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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
GWCM
176
Godshalk Welsh Capital Management
Pennsylvania
$3.9M -$25.9M -290,421 -87%
SW
177
SVB Wealth
Massachusetts
$3.9M +$27.2K +305 +0.7%
CISOA
178
Capital Investment Services of America
Wisconsin
$3.82M -$23.7K -265 -0.6%
EWA
179
EP Wealth Advisors
California
$3.71M +$1.87M +20,885 +103%
HL
180
HeadInvest LLC
Maine
$3.67M -$26.8K -300 -0.7%
PIFP
181
Partners in Financial Planning
Virginia
$3.61M +$3.58M +40,085 New
GWM
182
Geneos Wealth Management
Colorado
$3.6M +$159K +1,783 +5%
CCA
183
Cadent Capital Advisors
Oklahoma
$3.6M -$285K -3,187 -7%
ONB
184
Old National Bancorp
Indiana
$3.55M
IA
185
IFP Advisors
Florida
$3.55M +$996K +11,151 +39%
SAM
186
SignalPoint Asset Management
Missouri
$3.54M +$58K +649 +2%
SFA
187
Semmax Financial Advisors
North Carolina
$3.46M +$298K +3,334 +9%
PAS
188
Park Avenue Securities
New York
$3.42M -$342K -3,828 -9%
MIM
189
Moseley Investment Management
Florida
$3.4M +$115K +1,285 +4%
SIA
190
Strategic Investment Advisors
Michigan
$3.32M +$312K +3,490 +10%
ACM
191
AlphaStar Capital Management
North Carolina
$3.31M +$393K +4,399 +14%
HNB
192
Huntington National Bank
Ohio
$3.2M +$622K +6,961 New
NA
193
NewEdge Advisors
Louisiana
$3.2M +$146K +1,637 +5%
HIIFS
194
Harel Insurance Investments & Financial Services
Israel
$3.19M -$38.4K -430 -1%
EWMCB
195
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.1M +$281K +3,141 +10%
SA
196
Sunesis Advisors
Kansas
$3.08M
KWM
197
Kingsview Wealth Management
Oregon
$3.06M +$110K +1,236 +4%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$3.04M +$58.4K +654 +2%
TI
199
Truepoint Inc
Ohio
$3.04M +$3.02M +33,768 New
HI
200
Harbour Investments
Wisconsin
$3.04M -$23.2M -259,738 -89%

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.