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Schwab Intermediately-Term US Treasury ETF

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

5.16% less ownership

Funds ownership: 174.68%169.51% (-5.2%)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

31% less call options, than puts

Call options by funds: $152K | Put options by funds: $221K

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152K
Puts
$221K
Net Calls
Net Calls Change

Top Sellers

1 -$47.2M
2 -$26.8M
3 -$25.1M
4
Morgan Stanley
Morgan Stanley
New York
-$24.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$3.19M
102
$3.18M
103
$2.89M
104
$2.86M
105
$2.83M
106
$2.79M
107
$2.75M
108
$2.74M
109
$2.74M
110
$2.71M
111
$2.68M
112
$2.61M
113
$2.43M
114
$2.4M
115
$2.37M
116
$2.33M
117
$2.32M
118
$2.27M
119
$2.26M
120
$2.18M
121
$2.18M
122
$2.09M
123
$2.07M
124
$2.02M
125
$2.02M