BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

923 hedge funds and large institutions have $14B invested in Vanguard Intermediate-Term Bond ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 443 increasing their positions, 250 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
923
Holders Change
+73
Holders Change %
+8.59%
% of All Funds
12.29%
Holding in Top 10
101
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.88%
% of All Funds
1.35%
New
136
Increased
443
Reduced
250
Closed
43
Calls
$329K
Puts
–
Net Calls
+$329K
Net Calls Change
+$4.18M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$916M
2
EWA
2
EP Wealth Advisors
California
$342M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.02B
4
WL
4
WIT LLC
District of Columbia
$53.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$145M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$5.99M
2
CSPIA
2
Cary Street Partners Investment Advisory
Virginia
$247K
3
OFP
3
OLIO Financial Planning
Virginia
$4.34M
4
JSA
4
Jacobson & Schmitt Advisors
Wisconsin
$271K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
101
Citigroup
New York
$19.9M +$8.42M +112,715 +73%
LA
102
LVW Advisors
New York
$19.5M -$820K -10,971 -4%
SI
103
Stephens Inc
Arkansas
$19.3M +$1.42M +18,956 +8%
Jane Street
104
Jane Street
New York
$19.3M +$13.3M +177,778 +221%
MAS
105
Meeder Advisory Services
Ohio
$19.2M +$722K +9,658 +4%
CPRC
106
Consolidated Portfolio Review Corp
New York
$19.1M +$651K +8,707 +4%
ST
107
Smithfield Trust
Pennsylvania
$18.8M -$53.7K -718 -0.3%
WFAG
108
Wescott Financial Advisory Group
Pennsylvania
$18.6M +$5.02M +67,135 +37%
OPS
109
Orion Portfolio Solutions
Nebraska
$18.2M +$822 +11 +0%
BCI
110
Brinker Capital Investments
Pennsylvania
$18.2M +$822 +11 +0%
YCG
111
Yeomans Consulting Group
Georgia
$17.7M -$1.46M -19,491 -8%
AMM
112
American Money Management
California
$17.4M +$1.39M +18,612 +9%
BOS
113
Bank of Stockton
California
$17.3M +$127K +1,702 +0.7%
BFP
114
Brewster Financial Planning
New York
$17.3M +$944K +12,638 +6%
MCM
115
MAI Capital Management
Ohio
$17.3M +$17.3M +231,738 New
ACC
116
Acorn Creek Capital
Colorado
$16.7M +$1.35M +18,070 +9%
SCI
117
Silver Coast Investments
United States
$16.7M +$284K +3,794 +2%
CAC
118
Certified Advisory Corp
Florida
$16.7M +$2.25M +30,067 +16%
CW
119
CreativeOne Wealth
Kansas
$16.6M +$318K +4,258 +2%
Betterment LLC
120
Betterment LLC
New York
$16.4M +$1.46M +19,561 +10%
Citadel Advisors
121
Citadel Advisors
Florida
$16.3M +$16.1M +215,215 +6,116%
SI
122
Seeds Investor
New York
$16.1M +$4.37M +58,473 +37%
LPAM
123
Lodestar Private Asset Management
California
$16.1M +$1.03M +13,815 +7%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$16M +$45K +602 +0.3%
CIP
125
Capital Insight Partners
Arizona
$15.7M +$239K +3,200 +2%
3 4
5
6 7