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BlackRock Institutional Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

BlackRock Institutional Trust’s Portfolio BIV Stock Details BIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-36,192
Closed -$3.02M – 3970
2013
Q3 		$3.02M Buy
36,192
+9,463
+35% +$784K ﹤0.01% 2942
2013
Q2 		$2.23M Buy
+26,729
New +$2.32M ﹤0.01% 3026

Other funds holding BIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock Institutional Trust's BIV Position: Q4 2013 in Review

BlackRock Institutional Trust sold out of Vanguard Intermediate-Term Bond ETF (BIV) in Q4 2013, closing a stake of 36,192 shares — an estimated $3.02M sold.

BlackRock Institutional Trust first reported a position in BIV in Q2 2013 and held it in 2 quarters. The position peaked at $3.02M in Q3 2013. 161 funds tracked by Wall St. Rank hold BIV as of Q4 2013.

  • BlackRock Institutional Trust reported no remaining Vanguard Intermediate-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • BlackRock Institutional Trust sold 36,192 Vanguard Intermediate-Term Bond ETF shares in Q4 2013, an estimated $3.02M.
  • BlackRock Institutional Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • BlackRock Institutional Trust's Vanguard Intermediate-Term Bond ETF position peaked at $3.02M in Q3 2013.
  • 161 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2013.

Based on BlackRock Institutional Trust's 13F filing for Q4 2013, filed 12 Feb 2014.