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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$3.07M +$1.52M +18,493 +92%
Capstone Investment Advisors
227
Capstone Investment Advisors
New York
$3.07M -$6.76M -82,433 -69%
DWM
228
Darwin Wealth Management
Florida
$2.98M +$403K +4,907 +16%
MHS
229
M Holdings Securities
Oregon
$2.92M +$947K +11,546 +48%
FA
230
Fagan Associates
New York
$2.91M -$48.4K -590 -2%
SPC
231
Sigma Planning Corp
Michigan
$2.79M +$77.5K +945 +3%
IH
232
IFC Holdings
Florida
$2.76M +$136K +1,661 +5%
FHA
233
Flagship Harbor Advisors
Massachusetts
$2.75M -$55.4K -675 -2%
Barclays
234
Barclays
United Kingdom
$2.71M +$1.05M +12,829 +64%
FHC
235
First Heartland Consultants
Missouri
$2.68M -$23.7K -289 -0.9%
EWA
236
Exencial Wealth Advisors
Oklahoma
$2.6M +$38.9K +474 +2%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$2.6M +$961K +11,709 +59%
GBBWRPM
238
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.54M -$9.57M -116,705 -79%
RW
239
REDW Wealth
New Mexico
$2.45M -$16.7K -204 -0.7%
CHAM
240
Clear Harbor Asset Management
Connecticut
$2.44M +$91.8K +1,119 +4%
GLRA
241
Gerald L. Ray & Associates
Texas
$2.44M -$368K -4,481 -13%
CIAS
242
Capital Investment Advisory Services
North Carolina
$2.43M +$209K +2,550 +9%
RWM
243
Ritholtz Wealth Management
New York
$2.42M -$499K -6,083 -17%
N
244
Natixis
France
$2.4M +$521K +6,347 +28%
ACS
245
Archford Capital Strategies
Illinois
$2.39M -$199K -2,428 -8%
EK
246
Evensky & Katz
Florida
$2.36M +$18.4K +224 +0.8%
PWMAG
247
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$39K +476 +2%
TSS
248
Two Sigma Securities
New York
$2.3M -$703K -8,573 -23%
AIM
249
Advantage Investment Management
Iowa
$2.29M +$484K +5,902 +27%
IF
250
IRON Financial
Illinois
$2.28M +$84.5K +1,030 +4%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.