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Vanguard Total Bond Market

508 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2016 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 148 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 148

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

5% more funds holding in top 10

Funds holding in top 10: 99104 (+5)

2% more funds holding

Funds holding: 499508 (+9)

3% more capital invested

Capital invested by funds: $20.5B → $21.1B (+$621M)

3.07% less ownership

Funds ownership: 70%66.93% (-3.1%)

20% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.32M

Holders
508
Holders Change
+9
Holders Change %
+1.8%
% of All Funds
13.55%
Holding in Top 10
104
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.05%
% of All Funds
2.77%
New
46
Increased
241
Reduced
148
Closed
31
Calls
$1.06M
Puts
$1.32M
Net Calls
-$262K
Net Calls Change
-$262K
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
26
TD Ameritrade Investment Management
Nebraska
$103M -$37.6M -451,973 -27%
Citigroup
27
Citigroup
New York
$93.8M +$9.82M +118,181 +12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$83.5M +$26M +312,660 +46%
IAS
29
INR Advisory Services
Pennsylvania
$81.4M +$3.86M +46,447 +5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$79.8M +$6.3M +75,817 +9%
AA
31
ALPS Advisors
Colorado
$78.9M -$603K -7,253 -0.8%
RJA
32
Raymond James & Associates
Florida
$73M -$1.13M -13,652 -2%
MIH
33
Madison Investment Holdings
Wisconsin
$72.5M +$825K +9,932 +1%
Retirement Systems of Alabama
34
Retirement Systems of Alabama
Alabama
$70.2M
SB
35
Suntrust Banks
Georgia
$69.1M -$53K -638 -0.1%
Vanguard Group
36
Vanguard Group
Pennsylvania
$66.7M +$17.2M +206,583 +35%
AB
37
AT Bancorp
Iowa
$66M +$4.24M +51,009 +7%
IA
38
IndexIQ Advisors
New York
$65.1M -$30.2M -363,729 -32%
AIM
39
Acropolis Investment Management
Missouri
$64.6M +$2.23M +26,819 +4%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$64.2M +$1.87M +22,489 +3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$62.4M +$5.8M +69,802 +10%
TFA
42
Transamerica Financial Advisors
Florida
$56.7M -$12.6M -151,309 -18%
VFP
43
Verus Financial Partners
Virginia
$56.1M +$648K +7,797 +1%
B
44
Bailard
California
$53.3M -$4.25M -51,200 -7%
AEPG
45
American Economic Planning Group
New Jersey
$53.1M +$480K +5,775 +0.9%
PAG
46
Private Advisor Group
New Jersey
$53M +$23.3M +280,450 +81%
AI
47
Atria Investments
North Carolina
$52.6M -$535K -6,439 -1%
AssetMark Inc
48
AssetMark Inc
California
$52.3M -$9.15M -110,083 -15%
M&T Bank
49
M&T Bank
New York
$51.5M +$11.1M +133,064 +28%
EFS
50
Edelman Financial Services
Virginia
$50.6M +$1.46M +17,514 +3%

BND Hedge Fund Activity: Q2 2016 in Review

508 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2016, worth a combined $21.1B — up 3% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 31 closed out — a net gain of 15 holders — while 241 added to existing stakes and 148 trimmed.

The largest buyer was QS Investors, adding an estimated $508M. The largest seller was LPL Financial, cutting an estimated $1.07B.

  • 508 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2016, up from 499 in Q1 2016.
  • Funds reported $21.1B of Vanguard Total Bond Market stock for Q2 2016, up 3% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q2 2016 and 31 closed out, a net change of +15 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2016 was QS Investors, an estimated $508M added.
  • The largest Vanguard Total Bond Market seller in Q2 2016 was LPL Financial, an estimated $1.07B sold.

Based on aggregated 13F filings for Q2 2016.