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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.31B +$29.6M +326,814 +2%
Bank of America
2
Bank of America
North Carolina
$622M -$145M -1,596,575 -19%
Wells Fargo
3
Wells Fargo
California
$536M -$9.91M -109,448 -2%
LPL Financial
4
LPL Financial
California
$280M +$26.4M +291,436 +10%
Morgan Stanley
5
Morgan Stanley
New York
$267M +$18.2M +201,002 +7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$244M +$9.71M +107,187 +4%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$192M +$5.46M +60,333 +3%
Osaic Holdings
8
Osaic Holdings
Arizona
$192M +$3.7M +40,834 +2%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$186M +$12.8M +141,019 +7%
Ameriprise
10
Ameriprise
Minnesota
$184M +$15.8M +174,794 +9%
US Bancorp
11
US Bancorp
Minnesota
$141M -$13M -144,004 -8%
LNC
12
Lincoln National Corp
Pennsylvania
$138M +$1.64M +18,135 +1%
DDSF
13
Diana Davis Spencer Foundation
Maryland
$128M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$124M -$9.32M -102,885 -7%
ETC
15
Exchange Traded Concepts
Oklahoma
$109M +$111M +1,221,726 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$106M +$4.67M +51,623 +5%
Comerica Bank
17
Comerica Bank
Texas
$104M +$49.6M +547,735 +90%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$95.3M +$1.08M +11,922 +1%
PAG
19
Private Advisor Group
New Jersey
$86.2M +$35M +386,567 +67%
Stifel Financial
20
Stifel Financial
Missouri
$68.4M +$5.85M +64,575 +9%
BCMIO
21
Beacon Capital Management Inc (Ohio)
Ohio
$67.4M +$4.05M +44,687 +6%
UBS Group
22
UBS Group
Switzerland
$67.3M +$2.15M +23,729 +3%
EA
23
Efficient Advisors
Ohio
$61.9M +$25.2M +278,293 +67%
TLFA
24
True Link Financial Advisors
California
$57.8M +$2.8M +30,934 +5%
TF
25
TIAA FSB
Florida
$57.8M +$2.34M +25,829 +4%

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.