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Vanguard Intermediate-Term Bond ETF

626 hedge funds and large institutions have $7.74B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 298 increasing their positions, 188 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 188

2.24% less ownership

Funds ownership: 57.38%55.14% (-2.2%)

3% less funds holding in top 10

Funds holding in top 10: 6967 (-2)

3% less funds holding

Funds holding: 648626 (-22)

13% less capital invested

Capital invested by funds: $8.85B → $7.74B (-$1.11B)

26% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 65

Holders
626
Holders Change
-22
Holders Change %
-3.4%
% of All Funds
10.99%
Holding in Top 10
67
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.9%
% of All Funds
1.18%
New
48
Increased
298
Reduced
188
Closed
65
Calls
$1.46M
Puts
Net Calls
+$1.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$2.93M -$368K -4,049 -11%
KWM
202
Kingsview Wealth Management
Oregon
$2.91M +$359K +3,951 +14%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$2.9M -$64.8K -714 -2%
C
204
Clearshares
New York
$2.89M +$2.96M +32,540 New
ACM
205
AlphaStar Capital Management
North Carolina
$2.87M +$704K +7,757 +32%
LNC
206
Lincoln National Corp
Pennsylvania
$2.83M -$188K -2,069 -6%
TI
207
tru Independence
Oregon
$2.82M -$9.39M -103,444 -77%
EWMCB
208
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.77M +$209K +2,303 +8%
V
209
Veritable
Delaware
$2.75M +$61.5K +677 +2%
FHC
210
First Heartland Consultants
Missouri
$2.73M +$283K +3,118 +11%
AAM
211
Aureus Asset Management
Massachusetts
$2.65M +$166K +1,823 +6%
ETS
212
ESL Trust Services
New York
$2.65M +$86.7K +955 +3%
GFPC
213
Global Financial Private Client
Florida
$2.65M +$164K +1,806 +6%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$2.65M +$210K +2,309 +8%
BWA
215
BDO Wealth Advisors
Florida
$2.64M -$727 -8 -0%
AWM
216
Avior Wealth Management
Nebraska
$2.63M +$602K +6,629 +29%
IWA
217
IBEX Wealth Advisors
New Jersey
$2.58M +$1.21M +13,273 +84%
SG
218
StoneX Group
New York
$2.57M +$102K +1,120 +4%
HIM
219
Hanlon Investment Management
New Jersey
$2.56M +$439K +4,838 +20%
BAM
220
Baldrige Asset Management
Pennsylvania
$2.53M +$172K +1,895 +7%
IA
221
IFP Advisors
Florida
$2.52M +$1.39M +15,289 +117%
CFAM
222
Center For Asset Management
Florida
$2.37M +$26.4K +291 +1%
WS
223
Wela Strategies
Georgia
$2.33M -$1.24M -13,604 -34%
GL
224
Graypoint LLC
New York
$2.29M -$713K -7,846 -23%
FA
225
Fagan Associates
New York
$2.19M -$18.9K -208 -0.8%

BIV Hedge Fund Activity: Q1 2021 in Review

626 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.74B — down 13% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 188 trimmed existing stakes and 298 added.

The largest buyer was Envestnet Asset Management, adding an estimated $106M. The largest seller was Bank of America, cutting an estimated $536M.

  • 626 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2021, down from 648 in Q4 2020.
  • Funds reported $7.74B of Vanguard Intermediate-Term Bond ETF stock for Q1 2021, down 13% quarter-over-quarter.
  • 48 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2021 and 65 closed out, a net change of -17 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $106M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2021 was Bank of America, an estimated $536M sold.

Based on aggregated 13F filings for Q1 2021.