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Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

314 hedge funds and large institutions have $7.75B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+19
Holders Change %
+6.44%
% of All Funds
8.39%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.94%
New
39
Increased
145
Reduced
73
Closed
18
Calls
$263K
Puts
–
Net Calls
+$263K
Net Calls Change
-$283K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.86B
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$620M
3
Wells Fargo
3
Wells Fargo
California
$779M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$242M
5
Ameriprise
5
Ameriprise
Minnesota
$94.8M

Top Sellers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$110M
2
WI
2
WBI Investments
New Jersey
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
VAM
4
Visionary Asset Management
Texas
$3.41M
5
MFRM
5
Milliman Financial Risk Management
Illinois
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$8.78M +$731K +8,343 +9%
ICOA
52
Investment Centers of America
North Dakota
$8.59M +$1.15M +13,166 +16%
CIA
53
Capital Investment Advisors
Georgia
$8.36M -$550K -6,275 -6%
EA
54
Efficient Advisors
Ohio
$8.3M +$5.52M +63,018 +199%
CS
55
Comerica Securities
Michigan
$8.28M +$422K +4,819 +5%
TTWM
56
TCV Trust & Wealth Management
Virginia
$7.84M -$346K -3,951 -4%
Citigroup
57
Citigroup
New York
$7.32M +$1.31M +14,889 +22%
JWM
58
Jackson Wealth Management
Florida
$7.31M +$1.28M +14,673 +21%
SRSA
59
S.R. Schill & Associates
Washington
$7.28M -$1.32K -15 -0%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$7.03M +$3.64M +41,485 +107%
RJA
61
Raymond James & Associates
Florida
$6.96M +$934K +10,651 +16%
SFM
62
Signet Financial Management
New Jersey
$6.91M -$920K -10,489 -12%
CFC
63
Coyle Financial Counsel
Illinois
$6.49M -$424K -4,874 -6%
MFS
64
MSI Financial Services
Massachusetts
$6.46M +$338K +3,853 +6%
SAM
65
SignalPoint Asset Management
Missouri
$6.28M +$3.06M +34,909 +95%
CT
66
Coastline Trust
Rhode Island
$6.27M +$165K +1,885 +3%
HP
67
HT Partners
Connecticut
$6.09M +$173K +1,970 +3%
CWM
68
Cornerstone Wealth Management
Missouri
$5.9M +$5.9M +67,704 New
AI
69
Atria Investments
North Carolina
$5.83M +$3.64M +41,470 +166%
ACM
70
Aviance Capital Management
Florida
$5.61M +$4.59M +52,386 +451%
GAM
71
Gemmer Asset Management
California
$5.61M +$80.4K +917 +1%
QA
72
Quantitative Advantage
Minnesota
$5.55M +$1.56M +17,837 +39%
FWM
73
Frontier Wealth Management
Missouri
$5.46M -$1.26M -14,389 -19%
BRWA
74
B. Riley Wealth Advisors
Florida
$5.32M +$1.61M +24,675 +44%
PFM
75
Phillips Financial Management
Indiana
$5.24M -$86.1K -992 -2%
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3
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