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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
Bank of America
1
Bank of America
North Carolina
$1.37B +$31.3M +336,172 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.17B +$78.2M +839,618 +7%
Wells Fargo
3
Wells Fargo
California
$722M -$107M -1,153,705 -13%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$639M +$38.7M +415,421 +6%
Morgan Stanley
5
Morgan Stanley
New York
$233M +$13.7M +147,140 +6%
LPL Financial
6
LPL Financial
California
$216M +$11.9M +127,910 +6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$209M +$15.5M +166,618 +8%
Osaic Holdings
8
Osaic Holdings
Arizona
$199M +$7.88M +84,620 +4%
Ameriprise
9
Ameriprise
Minnesota
$161M -$26.4M -283,899 -14%
US Bancorp
10
US Bancorp
Minnesota
$145M +$6.49M +69,686 +5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$136M +$24.8M +266,116 +22%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$136M +$11.1M +118,747 +9%
DDSF
13
Diana Davis Spencer Foundation
Maryland
$132M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$127M -$54.1M -581,213 -30%
BCMIO
15
Beacon Capital Management Inc (Ohio)
Ohio
$118M -$42.7M -458,863 -26%
Citadel Advisors
16
Citadel Advisors
Florida
$116M +$75.4M +809,351 +183%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$87.1M +$5.92M +63,583 +7%
UBS Group
18
UBS Group
Switzerland
$85.5M -$6.41M -68,851 -7%
SI
19
Stephens Inc
Arkansas
$80.1M +$557K +5,982 +0.7%
BSW
20
Buckingham Strategic Wealth
Missouri
$75.8M +$28.6M +306,975 +60%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$73.8M +$2.29M +24,616 +3%
Comerica Bank
22
Comerica Bank
Texas
$60.6M +$8.37M +89,911 +16%
SHGA
23
Sand Hill Global Advisors
California
$58.5M +$859K +9,225 +1%
Truist Financial
24
Truist Financial
North Carolina
$57.8M +$2.99M +32,143 +5%
PAG
25
Private Advisor Group
New Jersey
$51.9M +$20.3M +217,640 +64%

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.