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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

557 hedge funds and large institutions have $8.65B invested in Vanguard Intermediate-Term Bond ETF in 2020 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 291 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+32
Holders Change %
+6.1%
% of All Funds
11.27%
Holding in Top 10
63
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5%
% of All Funds
1.27%
New
66
Increased
291
Reduced
96
Closed
25
Calls
$1.78M
Puts
$241K
Net Calls
+$1.54M
Net Calls Change
+$1.19M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$149M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97.2M
3
Bank of America
Bank of America
North Carolina
+$93.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$88.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$72.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$61.1M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$52.5M
3
WCWM
Willow Creek Wealth Management
California
-$47.5M
4
FIA
Foundations Investment Advisors
Arizona
-$43.8M
5
PIMG
Patriot Investment Management Group
Tennessee
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
401
Traynor Capital Management
Pennsylvania
$343K -$22.9K -247 -6%
FMW
402
Farr Miller & Washington
District of Columbia
$343K – – –
AP
403
Adero Partners
California
$341K – – –
CC
404
Courier Capital
New York
$335K -$23.3K -250 -7%
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$333K -$71.8K -768 -18%
CSIC
406
Clifford Swan Investment Counsel
California
$326K +$93.4K +1,000 +40%
DP
407
Dearborn Partners
Illinois
$323K +$9.35K +100 +3%
CH
408
Canton Hathaway
Rhode Island
$320K +$320K +3,418 New
BBA
409
BLB&B Advisors
Pennsylvania
$316K – – –
TC
410
TownSquare Capital
Utah
$315K +$47.3K +508 +18%
RA
411
RFG Advisory
Alabama
$313K -$5.71K -61 -2%
JPLA
412
Joseph P. Lucia & Associates
New York
$313K +$7.49K +80 +2%
MWA
413
Martel Wealth Advisors
Washington
$310K -$3.37K -36 -1%
JCM
414
Jacobi Capital Management
Pennsylvania
$305K +$105K +1,118 +52%
FAT
415
First American Trust
California
$303K – – –
FM
416
Foster & Motley
Ohio
$301K – – –
KPWS
417
Kestra Private Wealth Services
Texas
$301K +$301K +3,219 New
BPA
418
Beacon Pointe Advisors
California
$298K +$5.24K +56 +2%
PJSIMP
419
P.J. Schmidt Investment Management (PJS)
Wisconsin
$296K +$296K +3,176 New
NCM
420
Neumann Capital Management
California
$293K +$80.2K +856 +38%
CAMG
421
CWA Asset Management Group
Florida
$290K +$290K +3,104 New
S
422
SignatureFD
Georgia
$284K +$284K +3,037 New
TFS
423
TrustCore Financial Services
Tennessee
$281K +$281K +3,005 New
William Blair & Company
424
William Blair & Company
Illinois
$278K +$44.4K +475 +19%
UCFA
425
United Capital Financial Advisors
Texas
$278K +$49K +524 +21%
15 16
17
18 19