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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 %
AUIM
1
Aegon USA Investment Management
Iowa
$3.36B +$773M +9,521,075 +30%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.68B +$201M +2,476,773 +8%
WIM
3
Windhaven Investment Management
Massachusetts
$1.31B -$11.6M -143,464 -0.9%
Wells Fargo
4
Wells Fargo
California
$642M +$11M +135,766 +2%
State Street
5
State Street
Massachusetts
$470M -$30.6M -377,096 -6%
BlackRock
6
BlackRock
New York
$427M – – –
U
7
UBS
Switzerland
$345M -$55.4M -682,902 -14%
Morgan Stanley
8
Morgan Stanley
New York
$345M +$13.1M +161,036 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$238M +$62.4M +768,613 +36%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$202M +$3.21M +39,496 +2%
QLMGAA
11
QS Legg Mason Global Asset Allocation
New York
$198M +$28.8M +355,259 +17%
LPL Financial
12
LPL Financial
California
$171M +$118K +1,451 +0.1%
Bank of America
13
Bank of America
North Carolina
$152M +$3.59M +44,248 +2%
IA
14
IndexIQ Advisors
New York
$150M +$33M +405,847 +28%
Citigroup
15
Citigroup
New York
$117M -$5.73M -70,597 -5%
MIS
16
Morningstar Investment Services
Illinois
$105M +$10.1M +123,875 +11%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$102M +$8.57M +105,533 +9%
BOH
18
Bank of Hawaii
Hawaii
$99.2M -$1.63M -20,048 -2%
AA
19
ALPS Advisors
Colorado
$98.1M -$5.6M -68,915 -5%
LNC
20
Lincoln National Corp
Pennsylvania
$96M +$12.9M +158,707 +16%
Retirement Systems of Alabama
21
Retirement Systems of Alabama
Alabama
$95.8M – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$84.9M -$5.14M -63,309 -6%
SB
23
Suntrust Banks
Georgia
$80.3M -$42.1K -518 -0.1%
TFA
24
Transamerica Financial Advisors
Florida
$75.7M +$8.25M +101,620 +12%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$63.3M +$16.7M +205,742 +36%
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