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Vanguard Total Bond Market

583 hedge funds and large institutions have $24.2B invested in Vanguard Total Bond Market in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 284 increasing their positions, 174 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 174

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

7% more capital invested

Capital invested by funds: $22.7B → $24.2B (+$1.49B)

6% more funds holding in top 10

Funds holding in top 10: 109115 (+6)

2% more funds holding

Funds holding: 570583 (+13)

2.28% more ownership

Funds ownership: 65.35%67.63% (+2.3%)

5% more call options, than puts

Call options by funds: $541K | Put options by funds: $516K

Holders
583
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
14.53%
Holding in Top 10
115
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.5%
% of All Funds
2.87%
New
55
Increased
284
Reduced
174
Closed
35
Calls
$541K
Puts
$516K
Net Calls
+$25K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
101
Mariner Independent Advisor Network
Kansas
$20.2M +$5.87M +71,516 +41%
FAN
102
Financial Advisors Network
California
$19M +$356K +4,337 +2%
HighTower Advisors
103
HighTower Advisors
Illinois
$18.9M -$6.25M -76,137 -25%
BSWM
104
Boston Standard Wealth Management
Massachusetts
$18.5M +$931K +11,345 +5%
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$17.7M -$5.84M -71,200 -25%
CWM
106
Cornerstone Wealth Management
Missouri
$16.7M +$584K +7,121 +4%
PFM
107
Phillips Financial Management
Indiana
$16.4M -$45.6K -556 -0.3%
MNA
108
Manning & Napier Advisors
New York
$16.1M
JP Morgan Chase
109
JP Morgan Chase
New York
$15.9M -$1.25M -15,231 -7%
KL
110
KWMG LLC
Kansas
$15.8M +$772K +9,407 +5%
CCM
111
Coldstream Capital Management
Washington
$15.7M +$1.62M +19,688 +11%
CPO
112
Cerity Partners OCIO
New York
$15.5M +$624K +7,601 +4%
CA
113
Cetera Advisors
Colorado
$15.5M +$679K +8,279 +5%
TFF
114
The Family Firm
Maryland
$15.4M -$39K -476 -0.3%
MI
115
Mercer Investments
Massachusetts
$15.2M -$1.03M -12,517 -6%
PFA
116
Pure Financial Advisors
California
$14.8M +$164K +1,999 +1%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$14.2M +$12.2M +148,143 +601%
SFG
118
StrategIQ Financial Group
Indiana
$13.8M +$1.48M +18,083 +12%
FWM
119
Focused Wealth Management
New York
$13.6M +$1.73M +21,090 +15%
RW
120
Rand Wealth
Maryland
$13.5M +$683K +8,329 +5%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$13.4M -$433K -5,274 -3%
BCM
122
Bluefin Capital Management
New York
$13.2M +$13.3M +161,645 New
SFPM
123
Sensible Financial Planning & Management
Massachusetts
$12.8M +$4.29M +52,236 +50%
HDIM
124
Hanson & Doremus Investment Management
Vermont
$12.8M +$1.33M +16,154 +12%
LFA
125
Landmark Financial Advisors
Kentucky
$12.5M +$395K +4,814 +3%

BND Hedge Fund Activity: Q3 2017 in Review

583 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2017, worth a combined $24.2B — up 6.6% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BND positions and 35 closed out — a net gain of 20 holders — while 284 added to existing stakes and 174 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $681M. The largest seller was Toews Corporation, cutting an estimated $85.5M.

  • 583 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2017, up from 570 in Q2 2017.
  • Funds reported $24.2B of Vanguard Total Bond Market stock for Q3 2017, up 6.6% quarter-over-quarter.
  • 55 funds opened new Vanguard Total Bond Market positions in Q3 2017 and 35 closed out, a net change of +20 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2017 was Envestnet Asset Management, an estimated $681M added.
  • The largest Vanguard Total Bond Market seller in Q3 2017 was Toews Corporation, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2017.