Schwab Intermediately-Term US Treasury ETF
SCHR
287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 85
9% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 34
2% less funds holding
Funds holding: 294 → 287 (-7)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
6.84% less ownership
Funds ownership: 147.44% → 140.6% (-6.8%)
17% less capital invested
Capital invested by funds: $2.91B → $2.41B (-$494M)
Top Buyers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.1M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$25.7M |
| 3 |
Jane Street
New York
|
+$16.4M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$14.7M |
| 5 |
YAL
Your Advocates Ltd
Houston,
Texas
|
+$10.7M |
Top Sellers
SCHR Hedge Fund Activity: Q2 2021 in Review
287 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2021, worth a combined $2.41B — down 17% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SCHR and 31 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 116 added.
The largest buyer was Ameriprise, adding an estimated $30.1M. The largest seller was JP Morgan Chase, cutting an estimated $630M.
- 287 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2021, down from 294 in Q1 2021.
- Funds reported $2.41B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2021, down 17% quarter-over-quarter.
- 31 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2021 and 34 closed out, a net change of -3 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2021 was Ameriprise, an estimated $30.1M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2021 was JP Morgan Chase, an estimated $630M sold.
Based on aggregated 13F filings for Q2 2021.