Vanguard Intermediate-Term Bond ETF
721 hedge funds and large institutions have $9.63B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 310 increasing their positions, 246 reducing their positions, and 70 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 246
11% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 70
3% more funds holding in top 10
Funds holding in top 10: 71 → 73 (+2)
0% more capital invested
Capital invested by funds: $9.58B → $9.63B (+$44.4M)
0.3% more ownership
Funds ownership: 62.86% → 63.16% (+0.3%)
0% less funds holding
Funds holding: 724 → 721 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$78.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$69.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$54.9M |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$54.7M |
| 5 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$250M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$102M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$61.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$32.7M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$26.9M |
BIV Hedge Fund Activity: Q3 2023 in Review
721 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2023, worth a combined $9.63B — up 0.46% from $9.58B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BIV positions and 70 closed out — a net gain of 8 holders — while 310 added to existing stakes and 246 trimmed.
The largest buyer was Comerica Bank, opening a new position worth an estimated $78.7M. The largest seller was Envestnet Asset Management, cutting an estimated $250M.
- 721 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2023, down from 724 in Q2 2023.
- Funds reported $9.63B of Vanguard Intermediate-Term Bond ETF stock for Q3 2023, up 0.46% quarter-over-quarter.
- 78 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2023 and 70 closed out, a net change of +8 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2023 was Comerica Bank, an estimated $78.7M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $250M sold.
Based on aggregated 13F filings for Q3 2023.