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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 %
MIS
451
Morningstar Investment Services
Illinois
$234K +$23.5K +251 +11%
VCM
452
Virtue Capital Management
Tennessee
$233K +$233K +2,493 New
RFA
453
Reilly Financial Advisors
California
$228K +$187 +2 +0.1%
FFA
454
First Foundation Advisors
California
$225K – – –
ESB
455
Essex Savings Bank
Connecticut
$223K +$18.1K +193 +9%
WIM
456
Weitz Investment Management
Nebraska
$222K – – –
RIM
457
Rockbridge Investment Management
New York
$221K – – –
PPP
458
Private Portfolio Partners
New Jersey
$220K +$220K +2,349 New
AGA
459
Arkos Global Advisors
Texas
$217K – – –
MECA
460
Miller Equity Capital Advisors
Texas
$217K – – –
WWM
461
Western Wealth Management
Colorado
$217K +$561 +6 +0.3%
RFN
462
RDA Financial Network
Iowa
$212K +$280 +3 +0.1%
HAS
463
HBW Advisory Services
California
$211K +$211K +2,261 New
SIS
464
SVB Investment Services
Utah
$208K – – –
APP
465
Avantax Planning Partners
Iowa
$208K +$187 +2 +0.1%
SWIG
466
Strategic Wealth Investment Group
Kentucky
$208K +$374 +4 +0.2%
CAM
467
Concorde Asset Management
Michigan
$207K -$36.5K -389 -15%
MBTD
468
Mechanics Bank - Trust Department
California
$205K – – –
TCM
469
Tandem Capital Management
New Jersey
$202K +$202K +2,165 New
RCAG
470
Rehmann Capital Advisory Group
Michigan
$201K +$201K +2,149 New
Franklin Resources
471
Franklin Resources
California
$194K – – –
FFC
472
First Financial Corp
Indiana
$178K +$19.9K +212 +13%
FCH
473
Freestone Capital Holdings
Washington
$173K +$173K +1,846 New
AF
474
Affiance Financial
Minnesota
$169K – – –
CIAS
475
Capital Investment Advisory Services
North Carolina
$159K +$135K +1,441 +565%
17 18
19
20 21