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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 %
DS
51
DRW Securities
Illinois
$26.4M +$26.4M +324,691 New
NYLIM
52
New York Life Investment Management
New York
$25.9M +$495K +6,100 +2%
SF
53
Synovus Financial
Georgia
$25.1M +$724K +8,923 +3%
GI
54
Gradient Investments
Minnesota
$24.5M +$3.05M +37,554 +14%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.2M -$7.17M -88,331 -24%
KAM
56
Keeley Asset Management
Illinois
$21.7M – – –
BAAM
57
Baker Avenue Asset Management
California
$21.1M +$3.39M +41,791 +19%
PFM
58
Phillips Financial Management
Indiana
$20.9M -$492K -6,055 -2%
DJSG
59
D.J. St. Germain
Massachusetts
$20.5M -$2.71M -33,435 -12%
RVP
60
Relative Value Partners
Illinois
$19.9M +$11.7M +143,912 +142%
PI
61
Placemark Investments
Illinois
$17M +$14.8M +182,800 +686%
HI
62
Horizon Investments
North Carolina
$16.9M +$5.54M +68,261 +49%
NIA
63
Northstar Investment Advisors
Colorado
$16.6M -$41K -505 -0.2%
IG
64
ING Group
Netherlands
$16.2M +$4.06M +50,000 +33%
F
65
Filament
Washington
$15.8M -$221K -2,719 -1%
BC
66
Brinker Capital
Pennsylvania
$13.4M -$1.62M -19,998 -11%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$13.1M -$34.7M -427,634 -73%
RJA
68
Raymond James & Associates
Florida
$12.7M +$4.06M +49,997 +47%
JRP
69
Jasper Ridge Partners
California
$12.3M -$28.4M -350,221 -70%
QI
70
QS Investors
New York
$12.3M -$1.24M -15,280 -9%
TCM
71
Twin Capital Management
Pennsylvania
$12M +$350K +4,310 +3%
AI
72
Accredited Investors
Minnesota
$11.6M +$281K +3,464 +2%
KFS
73
KMS Financial Services
Washington
$11.5M -$761K -9,369 -6%
LWM
74
LBA Wealth Management
Florida
$10.2M +$1.31M +16,180 +15%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$10.1M +$3.2M +39,401 +46%
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3
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