We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

673 hedge funds and large institutions have $6.94B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 216 increasing their positions, 305 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $396K | Put options by funds: $334K

1.04% more ownership

Funds ownership: 56.25%57.29% (+1%)

6% less funds holding

Funds holding: 714673 (-41)

7% less capital invested

Capital invested by funds: $7.46B → $6.94B (-$521M)

8% less funds holding in top 10

Funds holding in top 10: 5954 (-5)

29% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 305

37% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 94

Holders
673
Holders Change
-41
Holders Change %
-5.74%
% of All Funds
11.34%
Holding in Top 10
54
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.47%
% of All Funds
0.91%
New
59
Increased
216
Reduced
305
Closed
94
Calls
$396K
Puts
$334K
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
176
SVB Wealth
Massachusetts
$3.26M +$237K +3,027 +8%
APA
177
American Portfolios Advisors
New York
$3.24M -$60.7K -774 -2%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$3.22M -$272K -3,473 -8%
BWM
179
BerganKDV Wealth Management
Minnesota
$3.21M +$841K +10,725 +35%
SF
180
Synovus Financial
Georgia
$3.21M -$165K -2,103 -5%
SG
181
StoneX Group
New York
$3.2M +$329K +4,194 +11%
PIFP
182
Partners in Financial Planning
Virginia
$3.12M +$29.4K +375 +0.9%
SAM
183
SignalPoint Asset Management
Missouri
$3.11M +$68.6K +875 +2%
PFBT
184
Parkside Financial Bank & Trust
Missouri
$3.08M +$1.3M +16,547 +71%
AAP
185
Arax Advisory Partners
Colorado
$3.08M +$104K +1,325 +3%
DFC
186
DBK Financial Counsel
Ohio
$3.05M -$234K -2,982 -7%
CISOA
187
Capital Investment Services of America
Wisconsin
$2.98M -$52.9K -675 -2%
ACM
188
AlphaStar Capital Management
North Carolina
$2.93M -$222K -2,836 -7%
WFPG
189
Waller Financial Planning Group
Ohio
$2.89M -$1.53M -19,564 -34%
TI
190
Truepoint Inc
Ohio
$2.89M -$16.8K -214 -0.6%
SFG
191
Sovereign Financial Group
Connecticut
$2.87M +$543K +6,919 +23%
GWMIA
192
Global Wealth Management Investment Advisory
Florida
$2.83M -$143K -1,825 -5%
GSWM
193
Greenup Street Wealth Management
Michigan
$2.82M +$1.02M +13,034 +56%
PFA
194
Professional Financial Advisors
Nebraska
$2.78M -$2.1M -26,762 -43%
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$2.75M
SA
196
Sunesis Advisors
Kansas
$2.75M +$89.6K +1,143 +3%
AAS
197
Avantax Advisory Services
Texas
$2.73M -$1.13M -14,471 -29%
RIM
198
Reynolds Investment Management
South Carolina
$2.67M -$986K -12,580 -27%
CAPTRUST Financial Advisors
199
CAPTRUST Financial Advisors
North Carolina
$2.67M +$498K +6,354 +23%
HNB
200
Huntington National Bank
Ohio
$2.59M

BIV Hedge Fund Activity: Q2 2022 in Review

673 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2022, worth a combined $6.94B — down 7% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of BIV and 59 opened new positions — a net loss of 35 holders — while 305 trimmed existing stakes and 216 added.

The largest buyer was Merit Financial Group, opening a new position worth an estimated $50.2M. The largest seller was Wells Fargo, cutting an estimated $57.1M.

  • 673 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2022, down from 714 in Q1 2022.
  • Funds reported $6.94B of Vanguard Intermediate-Term Bond ETF stock for Q2 2022, down 7% quarter-over-quarter.
  • 59 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2022 and 94 closed out, a net change of -35 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2022 was Merit Financial Group, an estimated $50.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2022 was Wells Fargo, an estimated $57.1M sold.

Based on aggregated 13F filings for Q2 2022.