BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

700 hedge funds and large institutions have $8.69B invested in Vanguard Intermediate-Term Bond ETF in 2023 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 292 increasing their positions, 255 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+14
Holders Change %
+2.04%
% of All Funds
11.2%
Holding in Top 10
64
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.57%
% of All Funds
1.02%
New
67
Increased
292
Reduced
255
Closed
39
Calls
$207K
Puts
$668K
Net Calls
-$461K
Net Calls Change
-$743K

Top Buyers

1
EA
Efficient Advisors
Ohio
$101M
2
AT
American Trust
Kentucky
$73.7M
3
RIA
Retirement Investment Advisors
Oklahoma
$56.9M
4
LPL Financial
LPL Financial
California
$289M
5
Bank of America
Bank of America
North Carolina
$430M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$11.1M
2
BC
Burney Company
Virginia
$236K
3
EC
Estate Counselors
Wisconsin
$0
4
GC
Grimes & Company
Massachusetts
$651K
5
AA
Atmos Advisory
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
126
Cerity Partners
New York
$7.3M +$1.64M +21,361 +29%
BHWM
127
Bay Harbor Wealth Management
Maryland
$7.26M -$361K -4,700 -5%
PFP
128
Pinnacle Financial Partners
Tennessee
$7.24M -$340K -4,434 -4%
SPC
129
Sigma Planning Corp
Michigan
$7.24M +$1.15M +14,938 +19%
SIA
130
Sovereign Investment Advisors
Arizona
$7.14M +$26.6K +346 +0.4%
AI
131
Atria Investments
North Carolina
$7.11M -$338K -4,401 -5%
FHA
132
First Horizon Advisors
Tennessee
$6.93M +$543K +7,080 +9%
KLI
133
Kelman-Lazarov Inc
Tennessee
$6.93M +$595K +7,750 +9%
CA
134
Continuum Advisory
Idaho
$6.9M -$3.22K -42 -0%
William Blair & Company
135
William Blair & Company
Illinois
$6.86M -$326K -4,252 -5%
KCM
136
KLK Capital Management
California
$6.86M +$52.9K +660 +0.8%
BWM
137
BerganKDV Wealth Management
Minnesota
$6.73M +$609K +7,931 +10%
TFP
138
TrueWealth Financial Partners
Washington
$6.7M +$806K +10,505 +14%
MOS
139
MGO One Seven
Ohio
$6.69M +$2.84M +37,058 +74%
CA
140
Cetera Advisors
Colorado
$6.59M +$1.72M +22,468 +35%
HP
141
Hyperion Partners
Pennsylvania
$6.24M +$107K +1,390 +2%
SWM
142
Soundmark Wealth Management
Washington
$6.16M +$155K +2,016 +3%
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$6.15M +$1.56M +20,280 +34%
LHEI
144
Leo H. Evart Inc
California
$6.07M +$345K +4,494 +6%
THL
145
Tillman Hartley LLC
Colorado
$6.02M -$7.75K -101 -0.1%
SWA
146
Safir Wealth Advisors
New Hampshire
$5.96M +$131K +1,705 +2%
CTB
147
Country Trust Bank
Illinois
$5.91M -$23K -300 -0.4%
Barclays
148
Barclays
United Kingdom
$5.81M -$1.62M -21,160 -22%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$5.75M +$49.9K +650 +0.9%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$5.69M -$1.95M -25,390 -26%
4 5
6
7 8