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Vanguard Total Bond Market

1,066 hedge funds and large institutions have $39.2B invested in Vanguard Total Bond Market in 2020 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 526 increasing their positions, 260 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 52

102% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 260

11% more funds holding

Funds holding: 9581,066 (+108)

10% more funds holding in top 10

Funds holding in top 10: 168184 (+16)

7% more capital invested

Capital invested by funds: $36.7B → $39.2B (+$2.5B)

1.35% less ownership

Funds ownership: 58.56%57.21% (-1.4%)

83% less call options, than puts

Call options by funds: $9.13M | Put options by funds: $54.4M

Holders
1,066
Holders Change
+108
Holders Change %
+11.27%
% of All Funds
18.86%
Holding in Top 10
184
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+9.52%
% of All Funds
3.26%
New
179
Increased
526
Reduced
260
Closed
52
Calls
$9.13M
Puts
$54.4M
Net Calls
-$45.3M
Net Calls Change
-$53.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.2B +$206M +2,345,084 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.69B +$148M +1,685,427 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.15B +$85.5M +971,175 +4%
LPL Financial
4
LPL Financial
California
$1.96B +$227M +2,581,070 +13%
Creative Planning
5
Creative Planning
Kansas
$1.62B +$478M +5,429,050 +42%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.59B +$217M +2,461,024 +16%
MFRM
7
Milliman Financial Risk Management
Illinois
$1.57B -$42.7M -485,508 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.41B +$57M +647,385 +4%
Wells Fargo
9
Wells Fargo
California
$1.33B +$46.4M +527,602 +4%
SEI Investments
10
SEI Investments
Pennsylvania
$1.18B +$81.4M +925,552 +7%
BlackRock
11
BlackRock
New York
$1.18B +$198M +2,253,774 +20%
QI
12
QS Investors
New York
$1.04B +$103M +1,176,063 +11%
Bank of America
13
Bank of America
North Carolina
$786M -$746M -8,481,254 -49%
Vanguard Group
14
Vanguard Group
Pennsylvania
$777M +$23.1M +262,163 +3%
MIS
15
Morningstar Investment Services
Illinois
$556M -$15M -170,063 -3%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$537M +$8.77M +99,654 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$475M +$44.9M +510,742 +10%
AF
18
Allworth Financial
California
$469M +$41M +466,188 +10%
JP Morgan Chase
19
JP Morgan Chase
New York
$458M +$335M +3,802,356 +274%
M&T Bank
20
M&T Bank
New York
$425M +$27.4M +311,754 +7%
RIG
21
RiverFront Investment Group
Virginia
$421M +$5.4M +61,400 +1%
UBS Group
22
UBS Group
Switzerland
$418M +$34.2M +388,518 +9%
Goldman Sachs
23
Goldman Sachs
New York
$417M +$60.2M +684,509 +17%
Ameriprise
24
Ameriprise
Minnesota
$416M -$3.41M -38,793 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$384M +$383M +4,350,000 New

BND Hedge Fund Activity: Q4 2020 in Review

1,066 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2020, worth a combined $39.2B — up 6.8% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new BND positions and 52 closed out — a net gain of 127 holders — while 526 added to existing stakes and 260 trimmed.

The largest buyer was Creative Planning, adding an estimated $478M. The largest seller was Bank of America, cutting an estimated $746M.

  • 1,066 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2020, up from 958 in Q3 2020.
  • Funds reported $39.2B of Vanguard Total Bond Market stock for Q4 2020, up 6.8% quarter-over-quarter.
  • 179 funds opened new Vanguard Total Bond Market positions in Q4 2020 and 52 closed out, a net change of +127 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2020 was Creative Planning, an estimated $478M added.
  • The largest Vanguard Total Bond Market seller in Q4 2020 was Bank of America, an estimated $746M sold.

Based on aggregated 13F filings for Q4 2020.