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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
126
$2.01M
127
$1.98M
128
$1.95M
129
$1.89M
130
$1.86M
131
$1.86M
132
$1.82M
133
$1.78M
134
$1.75M
135
$1.75M
136
$1.72M
137
$1.7M
138
$1.67M
139
$1.66M
140
$1.62M
141
$1.61M
142
$1.59M
143
$1.54M
144
$1.46M
145
$1.44M
146
$1.42M
147
$1.41M
148
$1.41M
149
$1.39M
150
$1.27M