Vanguard Intermediate-Term Bond ETF
828 hedge funds and large institutions have $11.2B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 383 increasing their positions, 256 reducing their positions, and 68 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 256
28% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 68
2% more funds holding in top 10
Funds holding in top 10: 93 → 95 (+2)
3% more capital invested
Capital invested by funds: $10.9B → $11.2B (+$336M)
1% more funds holding
Funds holding: 820 → 828 (+8)
0.26% more ownership
Funds ownership: 62.43% → 62.7% (+0.26%)
55% less call options, than puts
Call options by funds: $442K | Put options by funds: $989K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$57.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$53.5M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$44M |
| 4 |
Goldman Sachs
New York
|
+$34.1M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$25.5M |
| 2 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$21.4M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$17.3M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$17.3M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$13.2M |
BIV Hedge Fund Activity: Q2 2024 in Review
828 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2024, worth a combined $11.2B — up 3.1% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new BIV positions and 68 closed out — a net gain of 19 holders — while 383 added to existing stakes and 256 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $57.2M. The largest seller was Wells Fargo, cutting an estimated $25.5M.
- 828 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2024, up from 820 in Q1 2024.
- Funds reported $11.2B of Vanguard Intermediate-Term Bond ETF stock for Q2 2024, up 3.1% quarter-over-quarter.
- 87 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2024 and 68 closed out, a net change of +19 holders.
- The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $57.2M added.
- The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2024 was Wells Fargo, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2024.