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Vanguard Total International Bond ETF
BNDX

86 hedge funds and large institutions have $1.43B invested in Vanguard Total International Bond ETF in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

444% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 9

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

46% more capital invested

Capital invested by funds: $981M → $1.43B (+$448M)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

23% more funds holding

Funds holding: 70 → 86 (+16)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
2.5%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
22
Increased
49
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
UBS
Switzerland
+$110M
2
CC
Curian Capital
Colorado
+$55.8M
3
Wells Fargo
Wells Fargo
California
+$42.4M
4
LPL Financial
LPL Financial
California
+$21.8M
5
Citigroup
Citigroup
New York
+$18.8M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$5.94M
2
CIA
Choate Investment Advisors
Massachusetts
-$1.78M
3
Jane Street
Jane Street
New York
-$557K
4
AI
Atria Investments
North Carolina
-$555K
5
AssetMark Inc
AssetMark Inc
California
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$394M +$18.2M +352,051 +5%
U
2
UBS
Switzerland
$163M +$110M +2,124,996 +211%
CC
3
Curian Capital
Colorado
$146M +$55.8M +1,076,920 +62%
Wells Fargo
4
Wells Fargo
California
$53.9M +$42.4M +818,565 +379%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.5M +$9.9M +191,132 +24%
CIA
6
Choate Investment Advisors
Massachusetts
$47.3M -$1.78M -34,460 -4%
Deutsche Bank
7
Deutsche Bank
Germany
$44.8M +$2.08M +40,182 +5%
AAS
8
Annex Advisory Services
Wisconsin
$35.7M +$1.95M +37,585 +6%
Bank of America
9
Bank of America
North Carolina
$32.5M +$9.22M +177,992 +40%
SFPM
10
Sensible Financial Planning & Management
Massachusetts
$31.8M +$31.6M +610,655 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$31.2M +$14.2M +274,273 +84%
Morgan Stanley
12
Morgan Stanley
New York
$30.2M +$16.6M +319,791 +123%
AEPG
13
American Economic Planning Group
New Jersey
$27.7M -$407K -7,858 -1%
AI
14
Atria Investments
North Carolina
$26.2M -$555K -10,728 -2%
SMM
15
Stadion Money Management
Georgia
$25.4M +$3.46M +66,742 +16%
LPL Financial
16
LPL Financial
California
$24.5M +$21.8M +420,322 +862%
Citigroup
17
Citigroup
New York
$19M +$18.8M +363,203 +41,700%
TFA
18
Transamerica Financial Advisors
Florida
$18.5M +$1.22M +23,602 +7%
SG Americas Securities
19
SG Americas Securities
New York
$18.2M +$2.59M +50,000 +17%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$15.9M +$15.8M +304,338 New
Ameriprise
21
Ameriprise
Minnesota
$12.8M +$2.1M +40,489 +20%
JIP
22
Jaffetilchin Investment Partners
Florida
$12.7M +$536K +10,347 +4%
IH
23
IFC Holdings
Florida
$12.5M +$1.26M +24,387 +11%
QA
24
Quantitative Advantage
Minnesota
$12.4M +$12.3M +237,153 New
NPC
25
National Planning Corporation
California
$12.4M +$888K +17,147 +8%
1
2 3 4

BNDX Hedge Fund Activity: Q3 2014 in Review

86 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q3 2014, worth a combined $1.43B — up 46% from $981M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BNDX positions and 6 closed out — a net gain of 16 holders — while 49 added to existing stakes and 9 trimmed.

The largest buyer was UBS, adding an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $5.94M.

  • 86 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q3 2014, up from 70 in Q2 2014.
  • Funds reported $1.43B of Vanguard Total International Bond ETF stock for Q3 2014, up 46% quarter-over-quarter.
  • 22 funds opened new Vanguard Total International Bond ETF positions in Q3 2014 and 6 closed out, a net change of +16 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q3 2014 was UBS, an estimated $110M added.
  • The largest Vanguard Total International Bond ETF seller in Q3 2014 was JP Morgan Chase, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2014.