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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$5.38M +$1.4M +15,503 +35%
M&T Bank
152
M&T Bank
New York
$5.31M -$339K -3,741 -6%
BAM
153
Belpointe Asset Management
Nevada
$5.25M -$66.9K -739 -1%
MCM
154
Mattern Capital Management
Colorado
$5.21M +$30.2K +334 +0.6%
PRWA
155
Platte River Wealth Advisors
Colorado
$5.2M -$15.4K -170 -0.3%
FHA
156
First Horizon Advisors
Tennessee
$5.11M +$3.07M +33,918 +146%
WCWM
157
Willow Creek Wealth Management
California
$4.87M +$77K +850 +2%
SFS
158
Sowell Financial Services
Arkansas
$4.86M -$183K -2,020 -4%
WS
159
Wedbush Securities
California
$4.72M -$44.4K -490 -0.9%
FA
160
Fermata Advisors
California
$4.69M +$2.98M +32,946 +169%
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$4.68M +$299K +3,303 +7%
EBT
162
Enterprise Bank & Trust
Massachusetts
$4.61M -$1.2M -13,237 -20%
PMA
163
Prudent Man Advisors
Illinois
$4.51M -$58.9K -650 -1%
GWCM
164
Godshalk Welsh Capital Management
Pennsylvania
$4.5M +$677K +7,479 +17%
SF
165
Synovus Financial
Georgia
$4.45M +$401K +4,428 +10%
APC
166
Aspire Private Capital
North Carolina
$4.44M -$88.9K -982 -2%
MA
167
MBA Advisors
Pennsylvania
$4.42M +$591K +6,524 +15%
EGA
168
Eagle Global Advisors
Texas
$4.41M -$19K -210 -0.4%
SW
169
StrongBox Wealth
Missouri
$4.39M +$448K +4,951 +11%
Goldman Sachs
170
Goldman Sachs
New York
$4.37M -$9.36M -103,418 -68%
FLI
171
Family Legacy Inc
South Carolina
$4.34M +$67K +740 +2%
KWM
172
Kingsview Wealth Management
Oregon
$4.31M +$1.28M +14,126 +41%
WLIM
173
White Lighthouse Investment Management
Massachusetts
$4.27M -$50.7K -560 -1%
CJA
174
C-J Advisory
California
$4.18M +$281K +3,106 +7%
NL
175
NWAM LLC
Washington
$4.16M +$127K +1,401 +3%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.