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Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWMCB
176
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.6M +$24.6K +291 +0.7%
SIA
177
Strategic Investment Advisors
Michigan
$3.57M +$348K +4,124 +10%
SF
178
Synovus Financial
Georgia
$3.56M -$510K -6,045 -12%
SFA
179
Semmax Financial Advisors
North Carolina
$3.53M +$943K +11,165 +35%
VFA
180
Voya Financial Advisors
Connecticut
$3.52M +$721K +8,540 +25%
SOAG
181
Silver Oak Advisory Group
Oregon
$3.5M +$794K +9,404 +28%
SFPM
182
Sensible Financial Planning & Management
Massachusetts
$3.48M -$20.1M -237,937 -85%
APA
183
American Portfolios Advisors
New York
$3.48M -$987K -11,686 -22%
SMG
184
Smart Money Group
Texas
$3.47M +$2.17M +25,717 +154%
WCWM
185
Willow Creek Wealth Management
California
$3.47M -$170K -2,017 -5%
DFC
186
DBK Financial Counsel
Ohio
$3.46M -$477K -5,652 -12%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$3.45M +$1.83M +21,717 +106%
SFG
188
SNS Financial Group
Minnesota
$3.44M +$1.61M +19,041 +83%
WLIM
189
White Lighthouse Investment Management
Massachusetts
$3.44M -$270K -3,196 -7%
KWM
190
Kingsview Wealth Management
Oregon
$3.43M -$67.3K -797 -2%
PAS
191
Park Avenue Securities
New York
$3.43M +$164K +1,946 +5%
CISOA
192
Capital Investment Services of America
Wisconsin
$3.42M
SC
193
Schiavi & Co
Delaware
$3.4M +$1.33M +15,761 +61%
ACM
194
AlphaStar Capital Management
North Carolina
$3.32M -$123K -1,459 -3%
WFA
195
Websterrogers Financial Advisors
South Carolina
$3.3M +$3.43M +40,586 New
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$3.28M -$334K -3,956 -9%
DC
197
Davenport & Co
Virginia
$3.23M -$5.24M -62,041 -61%
SAM
198
SignalPoint Asset Management
Missouri
$3.21M +$88.5K +1,048 +3%
SW
199
SVB Wealth
Massachusetts
$3.19M -$248K -2,932 -7%
PIFP
200
Partners in Financial Planning
Virginia
$3.19M -$76.9K -911 -2%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.