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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Trilogy Capital
California
$7.01M +$6.44M +72,113 +1,327%
DE
127
Day & Ennis
Georgia
$7M +$108K +1,208 +2%
PMAS
128
PNC Managed Account Solutions
Texas
$6.92M +$6.88M +76,983 New
BRWA
129
B. Riley Wealth Advisors
Florida
$6.92M +$558K +6,246 +9%
TPCW
130
TD Private Client Wealth
New York
$6.91M +$1.31M +14,703 +24%
Barclays
131
Barclays
United Kingdom
$6.67M -$45.1M -505,272 -87%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$6.6M
SPC
133
Sigma Planning Corp
Michigan
$6.46M +$602K +6,741 +10%
SCA
134
Snowden Capital Advisors
New York
$6.44M +$181K +2,024 +3%
WF
135
Welch & Forbes
Massachusetts
$6.39M +$93.8K +1,050 +2%
RWI
136
Red Wave Investments
Pennsylvania
$6.32M +$215K +2,410 +4%
BWM
137
Brickley Wealth Management
California
$6.27M +$335K +3,753 +6%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$6.21M +$288K +3,225 +5%
NL
139
NEPC LLC
Massachusetts
$6.11M
PPW
140
Pasadena Private Wealth
California
$6.04M +$6M +67,155 New
Natixis Advisors
141
Natixis Advisors
Massachusetts
$5.96M +$755K +8,453 +15%
SWM
142
SigFig Wealth Management
California
$5.83M +$590K +6,611 +11%
EBT
143
Enterprise Bank & Trust
Massachusetts
$5.83M -$4.14M -46,391 -42%
PFS
144
Prospera Financial Services
Texas
$5.82M +$179K +2,004 +3%
CA
145
Cetera Advisors
Colorado
$5.81M +$692K +7,753 +14%
PWS
146
Private Wealth Strategies
Ohio
$5.74M +$183K +2,050 +3%
WFPG
147
Waller Financial Planning Group
Ohio
$5.73M -$52.6K -589 -0.9%
M&T Bank
148
M&T Bank
New York
$5.68M -$621K -6,948 -10%
SAMC
149
Spectrum Asset Management (California)
California
$5.6M -$1.94M -21,675 -26%
BAM
150
Belpointe Asset Management
Nevada
$5.34M +$4M +44,831 +308%

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.