BIV icon

Vanguard Intermediate-Term Bond ETF
BIV

Overview Fund Activity

295 hedge funds and large institutions have $7.43B invested in Vanguard Intermediate-Term Bond ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 136 increasing their positions, 71 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+19
Holders Change %
+6.88%
% of All Funds
7.88%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.88%
New
31
Increased
136
Reduced
71
Closed
9
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$488K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$3.46B
2
Jones Financial Companies
Jones Financial Companies
Missouri
$484M
3
Wells Fargo
Wells Fargo
California
$686M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$207M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$19.7M

Top Sellers

1
WI
WBI Investments
New Jersey
$29M
2
Ameriprise
Ameriprise
Minnesota
$75.1M
3
SG Americas Securities
SG Americas Securities
New York
$0
4
LPL Financial
LPL Financial
California
$51.4M
5
SMH
Sanders Morris Harris
Texas
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
176
Everett Harris & Co
California
$565K +$85.8K +975 +18%
AIM
177
Advantage Investment Management
Iowa
$558K +$142K +1,615 +34%
FHA
178
First Horizon Advisors
Tennessee
$552K -$5.9K -67 -1%
AIM
179
Arcadia Investment Management
Michigan
$551K +$24.1K +273 +5%
DADC
180
D.A. Davidson & Co
Montana
$545K +$170K +1,931 +45%
SCA
181
Salient Capital Advisors
Texas
$531K – – –
JIC
182
Joel Isaacson & Co
New York
$524K +$88K +1,000 +20%
KCM
183
Karp Capital Management
California
$513K +$513K +5,823 New
DC
184
Davenport & Co
Virginia
$512K -$1.76K -20 -0.3%
UFA
185
US Financial Advisors
Massachusetts
$499K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$496K +$496K +5,636 New
FC
187
Forte Capital
New York
$487K +$226K +2,565 +87%
LIM
188
Leavell Investment Management
Alabama
$484K – – –
WEC
189
Winslow Evans & Crocker
Massachusetts
$463K +$362K +4,108 +358%
RCAG
190
Rehmann Capital Advisory Group
Michigan
$441K -$3.34K -38 -0.8%
SSG
191
Summit Securities Group
New York
$440K -$440K -5,000 -50%
AWMS
192
Advocacy Wealth Management Services
Georgia
$440K – – –
VCM
193
Violich Capital Management
California
$439K +$57.2K +650 +15%
W
194
Wealthfront
California
$438K -$18.3K -208 -4%
OC
195
Oarsman Capital
Wisconsin
$428K +$68.3K +775 +19%
WP
196
WealthSource Partners
California
$413K +$37.5K +426 +10%
ATC
197
Argent Trust Co
Tennessee
$408K +$14.8K +168 +4%
NB
198
NBT Bank
New York
$403K – – –
SAMC
199
Spectrum Asset Management (California)
California
$370K – – –
GIM
200
Goelzer Investment Management
Indiana
$370K +$124K +1,411 +51%
6 7
8
9 10