Schwab US Aggregate Bond ETF
SCHZ
458 hedge funds and large institutions have $3.68B invested in Schwab US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 184 reducing their positions, and 43 closing their positions.
10% more capital invested
Capital invested by funds: $3.34B → $3.68B (+$348M)
1.06% more ownership
Funds ownership: 91.1% → 92.17% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 184
2% less funds holding
Funds holding: 468 → 458 (-10)
16% less funds holding in top 10
Funds holding in top 10: 63 → 53 (-10)
16% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$188M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$72M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.5M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$33.4M |
| 5 |
BlackRock
New York
|
+$30.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$79.5M |
| 2 |
Jane Street
New York
|
-$70.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$57.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$51M |
| 5 |
TF
TimeScale Financial
Danvers,
Massachusetts
|
-$45.9M |
SCHZ Hedge Fund Activity: Q2 2020 in Review
458 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q2 2020, worth a combined $3.68B — up 10% from $3.34B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of SCHZ and 36 opened new positions — a net loss of 7 holders — while 184 trimmed existing stakes and 186 added.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $188M. The largest seller was Osaic Holdings, cutting an estimated $79.5M.
- 458 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q2 2020, down from 468 in Q1 2020.
- Funds reported $3.68B of Schwab US Aggregate Bond ETF stock for Q2 2020, up 10% quarter-over-quarter.
- 36 funds opened new Schwab US Aggregate Bond ETF positions in Q2 2020 and 43 closed out, a net change of -7 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q2 2020 was Milliman Financial Risk Management, an estimated $188M added.
- The largest Schwab US Aggregate Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $79.5M sold.
Based on aggregated 13F filings for Q2 2020.