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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
176
Capital Investment Services of America
Wisconsin
$3.79M -$4.54K -50 -0.1%
NFG
177
Next Financial Group
Texas
$3.74M -$48.1K -530 -1%
PAS
178
Park Avenue Securities
New York
$3.72M +$945K +10,407 +33%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$3.7M +$957K +10,542 +34%
Mercer Global Advisors
180
Mercer Global Advisors
Colorado
$3.68M +$327K +3,601 +10%
CJA
181
C-J Advisory
California
$3.66M +$259K +2,849 +7%
HL
182
HeadInvest LLC
Maine
$3.65M -$18.2K -200 -0.5%
APC
183
Aspire Private Capital
North Carolina
$3.57M +$831K +9,146 +29%
ONB
184
Old National Bancorp
Indiana
$3.5M -$16.6K -183 -0.5%
SAM
185
SignalPoint Asset Management
Missouri
$3.43M -$245K -2,697 -7%
GWM
186
Geneos Wealth Management
Colorado
$3.41M +$58.1K +640 +2%
WCM
187
Washburn Capital Management
Florida
$3.38M -$1.23M -13,525 -26%
WS
188
Wedbush Securities
California
$3.24M +$2.89M +31,813 +675%
MIM
189
Moseley Investment Management
Florida
$3.24M +$508K +5,590 +18%
NL
190
NWAM LLC
Washington
$3.24M +$1.49M +16,399 +82%
HIIFS
191
Harel Insurance Investments & Financial Services
Israel
$3.19M
SFA
192
Semmax Financial Advisors
North Carolina
$3.12M +$528K +5,817 +20%
SA
193
Sunesis Advisors
Kansas
$3.04M
LWM
194
Loveless Wealth Management
Montana
$3.01M +$198K +2,180 +7%
NA
195
NewEdge Advisors
Louisiana
$3.01M +$847K +9,325 +38%
FHC
196
First Horizon Corporation
Tennessee
$2.97M +$462K +5,087 +18%
SIA
197
Strategic Investment Advisors
Michigan
$2.96M +$548K +6,029 +22%
GWCM
198
Godshalk Welsh Capital Management
Pennsylvania
$2.95M +$27.5M +303,015 +1,001%
SPIA
199
Steward Partners Investment Advisory
New York
$2.95M +$492K +5,414 +19%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$2.94M +$87.2K +960 +3%

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.