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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
NFG
176
Next Financial Group
Texas
$4.06M +$109K +1,207 +3%
ECA
177
Elevated Capital Advisors
Utah
$4.04M +$4.1M +45,228 New
EWMCB
178
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.93M +$858K +9,476 +28%
IA
179
IFP Advisors
Florida
$3.89M +$294K +3,248 +8%
HHRDM
180
H&H Retirement Design & Management
Nevada
$3.88M -$11.8K -130 -0.3%
RWA
181
Redhawk Wealth Advisors
Minnesota
$3.83M +$3.88M +42,845 New
SAM
182
SignalPoint Asset Management
Missouri
$3.74M +$229K +2,524 +6%
PIFP
183
Partners in Financial Planning
Virginia
$3.73M +$146K +1,609 +4%
SW
184
SVB Wealth
Massachusetts
$3.72M -$159K -1,755 -4%
FTUS
185
Flow Traders U.S.
New York
$3.69M +$3.4M +37,574 +1,032%
EWA
186
EP Wealth Advisors
California
$3.62M -$66.4K -733 -2%
CISOA
187
Capital Investment Services of America
Wisconsin
$3.62M -$183K -2,025 -5%
MIM
188
Moseley Investment Management
Florida
$3.55M +$160K +1,763 +5%
ONB
189
Old National Bancorp
Indiana
$3.52M -$9.05K -100 -0.3%
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$3.51M +$495K +5,468 +16%
PAS
191
Park Avenue Securities
New York
$3.49M +$83.9K +926 +2%
Cerity Partners
192
Cerity Partners
New York
$3.48M +$1.02M +11,279 +41%
Bessemer Group
193
Bessemer Group
New Jersey
$3.48M +$795K +8,780 +29%
HL
194
HeadInvest LLC
Maine
$3.44M -$206K -2,270 -6%
SIA
195
Strategic Investment Advisors
Michigan
$3.41M +$114K +1,256 +3%
NA
196
NewEdge Advisors
Louisiana
$3.34M +$160K +1,767 +5%
Deutsche Bank
197
Deutsche Bank
Germany
$3.29M -$743K -8,203 -18%
TI
198
Truepoint Inc
Ohio
$3.28M +$265K +2,922 +9%
SFA
199
Semmax Financial Advisors
North Carolina
$3.25M -$191K -2,108 -5%
LFG
200
Larson Financial Group
Missouri
$3.24M +$545K +6,018 +20%

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.