Vanguard Intermediate-Term Bond ETF
656 hedge funds and large institutions have $7.75B invested in Vanguard Intermediate-Term Bond ETF in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 245 increasing their positions, 242 reducing their positions, and 64 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 55 → 62 (+7)
11% more capital invested
Capital invested by funds: $6.97B → $7.75B (+$778M)
4.78% more ownership
Funds ownership: 57.34% → 62.11% (+4.8%)
1% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 242
3% less funds holding
Funds holding: 673 → 656 (-17)
11% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$362M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$337M |
| 3 |
Goldman Sachs
New York
|
+$298M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.9M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$56.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$31.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$21.2M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
-$20.4M |
| 5 |
Jane Street
New York
|
-$16.7M |
BIV Hedge Fund Activity: Q3 2022 in Review
656 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q3 2022, worth a combined $7.75B — up 11% from $6.97B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of BIV and 57 opened new positions — a net loss of 7 holders — while 242 trimmed existing stakes and 245 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $362M. The largest seller was Bank of America, cutting an estimated $56.7M.
- 656 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q3 2022, down from 673 in Q2 2022.
- Funds reported $7.75B of Vanguard Intermediate-Term Bond ETF stock for Q3 2022, up 11% quarter-over-quarter.
- 57 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q3 2022 and 64 closed out, a net change of -7 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q3 2022 was United Capital Financial Advisors, an estimated $362M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q3 2022 was Bank of America, an estimated $56.7M sold.
Based on aggregated 13F filings for Q3 2022.