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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

332 hedge funds and large institutions have $7.41B invested in Vanguard Intermediate-Term Bond ETF in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 139 increasing their positions, 99 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+6
Holders Change %
+1.84%
% of All Funds
8.28%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.75%
New
43
Increased
139
Reduced
99
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Goldman Sachs
Goldman Sachs
New York
+$179M
3
Wells Fargo
Wells Fargo
California
+$164M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$74.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.2M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$103M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$39.8M
3
Morgan Stanley
Morgan Stanley
New York
-$30.9M
4
UBS Group
UBS Group
Switzerland
-$26M
5
Ameriprise
Ameriprise
Minnesota
-$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
226
Fidelity Investments
Massachusetts
$323K +$323K +3,862 New
CL
227
Choreo LLC
Illinois
$309K +$309K +3,699 New
William Blair & Company
228
William Blair & Company
Illinois
$308K -$131K -1,568 -30%
EAM
229
Evanson Asset Management
California
$306K +$335 +4 +0.1%
BAC
230
Boys Arnold & Co
North Carolina
$305K – – –
AWE
231
Avidian Wealth Enterprises
Texas
$301K -$11.4M -136,244 -97%
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$299K – – –
TCOV
233
Trust Company of Vermont
Vermont
$291K +$178K +2,130 +158%
CA
234
Continuum Advisory
Idaho
$291K +$291K +3,480 New
MBTD
235
Mechanics Bank - Trust Department
California
$285K +$33.4K +400 +13%
WB
236
WesBanco Bank
West Virginia
$273K – – –
WFG
237
Windsor Financial Group
Minnesota
$273K – – –
AWM
238
Avior Wealth Management
Nebraska
$259K +$3.34K +40 +1%
AAM
239
Aureus Asset Management
Massachusetts
$256K +$256K +3,057 New
FMW
240
Farr Miller & Washington
District of Columbia
$251K – – –
CTC
241
Central Trust Company
Missouri
$247K +$12.1K +144 +5%
BCI
242
Brinker Capital Investments
Pennsylvania
$246K +$159K +1,899 +181%
MPIA
243
Mountain Pacific Investment Advisers
Idaho
$242K +$242K +2,890 New
CPA
244
Clear Perspective Advisors
Illinois
$240K – – –
MFW
245
Mosaic Family Wealth
Missouri
$238K – – –
ASN
246
Advisory Services Network
Georgia
$235K +$235K +2,805 New
LI
247
LVZ Inc
Michigan
$234K +$234K +2,804 New
FWP
248
Fiduciary Wealth Partners
Massachusetts
$233K +$919 +11 +0.4%
ACS
249
Archford Capital Strategies
Illinois
$230K -$107K -1,284 -32%
GJIC
250
Gamble Jones Investment Counsel
California
$230K +$230K +2,753 New
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