Vanguard Intermediate-Term Bond ETF
824 hedge funds and large institutions have $11B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 313 increasing their positions, 295 reducing their positions, and 41 closing their positions.
266% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 41
27% more funds holding in top 10
Funds holding in top 10: 73 → 93 (+20)
14% more capital invested
Capital invested by funds: $9.64B → $11B (+$1.39B)
14% more funds holding
Funds holding: 722 → 824 (+102)
2.65% more ownership
Funds ownership: 63.21% → 65.86% (+2.6%)
6% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 295
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$501M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$119M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$67.8M |
| 4 |
TLFA
True Link Financial Advisors
San Francisco,
California
|
+$51.7M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$160M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$108M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$68M |
| 4 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
-$59M |
| 5 |
RIA
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
-$55.2M |
BIV Hedge Fund Activity: Q4 2023 in Review
824 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q4 2023, worth a combined $11B — up 14% from $9.64B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new BIV positions and 41 closed out — a net gain of 109 holders — while 313 added to existing stakes and 295 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $501M. The largest seller was United Capital Financial Advisors, cutting an estimated $160M.
- 824 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q4 2023, up from 722 in Q3 2023.
- Funds reported $11B of Vanguard Intermediate-Term Bond ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 150 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q4 2023 and 41 closed out, a net change of +109 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q4 2023 was Goldman Sachs, an estimated $501M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $160M sold.
Based on aggregated 13F filings for Q4 2023.