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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
TPCW
126
TD Private Client Wealth
New York
$5.72M -$1.86M -23,750 -24%
MPWT
127
MassMutual Private Wealth & Trust
Connecticut
$5.69M +$714K +9,110 +14%
WF
128
Welch & Forbes
Massachusetts
$5.68M +$2.98K +38 +0.1%
CFGS
129
Concourse Financial Group Securities
Alabama
$5.64M -$694K -8,855 -11%
MA
130
MBA Advisors
Pennsylvania
$5.38M +$1.16M +14,737 +27%
NA
131
NewEdge Advisors
Louisiana
$5.36M +$143K +1,818 +3%
PWS
132
Private Wealth Strategies
Ohio
$5.35M +$92.5K +1,179 +2%
RWI
133
Red Wave Investments
Pennsylvania
$5.23M -$67.4K -860 -1%
TFP
134
TrueWealth Financial Partners
Washington
$5.2M +$252K +3,208 +5%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$5.19M -$128K -1,631 -2%
CWM
136
Cahill Wealth Management
Michigan
$5.12M -$89.9K -1,147 -2%
PRWA
137
Platte River Wealth Advisors
Colorado
$5.06M +$1.49M +19,020 +41%
Renaissance Technologies
138
Renaissance Technologies
New York
$5.05M +$5.1M +65,005 New
BC
139
Burleson & Co
California
$5.01M +$499K +6,366 +11%
FHA
140
First Horizon Advisors
Tennessee
$4.71M +$1.86M +23,720 +64%
LFG
141
Larson Financial Group
Missouri
$4.7M +$390K +4,970 +9%
SSC
142
Syverson Strege & Co
Iowa
$4.57M +$4.61M +58,831 New
PS
143
Portfolio Solutions
Michigan
$4.55M +$4.1M +52,332 +841%
NL
144
NWAM LLC
Washington
$4.43M +$40.5K +516 +0.9%
Mackenzie Financial
145
Mackenzie Financial
Ontario, Canada
$4.38M +$1.29M +16,400 +41%
William Blair & Company
146
William Blair & Company
Illinois
$4.35M +$24.5K +313 +0.6%
EA
147
Evolution Advisers
Virginia
$4.35M +$7.53K +96 +0.2%
SB
148
Sunflower Bank
Texas
$4.26M -$772K -9,840 -15%
CA
149
Cetera Advisors
Colorado
$4.26M -$689K -8,791 -14%
SFG
150
SNS Financial Group
Minnesota
$4.23M +$973K +12,404 +30%

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.