Vanguard Intermediate-Term Bond ETF
626 hedge funds and large institutions have $7.75B 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, 187 reducing their positions, and 65 closing their positions.
59% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 187
2.25% less ownership
Funds ownership: 57.44% → 55.19% (-2.3%)
3% less funds holding in top 10
Funds holding in top 10: 70 → 68 (-2)
4% less funds holding
Funds holding: 649 → 626 (-23)
13% less capital invested
Capital invested by funds: $8.86B → $7.75B (-$1.11B)
26% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$106M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$58.3M |
| 3 |
Barclays
London,
United Kingdom
|
+$46.7M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$33.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$536M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$445M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$122M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$95.4M |
| 5 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$53.6M |
BIV Hedge Fund Activity: Q1 2021 in Review
626 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2021, worth a combined $7.75B — down 13% from $8.86B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of BIV and 48 opened new positions — a net loss of 17 holders — while 187 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 649 in Q4 2020.
- Funds reported $7.75B 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.