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Vanguard Total Bond Market
BND

421 hedge funds and large institutions have $18.9B invested in Vanguard Total Bond Market in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 212 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $592K | Put options by funds: $267K

96% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 108

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

4% more funds holding

Funds holding: 403 → 421 (+18)

3% more funds holding in top 10

Funds holding in top 10: 77 → 79 (+2)

3% more capital invested

Capital invested by funds: $18.4B → $18.9B (+$497M)

2.75% less ownership

Funds ownership: 76.48% → 73.74% (-2.7%)

Holders
421
Holders Change
+18
Holders Change %
+4.47%
% of All Funds
11.21%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
2.1%
New
47
Increased
212
Reduced
108
Closed
25
Calls
$592K
Puts
$267K
Net Calls
+$325K
Net Calls Change
+$588K

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$126M
2
Bank of America
Bank of America
North Carolina
+$90.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$82.8M
4
MIH
Madison Investment Holdings
Wisconsin
+$78.1M
5
UBS Group
UBS Group
Switzerland
+$75.7M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$784M
2
AUIM
Aegon USA Investment Management
Iowa
-$268M
3
Wells Fargo
Wells Fargo
California
-$132M
4
AA
ALPS Advisors
Colorado
-$88.3M
5
Deutsche Bank
Deutsche Bank
Germany
-$50.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
26
INR Advisory Services
Pennsylvania
$82M +$5.58M +67,052 +7%
AA
27
ALPS Advisors
Colorado
$81.1M -$88.3M -1,062,444 -52%
MIH
28
Madison Investment Holdings
Wisconsin
$78.3M +$78.1M +939,127 New
RWML
29
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$78M +$2.48M +29,833 +3%
TFA
30
Transamerica Financial Advisors
Florida
$77.4M +$2.34M +28,195 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$73.2M +$14M +168,776 +24%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$71.3M – – –
BOH
33
Bank of Hawaii
Hawaii
$70.3M -$31M -372,615 -31%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$68.6M +$12.5M +150,752 +22%
Goldman Sachs
35
Goldman Sachs
New York
$68.5M +$9.41M +113,157 +16%
AIM
36
Acropolis Investment Management
Missouri
$55.5M +$1.66M +19,951 +3%
BAAM
37
Baker Avenue Asset Management
California
$53.2M +$2.78M +33,381 +6%
State of Tennessee, Department of Treasury
38
State of Tennessee, Department of Treasury
Tennessee
$50.6M +$50.5M +607,190 New
VFP
39
Verus Financial Partners
Virginia
$47.5M +$11.3M +136,236 +31%
AI
40
Atria Investments
North Carolina
$47.4M -$2.93M -35,282 -6%
DS
41
DRW Securities
Illinois
$46.5M +$8.32M +100,015 +22%
M&T Bank
42
M&T Bank
New York
$46M +$6.94M +83,426 +18%
RCS
43
Retirement Capital Strategies
California
$45.7M +$1.87M +22,543 +4%
EFS
44
Edelman Financial Services
Virginia
$45.1M +$975K +11,729 +2%
AEPG
45
American Economic Planning Group
New Jersey
$43.9M -$681K -8,185 -2%
NMIS
46
Northwestern Mutual Investment Services
Wisconsin
$43.4M +$4.04M +48,535 +10%
TCM
47
Twele Capital Management
Minnesota
$43.1M -$38.3K -460 -0.1%
SIM
48
Sentry Investment Management
Wisconsin
$42.6M – – –
GI
49
Gradient Investments
Minnesota
$38M +$1.54M +18,509 +4%
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$37M +$10.8M +130,083 +41%
1
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BND Hedge Fund Activity: Q1 2015 in Review

421 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2015, worth a combined $18.9B — up 2.7% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BND positions and 25 closed out — a net gain of 22 holders — while 212 added to existing stakes and 108 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $126M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $784M.

  • 421 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2015, up from 403 in Q4 2014.
  • Funds reported $18.9B of Vanguard Total Bond Market stock for Q1 2015, up 2.7% quarter-over-quarter.
  • 47 funds opened new Vanguard Total Bond Market positions in Q1 2015 and 25 closed out, a net change of +22 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2015 was Jones Financial Companies, an estimated $126M added.
  • The largest Vanguard Total Bond Market seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $784M sold.

Based on aggregated 13F filings for Q1 2015.