We are live on ! Find out more
BIV icon

Vanguard Intermediate-Term Bond ETF

714 hedge funds and large institutions have $7.46B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 283 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 255

1% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 79

0.58% more ownership

Funds ownership: 55.68%56.25% (+0.58%)

1% less funds holding

Funds holding: 721714 (-7)

7% less capital invested

Capital invested by funds: $7.98B → $7.46B (-$520M)

11% less funds holding in top 10

Funds holding in top 10: 6659 (-7)

Holders
714
Holders Change
-7
Holders Change %
-0.97%
% of All Funds
11.26%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
0.93%
New
80
Increased
283
Reduced
255
Closed
79
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.29B +$30.7M +363,726 +2%
Bank of America
2
Bank of America
North Carolina
$520M -$54.7M -648,376 -9%
Wells Fargo
3
Wells Fargo
California
$464M -$21.8M -258,083 -4%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$289M +$65.3M +772,952 +28%
LPL Financial
5
LPL Financial
California
$258M -$1.58M -18,718 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$251M -$2.48M -29,346 -0.9%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$189M +$8.67M +102,724 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$184M -$3.7M -43,811 -2%
Ameriprise
9
Ameriprise
Minnesota
$157M -$3.91M -46,323 -2%
LNC
10
Lincoln National Corp
Pennsylvania
$130M -$600K -7,101 -0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$123M +$102M +1,208,841 +419%
DDSF
12
Diana Davis Spencer Foundation
Maryland
$117M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$115M +$6.14M +72,698 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$108M +$2.42M +28,708 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$96.5M -$83.5M -989,341 -45%
EA
16
Efficient Advisors
Ohio
$94.5M +$3.75M +44,459 +4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$93.7M +$5.81M +68,768 +6%
US Bancorp
18
US Bancorp
Minnesota
$88.6M -$8.99M -106,517 -9%
UBS Group
19
UBS Group
Switzerland
$81.9M +$20.4M +241,062 +32%
AT
20
American Trust
Kentucky
$78M -$1.21M -14,309 -1%
BA
21
BCM Advisors
Louisiana
$57.1M +$488K +5,779 +0.8%
Stifel Financial
22
Stifel Financial
Missouri
$55.6M -$11.6M -137,239 -17%
TF
23
TIAA FSB
Florida
$47.2M +$1.01M +11,928 +2%
Jane Street
24
Jane Street
New York
$47.1M +$46.4M +549,287 +2,109%
ETC
25
Exchange Traded Concepts
Oklahoma
$45.5M +$43.9M +519,815 +1,431%

BIV Hedge Fund Activity: Q1 2022 in Review

714 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q1 2022, worth a combined $7.46B — down 6.5% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new BIV positions and 79 closed out — a net gain of 1 holder — while 283 added to existing stakes and 255 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $102M. The largest seller was Jones Financial Companies, cutting an estimated $83.5M.

  • 714 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q1 2022, down from 721 in Q4 2021.
  • Funds reported $7.46B of Vanguard Intermediate-Term Bond ETF stock for Q1 2022, down 6.5% quarter-over-quarter.
  • 80 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q1 2022 and 79 closed out, a net change of +1 holder.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q1 2022 was Fidelity Investments, an estimated $102M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q1 2022 was Jones Financial Companies, an estimated $83.5M sold.

Based on aggregated 13F filings for Q1 2022.