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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B +$56.5M +632,314 +5%
Bank of America
2
Bank of America
North Carolina
$769M -$30M -336,216 -4%
Wells Fargo
3
Wells Fargo
California
$549M -$29.7M -332,123 -5%
LPL Financial
4
LPL Financial
California
$255M +$17.9M +200,614 +8%
Morgan Stanley
5
Morgan Stanley
New York
$251M +$28M +313,651 +13%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$236M +$13.5M +151,436 +6%
Osaic Holdings
7
Osaic Holdings
Arizona
$189M +$2M +22,427 +1%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$186M +$8.48M +94,960 +5%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$174M +$17.1M +191,167 +11%
Ameriprise
10
Ameriprise
Minnesota
$170M +$13.9M +155,767 +9%
US Bancorp
11
US Bancorp
Minnesota
$155M +$723K +8,097 +0.5%
LNC
12
Lincoln National Corp
Pennsylvania
$137M +$133M +1,489,554 +4,679%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$134M -$1.6M -17,866 -1%
DDSF
14
Diana Davis Spencer Foundation
Maryland
$128M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$102M +$1.97M +22,072 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$94.8M +$3.37M +37,744 +4%
UBS Group
17
UBS Group
Switzerland
$65.5M -$1.01M -11,345 -2%
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$63.8M +$2.23M +24,940 +4%
Stifel Financial
19
Stifel Financial
Missouri
$62.9M -$37.1K -415 -0.1%
BSW
20
Buckingham Strategic Wealth
Missouri
$61.6M -$24.2M -270,445 -28%
Truist Financial
21
Truist Financial
North Carolina
$61.2M -$769K -8,604 -1%
TF
22
TIAA FSB
Florida
$55.8M +$7.91M +88,579 +17%
TLFA
23
True Link Financial Advisors
California
$55.4M -$533K -5,966 -1%
Comerica Bank
24
Comerica Bank
Texas
$55.1M -$2.49M -27,920 -4%
BA
25
BCM Advisors
Louisiana
$54.7M +$17.8M +198,887 +50%

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.