We are live on ! Find out more
BND icon

Vanguard Total Bond Market

1,074 hedge funds and large institutions have $40.3B invested in Vanguard Total Bond Market in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 512 increasing their positions, 353 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

758% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $1.96M

45% more repeat investments, than reductions

Existing positions increased: 512 | Existing positions reduced: 353

21% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 80

3% more capital invested

Capital invested by funds: $39.2B → $40.3B (+$1.08B)

1% more funds holding

Funds holding: 1,0661,074 (+8)

0.63% less ownership

Funds ownership: 57.21%56.58% (-0.63%)

4% less funds holding in top 10

Funds holding in top 10: 184176 (-8)

Holders
1,074
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
18.86%
Holding in Top 10
176
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-4.35%
% of All Funds
3.09%
New
97
Increased
512
Reduced
353
Closed
80
Calls
$16.8M
Puts
$1.96M
Net Calls
+$14.9M
Net Calls Change
+$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.29B +$212M +2,454,288 +7%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.86B +$276M +3,198,837 +10%
Morgan Stanley
3
Morgan Stanley
New York
$2.12B +$55.7M +645,596 +3%
Creative Planning
4
Creative Planning
Kansas
$2.07B +$516M +5,977,766 +32%
LPL Financial
5
LPL Financial
California
$1.96B +$78.9M +914,863 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.56B +$213M +2,469,324 +15%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53B -$4.15M -48,089 -0.3%
MFRM
8
Milliman Financial Risk Management
Illinois
$1.49B -$17.3M -201,121 -1%
Wells Fargo
9
Wells Fargo
California
$1.38B +$100M +1,162,805 +8%
Bank of America
10
Bank of America
North Carolina
$1.31B +$560M +6,493,064 +73%
BlackRock
11
BlackRock
New York
$1.2B +$65.6M +760,732 +6%
SEI Investments
12
SEI Investments
Pennsylvania
$1.18B
QI
13
QS Investors
New York
$955M -$48.3M -560,578 -5%
JP Morgan Chase
14
JP Morgan Chase
New York
$866M +$434M +5,034,490 +97%
Vanguard Group
15
Vanguard Group
Pennsylvania
$838M +$93.3M +1,081,593 +12%
MIS
16
Morningstar Investment Services
Illinois
$541M +$5.87M +68,086 +1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$518M +$2.41M +27,899 +0.5%
AF
18
Allworth Financial
California
$481M +$31M +360,025 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$472M +$15.7M +182,037 +3%
M&T Bank
20
M&T Bank
New York
$440M +$32.7M +379,697 +8%
Goldman Sachs
21
Goldman Sachs
New York
$405M +$4.14M +47,973 +1%
RIG
22
RiverFront Investment Group
Virginia
$402M -$2.68M -31,123 -0.7%
UBS Group
23
UBS Group
Switzerland
$365M -$37.5M -434,760 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$362M +$43.2M +500,928 +13%
LNC
25
Lincoln National Corp
Pennsylvania
$348M +$27.1M +314,513 +8%

BND Hedge Fund Activity: Q1 2021 in Review

1,074 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2021, worth a combined $40.3B — up 2.8% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BND positions and 80 closed out — a net gain of 17 holders — while 512 added to existing stakes and 353 trimmed.

The largest buyer was Bank of America, adding an estimated $560M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $384M sold.

  • 1,074 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2021, up from 1,066 in Q4 2020.
  • Funds reported $40.3B of Vanguard Total Bond Market stock for Q1 2021, up 2.8% quarter-over-quarter.
  • 97 funds opened new Vanguard Total Bond Market positions in Q1 2021 and 80 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2021 was Bank of America, an estimated $560M added.
  • The largest Vanguard Total Bond Market seller in Q1 2021 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $384M sold.

Based on aggregated 13F filings for Q1 2021.