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Vanguard Intermediate-Term Bond ETF

637 hedge funds and large institutions have $7.89B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 299 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 176

47% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 43

2% more funds holding

Funds holding: 626637 (+11)

2% more capital invested

Capital invested by funds: $7.74B → $7.89B (+$149M)

0.74% less ownership

Funds ownership: 55.14%54.4% (-0.74%)

13% less funds holding in top 10

Funds holding in top 10: 6758 (-9)

Holders
637
Holders Change
+11
Holders Change %
+1.76%
% of All Funds
11.09%
Holding in Top 10
58
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-13.43%
% of All Funds
1.01%
New
63
Increased
299
Reduced
176
Closed
43
Calls
$621K
Puts
Net Calls
+$621K
Net Calls Change
-$837K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Loveless Wealth Management
Montana
$3.02M -$37.1K -415 -1%
MAP
202
Milestone Advisory Partners
North Carolina
$2.97M -$14.3M -160,245 -83%
AAP
203
Arax Advisory Partners
Colorado
$2.97M +$2.95M +33,040 New
C
204
Clearshares
New York
$2.96M +$36.7K +411 +1%
ETS
205
ESL Trust Services
New York
$2.96M +$270K +3,025 +10%
FHC
206
First Heartland Consultants
Missouri
$2.91M +$136K +1,522 +5%
PCA
207
Pallas Capital Advisors
Massachusetts
$2.9M +$2.84M +31,830 New
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$2.89M -$51.4K -575 -2%
FHC
209
First Horizon Corporation
Tennessee
$2.89M -$124K -1,386 -4%
HIM
210
Hanlon Investment Management
New Jersey
$2.8M +$202K +2,261 +8%
V
211
Veritable
Delaware
$2.79M
Creative Planning
212
Creative Planning
Kansas
$2.79M -$181K -2,024 -6%
FANJ
213
Financial Architects (New Jersey)
New Jersey
$2.78M +$97.4K +1,090 +4%
AWM
214
Avior Wealth Management
Nebraska
$2.77M +$104K +1,162 +4%
AAM
215
Aureus Asset Management
Massachusetts
$2.76M +$65.1K +729 +2%
LFG
216
Larson Financial Group
Missouri
$2.72M +$933K +10,442 +53%
Bessemer Group
217
Bessemer Group
New Jersey
$2.71M +$683K +7,650 +34%
GFPC
218
Global Financial Private Client
Florida
$2.69M -$1.07K -12 -0%
SPIA
219
Steward Partners Investment Advisory
New York
$2.68M -$308K -3,451 -10%
BWA
220
BDO Wealth Advisors
Florida
$2.68M -$1.25K -14 -0%
SG
221
StoneX Group
New York
$2.65M +$39.1K +438 +2%
APA
222
American Portfolios Advisors
New York
$2.64M +$1.21M +13,576 +86%
ABC
223
Associated Banc-Corp
Wisconsin
$2.62M +$1.72M +19,288 +197%
BAM
224
Baldrige Asset Management
Pennsylvania
$2.6M +$34.7K +388 +1%
KFS
225
Kelly Financial Services
Massachusetts
$2.58M +$20.8M +232,568 New

BIV Hedge Fund Activity: Q2 2021 in Review

637 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2021, worth a combined $7.89B — up 1.9% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new BIV positions and 43 closed out — a net gain of 20 holders — while 299 added to existing stakes and 176 trimmed.

The largest buyer was Lincoln National Corp, adding an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $131M.

  • 637 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2021, up from 626 in Q1 2021.
  • Funds reported $7.89B of Vanguard Intermediate-Term Bond ETF stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 63 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2021 and 43 closed out, a net change of +20 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2021 was Lincoln National Corp, an estimated $133M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2021.