
Fortis Advisors
Pennsylvania
$5.97M -$6.53M -83,250 -32%
CSPIA
120
Cary Street Partners Investment Advisory
Virginia
$5.97M -$528K -6,732 -8%
IA
121
IFP Advisors
Florida
$5.93M
SA
122
SWM Advisors
Florida
$5.89M -$169K -2,159 -3%
SPC
123
Sigma Planning Corp
Michigan
$5.88M +$460K +5,864 +8%
CWM
124
Cornerstone Wealth Management
Missouri
$5.8M +$8K +102 +0.1%
DE
125
Day & Ennis
Georgia
$5.76M -$190K -2,418 -3%

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.