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Vanguard Total International Bond ETF
BNDX

130 hedge funds and large institutions have $2.22B invested in Vanguard Total International Bond ETF in 2014 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 52 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

613% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 8

206% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 17

67% more funds holding in top 10

Funds holding in top 10: 12 → 20 (+8)

55% more capital invested

Capital invested by funds: $1.43B → $2.22B (+$786M)

51% more funds holding

Funds holding: 86 → 130 (+44)

Holders
130
Holders Change
+44
Holders Change %
+51.16%
% of All Funds
3.47%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.53%
New
57
Increased
52
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$120M
2
WIM
Windhaven Investment Management
Massachusetts
+$98.6M
3
MAA
Managed Account Advisors
New Jersey
+$74.7M
4
Creative Planning
Creative Planning
Kansas
+$64.6M
5
Barclays
Barclays
United Kingdom
+$43.9M

Top Sellers

1
Citigroup
Citigroup
New York
-$19.1M
2
SG Americas Securities
SG Americas Securities
New York
-$18.2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$15.9M
4
SFPM
Sensible Financial Planning & Management
Massachusetts
-$11.6M
5
CC
Curian Capital
Colorado
-$8.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$467M +$64.6M +1,228,734 +16%
UBS Group
2
UBS Group
Switzerland
$284M +$281M +5,356,180 New
Bank of America
3
Bank of America
North Carolina
$154M +$120M +2,281,701 +365%
CC
4
Curian Capital
Colorado
$140M -$8.46M -161,046 -6%
WIM
5
Windhaven Investment Management
Massachusetts
$99.7M +$98.6M +1,877,646 New
MAA
6
Managed Account Advisors
New Jersey
$78.5M +$74.7M +1,422,471 +2,577%
Betterment LLC
7
Betterment LLC
New York
$68.2M +$67.4M +1,283,857 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$64.6M +$12M +227,631 +23%
Wells Fargo
9
Wells Fargo
California
$61.5M +$6.48M +123,365 +12%
CIA
10
Choate Investment Advisors
Massachusetts
$44.9M -$3.32M -63,181 -7%
Barclays
11
Barclays
United Kingdom
$44.3M +$43.9M +836,528 New
Deutsche Bank
12
Deutsche Bank
Germany
$40.4M -$5.26M -100,180 -12%
Morgan Stanley
13
Morgan Stanley
New York
$39M +$8.09M +153,979 +27%
AAS
14
Annex Advisory Services
Wisconsin
$37.7M +$1.29M +24,560 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$32.4M +$603K +11,474 +2%
VA
16
Valmark Advisers
Ohio
$32M +$31.7M +602,451 New
SMM
17
Stadion Money Management
Georgia
$29M +$3.11M +59,154 +12%
AEPG
18
American Economic Planning Group
New Jersey
$27.9M -$328K -6,242 -1%
AI
19
Atria Investments
North Carolina
$27M +$292K +5,566 +1%
LPL Financial
20
LPL Financial
California
$23.2M -$1.74M -33,044 -7%
PWAG
21
Polaris Wealth Advisory Group
California
$22.2M +$22M +418,830 New
SFPM
22
Sensible Financial Planning & Management
Massachusetts
$20.7M -$11.6M -220,176 -36%
JIP
23
Jaffetilchin Investment Partners
Florida
$19.4M +$6.41M +121,955 +50%
TFA
24
Transamerica Financial Advisors
Florida
$18.8M -$88.9K -1,693 -0.5%
NA
25
Nottingham Advisors
New York
$18.1M +$17.8M +339,169 New
1
2 3 4 5

BNDX Hedge Fund Activity: Q4 2014 in Review

130 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total International Bond ETF (BNDX) for Q4 2014, worth a combined $2.22B — up 55% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BNDX positions and 8 closed out — a net gain of 49 holders — while 52 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $120M. The largest seller was Citigroup, cutting an estimated $19.1M.

  • 130 institutional investors held Vanguard Total International Bond ETF (BNDX) as of Q4 2014, up from 86 in Q3 2014.
  • Funds reported $2.22B of Vanguard Total International Bond ETF stock for Q4 2014, up 55% quarter-over-quarter.
  • 57 funds opened new Vanguard Total International Bond ETF positions in Q4 2014 and 8 closed out, a net change of +49 holders.
  • The largest Vanguard Total International Bond ETF buyer in Q4 2014 was Bank of America, an estimated $120M added.
  • The largest Vanguard Total International Bond ETF seller in Q4 2014 was Citigroup, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2014.