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Vanguard Total Bond Market

885 hedge funds and large institutions have $30.5B invested in Vanguard Total Bond Market in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 357 increasing their positions, 342 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $5.16M | Put options by funds: $2.98M

28% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 134158 (+24)

4% more repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 342

2% more capital invested

Capital invested by funds: $30.1B → $30.5B (+$481M)

1% more funds holding

Funds holding: 879885 (+6)

0.42% less ownership

Funds ownership: 61.78%61.37% (-0.42%)

Holders
885
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
19.5%
Holding in Top 10
158
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+17.91%
% of All Funds
3.48%
New
102
Increased
357
Reduced
342
Closed
80
Calls
$5.16M
Puts
$2.98M
Net Calls
+$2.18M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.87B -$437M -5,142,988 -13%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.99B -$141M -1,657,911 -7%
Morgan Stanley
3
Morgan Stanley
New York
$1.87B +$1.15B +13,558,423 +162%
Wells Fargo
4
Wells Fargo
California
$1.77B -$102M -1,202,684 -5%
LPL Financial
5
LPL Financial
California
$1.5B -$24.9M -292,733 -2%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.44B +$68.6M +807,854 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.26B -$17.8M -209,173 -1%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.07B -$938M -11,045,661 -47%
BlackRock
9
BlackRock
New York
$1.04B -$225M -2,653,914 -18%
SEI Investments
10
SEI Investments
Pennsylvania
$1.02B -$73.3M -862,865 -7%
QI
11
QS Investors
New York
$725M -$148M -1,742,023 -17%
Vanguard Group
12
Vanguard Group
Pennsylvania
$597M +$44.5M +523,334 +8%
Bank of America
13
Bank of America
North Carolina
$587M +$30.9M +363,801 +6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$496M -$8.15M -95,892 -2%
MIS
15
Morningstar Investment Services
Illinois
$466M -$7.33M -86,288 -2%
State Street
16
State Street
Massachusetts
$352M -$52.2M -614,768 -13%
Ameriprise
17
Ameriprise
Minnesota
$328M +$48.9M +575,491 +18%
Goldman Sachs
18
Goldman Sachs
New York
$324M +$28M +330,000 +10%
AF
19
Allworth Financial
California
$323M +$322M +3,788,315 +233,558%
Creative Planning
20
Creative Planning
Kansas
$317M +$103M +1,207,980 +48%
M&T Bank
21
M&T Bank
New York
$300M +$298M +3,510,345 New
LNC
22
Lincoln National Corp
Pennsylvania
$298M +$607K +7,147 +0.2%
UBS Group
23
UBS Group
Switzerland
$284M -$37.8M -444,784 -12%
Citigroup
24
Citigroup
New York
$263M -$16.9M -198,997 -6%
Osaic Holdings
25
Osaic Holdings
Arizona
$256M +$405M +4,764,864 New

BND Hedge Fund Activity: Q1 2020 in Review

885 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2020, worth a combined $30.5B — up 1.6% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BND positions and 80 closed out — a net gain of 22 holders — while 357 added to existing stakes and 342 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.15B. The largest seller was Milliman Financial Risk Management, cutting an estimated $938M.

  • 885 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2020, up from 879 in Q4 2019.
  • Funds reported $30.5B of Vanguard Total Bond Market stock for Q1 2020, up 1.6% quarter-over-quarter.
  • 102 funds opened new Vanguard Total Bond Market positions in Q1 2020 and 80 closed out, a net change of +22 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2020 was Morgan Stanley, an estimated $1.15B added.
  • The largest Vanguard Total Bond Market seller in Q1 2020 was Milliman Financial Risk Management, an estimated $938M sold.

Based on aggregated 13F filings for Q1 2020.