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Vanguard Intermediate-Term Bond ETF

639 hedge funds and large institutions have $8.09B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

3% more capital invested

Capital invested by funds: $7.89B → $8.09B (+$200M)

0% more funds holding

Funds holding: 637639 (+2)

0.11% more ownership

Funds ownership: 54.4%54.51% (+0.11%)

1% less call options, than puts

Call options by funds: $555K | Put options by funds: $563K

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

Holders
639
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
11.19%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
0.98%
New
49
Increased
286
Reduced
193
Closed
35
Calls
$555K
Puts
$563K
Net Calls
-$8K
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$3.16M +$501K +5,531 +19%
HNB
202
Huntington National Bank
Ohio
$3.1M +$44.7K +494 +7%
APA
203
American Portfolios Advisors
New York
$3.1M +$475K +5,241 +18%
AAP
204
Arax Advisory Partners
Colorado
$3.07M +$119K +1,310 +4%
SA
205
Sunesis Advisors
Kansas
$3.06M
LWM
206
Loveless Wealth Management
Montana
$3.06M +$59.8K +660 +2%
IAN
207
Integrated Advisors Network
Texas
$3.05M +$595K +6,568 +24%
C
208
Clearshares
New York
$3.02M +$74.4K +822 +2%
FHC
209
First Heartland Consultants
Missouri
$2.95M +$61.8K +682 +2%
SG
210
StoneX Group
New York
$2.94M +$317K +3,503 +12%
HIM
211
Hanlon Investment Management
New Jersey
$2.9M +$114K +1,255 +4%
FANJ
212
Financial Architects (New Jersey)
New Jersey
$2.84M +$74.2K +819 +3%
Creative Planning
213
Creative Planning
Kansas
$2.83M +$55.8K +616 +2%
GFPC
214
Global Financial Private Client
Florida
$2.83M +$148K +1,631 +5%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$2.83M -$52.2K -577 -2%
HI
216
Harbour Investments
Wisconsin
$2.82M -$203K -2,246 -7%
AAM
217
Aureus Asset Management
Massachusetts
$2.78M +$38.2K +422 +1%
V
218
Veritable
Delaware
$2.77M -$6.79K -75 -0.2%
ETS
219
ESL Trust Services
New York
$2.69M -$252K -2,780 -8%
AWM
220
Avior Wealth Management
Nebraska
$2.69M -$58.5K -646 -2%
DAS
221
Dynamic Advisor Solutions
Arizona
$2.65M +$635K +7,010 +31%
BAM
222
Baldrige Asset Management
Pennsylvania
$2.65M +$63.3K +699 +2%
BWA
223
BDO Wealth Advisors
Florida
$2.64M -$24.6K -272 -0.9%
BOH
224
Bank of Hawaii
Hawaii
$2.64M +$813K +8,976 +44%
MAP
225
Milestone Advisory Partners
North Carolina
$2.6M -$359K -3,968 -12%

BIV Hedge Fund Activity: Q3 2021 in Review

639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2021, worth a combined $8.09B — up 2.5% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BIV positions and 35 closed out — a net gain of 14 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $111M. The largest seller was Bank of America, cutting an estimated $145M.

  • 639 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2021, up from 637 in Q2 2021.
  • Funds reported $8.09B of Vanguard Intermediate-Term Bond ETF stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 49 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2021 and 35 closed out, a net change of +14 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2021 was Exchange Traded Concepts, an estimated $111M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2021 was Bank of America, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2021.