Vanguard Intermediate-Term Bond ETF
721 hedge funds and large institutions have $8B invested in Vanguard Intermediate-Term Bond ETF in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 272 increasing their positions, 215 reducing their positions, and 48 closing their positions.
192% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 48
27% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 215
18% more funds holding in top 10
Funds holding in top 10: 57 → 67 (+10)
13% more funds holding
Funds holding: 640 → 721 (+81)
1.17% more ownership
Funds ownership: 54.57% → 55.74% (+1.2%)
1% less capital invested
Capital invested by funds: $8.1B → $8B (-$100M)
61% less call options, than puts
Call options by funds: $219K | Put options by funds: $561K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.6M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$36.9M |
| 3 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
+$18.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.2M |
| 5 |
CSPAM
Cary Street Partners Asset Management
Richmond,
Virginia
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$105M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$55M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$40.4M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$34.8M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$26.5M |
BIV Hedge Fund Activity: Q4 2021 in Review
721 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2021, worth a combined $8B — down 1.2% from $8.1B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new BIV positions and 48 closed out — a net gain of 92 holders — while 272 added to existing stakes and 215 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $56.6M. The largest seller was Exchange Traded Concepts, cutting an estimated $105M.
- 721 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2021, up from 640 in Q3 2021.
- Funds reported $8B of Vanguard Intermediate-Term Bond ETF stock for Q4 2021, down 1.2% quarter-over-quarter.
- 140 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2021 and 48 closed out, a net change of +92 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $56.6M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2021 was Exchange Traded Concepts, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2021.