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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
BHWM
126
Bay Harbor Wealth Management
Maryland
$6.66M +$366K +3,935 +6%
Prudential Financial
127
Prudential Financial
New Jersey
$6.58M +$1.32M +14,226 +25%
SS
128
Simplicity Solutions
Minnesota
$6.55M -$1.8M -19,300 -21%
BCM
129
Brookstone Capital Management
Illinois
$6.4M -$2.13M -22,835 -25%
AIP
130
Ameritas Investment Partners
Nebraska
$6.33M +$483K +5,187 +8%
BI
131
Blooom Inc
Kansas
$6.08M +$6.11M +65,568 New
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$6.07M +$627K +6,731 +11%
Barclays
133
Barclays
United Kingdom
$6.03M
SCA
134
Snowden Capital Advisors
New York
$6.02M +$971K +10,431 +19%
BWM
135
Brickley Wealth Management
California
$5.99M +$557K +5,983 +10%
RWI
136
Red Wave Investments
Pennsylvania
$5.91M +$5.92M +63,615 New
M&T Bank
137
M&T Bank
New York
$5.89M -$403K -4,327 -6%
SWG
138
Summit Wealth Group
Vermont
$5.7M +$1.55M +16,685 +37%
WFPG
139
Waller Financial Planning Group
Ohio
$5.67M +$976K +10,482 +21%
PRWA
140
Platte River Wealth Advisors
Colorado
$5.62M -$561K -6,029 -9%
WWM
141
Wiser Wealth Management
Georgia
$5.43M +$5.45M +58,510 New
FI
142
FormulaFolio Investments
Michigan
$5.38M +$4.5M +48,322 +503%
TPCW
143
TD Private Client Wealth
New York
$5.38M +$1.22M +13,122 +29%
CCA
144
Cadent Capital Advisors
Oklahoma
$5.28M +$5.29M +56,821 New
SL
145
Systelligence LLC
Minnesota
$5.18M -$10.4M -112,060 -67%
PFS
146
Prospera Financial Services
Texas
$5.12M +$5.11M +54,879 +26,640%
FF
147
Friedenthal Financial
New Jersey
$5.05M +$660K +7,089 +15%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$5.03M -$20.3M -217,593 -80%
DC
149
Davenport & Co
Virginia
$4.91M +$1.3M +13,961 +36%
WCM
150
Washburn Capital Management
Florida
$4.79M +$720K +7,727 +18%

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.