BND icon

Vanguard Total Bond Market
BND

Overview Fund Activity

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.52%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
–
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$2.92B
2
AUIM
Aegon USA Investment Management
Iowa
$3.53B
3
U
UBS
Switzerland
$481M
4
SCM
Saba Capital Management
New York
$93.8M
5
Bank of America
Bank of America
North Carolina
$214M

Top Sellers

1
State Street
State Street
Massachusetts
$399M
2
MIH
Madison Investment Holdings
Wisconsin
$0
3
WCM
Weatherstone Capital Management
Colorado
$14.4M
4
PPA
Parametric Portfolio Associates
Washington
$8.53M
5
WCM
Windham Capital Management
Massachusetts
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUIM
1
Aegon USA Investment Management
Iowa
$3.53B +$135M +1,647,571 +4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$2.92B +$203M +2,474,513 +7%
WIM
3
Windhaven Investment Management
Massachusetts
$1.37B +$42.9M +521,924 +3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$705M +$40.5M +492,709 +6%
Wells Fargo
5
Wells Fargo
California
$662M +$11.8M +143,194 +2%
U
6
UBS
Switzerland
$481M +$131M +1,596,262 +38%
BlackRock
7
BlackRock
New York
$433M – – –
State Street
8
State Street
Massachusetts
$399M -$77.4M -941,493 -16%
Morgan Stanley
9
Morgan Stanley
New York
$377M +$27.7M +336,440 +8%
QLMGAA
10
QS Legg Mason Global Asset Allocation
New York
$238M +$37.1M +451,376 +18%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$222M -$19.3M -234,997 -8%
Bank of America
12
Bank of America
North Carolina
$214M +$60.2M +731,669 +39%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$209M +$3.8M +46,160 +2%
IA
14
IndexIQ Advisors
New York
$179M +$26.6M +323,761 +17%
LPL Financial
15
LPL Financial
California
$174M +$897K +10,907 +0.5%
Citigroup
16
Citigroup
New York
$117M -$1.75M -21,327 -1%
MIS
17
Morningstar Investment Services
Illinois
$115M +$9.01M +109,569 +9%
LNC
18
Lincoln National Corp
Pennsylvania
$108M +$11.1M +135,236 +11%
BOH
19
Bank of Hawaii
Hawaii
$102M +$1.94M +23,564 +2%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$97.5M -$5.55M -67,441 -5%
AA
21
ALPS Advisors
Colorado
$96.3M -$3.04M -36,925 -3%
SCM
22
Saba Capital Management
New York
$93.8M +$93.8M +1,140,580 New
SB
23
Suntrust Banks
Georgia
$90.6M +$9.24M +112,409 +11%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$82.4M +$18.3M +222,821 +29%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$82.3M -$3.64M -44,230 -4%
1
2 3 4 5