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Vanguard Intermediate-Term Bond ETF

648 hedge funds and large institutions have $8.85B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 282 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 28

92% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 147

16% more funds holding

Funds holding: 560648 (+88)

10% more funds holding in top 10

Funds holding in top 10: 6369 (+6)

2% more capital invested

Capital invested by funds: $8.65B → $8.85B (+$203M)

1.07% less ownership

Funds ownership: 58.45%57.38% (-1.1%)

78% less call options, than puts

Call options by funds: $1.42M | Put options by funds: $6.55M

Holders
648
Holders Change
+88
Holders Change %
+15.71%
% of All Funds
11.47%
Holding in Top 10
69
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.52%
% of All Funds
1.22%
New
126
Increased
282
Reduced
147
Closed
28
Calls
$1.42M
Puts
$6.55M
Net Calls
-$5.13M
Net Calls Change
-$6.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
201
Semmax Financial Advisors
North Carolina
$2.72M +$352K +3,778 +15%
BWA
202
Beam Wealth Advisors
Louisiana
$2.71M +$60.8K +653 +2%
ABC
203
Associated Banc-Corp
Wisconsin
$2.69M -$9.31K -100 -0.3%
EWMCB
204
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.69M +$136K +1,455 +5%
ETS
205
ESL Trust Services
New York
$2.69M -$68.9K -740 -2%
KWM
206
Kingsview Wealth Management
Oregon
$2.68M +$1.83M +19,619 +212%
FHC
207
First Horizon Corporation
Tennessee
$2.64M -$23.3K -250 -0.9%
GFPC
208
Global Financial Private Client
Florida
$2.61M +$6.43K +69 +0.2%
AAM
209
Aureus Asset Management
Massachusetts
$2.61M -$300K -3,222 -10%
SG
210
StoneX Group
New York
$2.59M +$1.09M +11,682 +72%
SPIA
211
Steward Partners Investment Advisory
New York
$2.58M +$502K +5,395 +24%
SLWA
212
San Luis Wealth Advisors
California
$2.58M +$2.59M +27,825 New
FHC
213
First Heartland Consultants
Missouri
$2.57M +$109K +1,172 +4%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$2.56M +$986K +10,584 +62%
PCG
215
Private Capital Group
Connecticut
$2.55M +$150K +1,612 +6%
SIA
216
Strategic Investment Advisors
Michigan
$2.54M +$210K +2,258 +9%
BAM
217
Baldrige Asset Management
Pennsylvania
$2.47M -$431K -4,628 -15%
CFAM
218
Center For Asset Management
Florida
$2.46M +$2.46M +26,460 New
AAP
219
Arax Advisory Partners
Colorado
$2.4M +$149K +1,597 +7%
BWM
220
BerganKDV Wealth Management
Minnesota
$2.34M +$39K +419 +2%
EPWM
221
Essex Private Wealth Management
Massachusetts
$2.33M +$184K +1,973 +9%
MA
222
Mutual Advisors
Nebraska
$2.33M -$52.8K -567 -2%
FA
223
Fagan Associates
New York
$2.31M -$31.7K -340 -1%
CRWM
224
Castle Rock Wealth Management
California
$2.29M +$127K +1,368 +6%
NA
225
NewEdge Advisors
Louisiana
$2.29M +$138K +1,482 +6%

BIV Hedge Fund Activity: Q4 2020 in Review

648 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2020, worth a combined $8.85B — up 2.3% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new BIV positions and 28 closed out — a net gain of 98 holders — while 282 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $78.2M. The largest seller was Wells Fargo, cutting an estimated $107M.

  • 648 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2020, up from 560 in Q3 2020.
  • Funds reported $8.85B of Vanguard Intermediate-Term Bond ETF stock for Q4 2020, up 2.3% quarter-over-quarter.
  • 126 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2020 and 28 closed out, a net change of +98 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $78.2M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2020 was Wells Fargo, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2020.