Marshall Wace’s VanEck BDC Income ETF BIZD Stock Holding History

Marshall Wace’s Portfolio BIZD Stock Details BIZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-344,917	Closed	-$5.15M	–	2969
2025 Q3	$5.15M	Buy	+344,917	New	+$5.51M	0.01%	1171
2024 Q4	–	Sell	-118,626	Closed	-$1.96M	–	2587
2024 Q3	$1.96M	Sell	118,626 -9,988	-8%	-$164K	﹤0.01%	1371
2024 Q2	$2.2M	Buy	128,614 +574	+0.4%	+$9.66K	﹤0.01%	1319
2024 Q1	$2.16M	Buy	128,040 +66,592	+108%	+$1.09M	﹤0.01%	1326
2023 Q4	$986K	Hold	61,448	–	–	﹤0.01%	1483
2023 Q3	$985K	Sell	61,448 -7,554	-11%	-$118K	﹤0.01%	1508
2023 Q2	$1.06M	Buy	+69,002	New	+$1.01M	﹤0.01%	1692
2023 Q1	–	Sell	-42,065	Closed	-$595K	–	2665
2022 Q4	$595K	Buy	+42,065	New	+$614K	﹤0.01%	2311
2021 Q4	–	Sell	-22,179	Closed	-$380K	–	3864
2021 Q3	$380K	Buy	+22,179	New	+$379K	﹤0.01%	2537

Other funds holding BIZD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Marshall Wace's BIZD Position: Q4 2025 in Review

Marshall Wace sold out of VanEck BDC Income ETF (BIZD) in Q4 2025, closing a stake of 344,917 shares — an estimated $5.15M sold.

Marshall Wace first reported a position in BIZD in Q3 2021 and held it in 9 quarters. The position peaked at $5.15M in Q3 2025. 250 funds tracked by Wall St. Rank hold BIZD as of Q4 2025.

Marshall Wace reported no remaining VanEck BDC Income ETF position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 344,917 VanEck BDC Income ETF shares in Q4 2025, an estimated $5.15M.
Marshall Wace first reported a position in VanEck BDC Income ETF in Q3 2021 and held it in 9 quarters.
Marshall Wace's VanEck BDC Income ETF position peaked at $5.15M in Q3 2025.
250 funds tracked by Wall St. Rank held VanEck BDC Income ETF as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.