BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

320 hedge funds and large institutions have $13.7B invested in Vanguard Total Bond Market in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 139 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
9.25%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.62%
New
29
Increased
139
Reduced
110
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AUIM
Aegon USA Investment Management
Iowa
+$773M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$201M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.4M
4
UCFA
United Capital Financial Advisors
Texas
+$49.7M
5
WCM
Weatherstone Capital Management
Colorado
+$44.8M

Top Sellers

1
U
UBS
Switzerland
-$55.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.7M
3
State Street
State Street
Massachusetts
-$30.6M
4
JRP
Jasper Ridge Partners
California
-$28.4M
5
BIM
BlackRock Investment Management
Delaware
-$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
251
Orrstown Financial Services
Pennsylvania
$329K -$8.12K -100 -2%
IAM
252
Integre Asset Management
New York
$328K -$23.5K -289 -7%
HS
253
Huntington Steele
Pennsylvania
$328K +$406 +5 +0.1%
EWM
254
Empirical Wealth Management
Washington
$323K -$55K -677 -15%
HJA
255
Hugh Johnson Advisors
New York
$319K +$21.4K +263 +7%
BJ
256
Brouwer & Janachowski
California
$317K – – –
SIM
257
Sigma Investment Management
Oregon
$317K – – –
WA
258
WFG Advisors
Texas
$313K +$8.84K +109 +3%
VCAM
259
Van Cleef Asset Management
Ohio
$313K +$58.9K +725 +23%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$309K -$5.24M -64,405 -94%
EAMA
261
EFG Asset Management (Americas)
Florida
$301K -$2.11K -26 -0.7%
T
262
Thomaspartners
Massachusetts
$297K +$297K +3,660 New
HCM
263
Hengehold Capital Management
Ohio
$294K – – –
I
264
IberiaBank
Louisiana
$292K -$9.76K -120 -3%
RT
265
Reliance Trust
Georgia
$285K +$58.8K +723 +26%
CNB
266
City National Bank
California
$283K -$263K -3,241 -48%
AF
267
Allworth Financial
California
$277K +$277K +3,413 New
NI
268
Numeric Investors
Massachusetts
$276K +$276K +3,400 New
IPC
269
Independent Portfolio Consultants
Florida
$271K +$271K +3,350 New
AP
270
Advisor Partners
California
$269K +$52.3K +644 +24%
IH
271
IFC Holdings
Florida
$269K +$269K +3,330 New
TFCP
272
Twin Focus Capital Partners
Massachusetts
$267K -$188K -2,316 -41%
JIC
273
Johnson Investment Counsel
Ohio
$265K +$24.9K +307 +10%
GJIC
274
Gamble Jones Investment Counsel
California
$252K +$895 +11 +0.4%
B
275
Bailard
California
$240K -$91.9K -1,130 -28%
9 10
11
12 13