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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 %
EHC
176
Everett Harris & Co
California
$592K +$28.9K +330 +5%
CTA
177
Chesley Taft & Associates
Illinois
$591K – – –
RC
178
Roundview Capital
New Jersey
$590K +$3.24K +37 +0.6%
DADC
179
D.A. Davidson & Co
Montana
$581K +$37.7K +430 +7%
AIM
180
Arcadia Investment Management
Michigan
$569K +$21.1K +241 +4%
FHA
181
First Horizon Advisors
Tennessee
$546K -$3.33K -38 -0.6%
DC
182
Davenport & Co
Virginia
$531K +$21.9K +250 +4%
LIM
183
Leavell Investment Management
Alabama
$531K +$49.9K +570 +10%
JIC
184
Joel Isaacson & Co
New York
$522K – – –
MHS
185
M Holdings Securities
Oregon
$522K +$182K +2,079 +54%
FANJ
186
Financial Architects (New Jersey)
New Jersey
$516K +$388K +4,427 +303%
KCM
187
Karp Capital Management
California
$510K – – –
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$493K -$218K -2,489 -31%
ASN
189
Advisory Services Network
Georgia
$486K +$375K +4,281 +338%
NFG
190
Next Financial Group
Texas
$475K +$286K +3,261 +152%
Fidelity Investments
191
Fidelity Investments
Massachusetts
$464K +$464K +5,286 New
UAS
192
United Asset Strategies
New York
$458K +$160K +1,831 +54%
W
193
Wealthfront
California
$441K +$5.34K +61 +1%
RCAG
194
Rehmann Capital Advisory Group
Michigan
$439K – – –
AWMS
195
Advocacy Wealth Management Services
Georgia
$438K – – –
VCM
196
Violich Capital Management
California
$437K – – –
SCA
197
Salient Capital Advisors
Texas
$436K -$93K -1,060 -18%
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
$434K +$434K +4,952 New
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$433K +$70.6K +807 +19%
OC
200
Oarsman Capital
Wisconsin
$426K – – –
6 7
8
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