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Vanguard Total Bond Market
BND

569 hedge funds and large institutions have $22.7B invested in Vanguard Total Bond Market in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 285 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 172

29% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $21.1B → $22.7B (+$1.59B)

3% more funds holding in top 10

Funds holding in top 10: 105 → 108 (+3)

1.33% more ownership

Funds ownership: 63.78% → 65.11% (+1.3%)

1% more funds holding

Funds holding: 565 → 569 (+4)

66% less call options, than puts

Call options by funds: $713K | Put options by funds: $2.11M

Holders
569
Holders Change
+4
Holders Change %
+0.71%
% of All Funds
14.19%
Holding in Top 10
108
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.86%
% of All Funds
2.69%
New
53
Increased
285
Reduced
172
Closed
41
Calls
$713K
Puts
$2.11M
Net Calls
-$1.4M
Net Calls Change
-$2.09M

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$746M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$308M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$164M
4
TC
Toews Corporation
New Jersey
+$108M
5
SEI Investments
SEI Investments
Pennsylvania
+$65.1M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$314M
2
WIM
Windhaven Investment Management
Massachusetts
-$248M
3
USAA
United Services Automobile Association
Texas
-$42.3M
4
Morgan Stanley
Morgan Stanley
New York
-$25.8M
5
MFRM
Milliman Financial Risk Management
Illinois
-$22.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
601
Kings Point Capital Management
New York
– -$97K -1,200 Closed
WA
602
WealthTrust-Arizona
Arizona
– -$83K -1,019 Closed
CCM
603
Cohen Capital Management
California
– -$75K -928 Closed
BIG
604
Bellwether Investment Group
Tennessee
– -$37K -456 Closed
MWM
605
Mascoma Wealth Management
New Hampshire
– -$34K -415 Closed
TCM
606
TD Capital Management
Tennessee
– -$30K -376 Closed
QCG
607
Quadrant Capital Group
Ohio
– -$27K -333 Closed
UWPG
608
Ullmann Wealth Partners Group
Florida
– -$6K -80 Closed
BCM
609
Blume Capital Management
California
– -$4K -45 Closed
MAS
610
Madden Advisory Services
Florida
– -$1K -19 Closed
APSP
611
Asset Planning Services (Pennsylvania)
Pennsylvania
– +$327 +4 New
21 22 23 24
25

BND Hedge Fund Activity: Q2 2017 in Review

569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2017, worth a combined $22.7B — up 7.5% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BND positions and 41 closed out — a net gain of 12 holders — while 285 added to existing stakes and 172 trimmed.

The largest buyer was LPL Financial, adding an estimated $746M. The largest seller was UBS Group, cutting an estimated $314M.

  • 569 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2017, up from 565 in Q1 2017.
  • Funds reported $22.7B of Vanguard Total Bond Market stock for Q2 2017, up 7.5% quarter-over-quarter.
  • 53 funds opened new Vanguard Total Bond Market positions in Q2 2017 and 41 closed out, a net change of +12 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2017 was LPL Financial, an estimated $746M added.
  • The largest Vanguard Total Bond Market seller in Q2 2017 was UBS Group, an estimated $314M sold.

Based on aggregated 13F filings for Q2 2017.