Schwab US Aggregate Bond ETF
SCHZ
SCHZ
321 hedge funds and large institutions have $1.7B invested in Schwab US Aggregate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 62 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
24% more capital invested
Capital invested by funds: $1.36B → $1.7B (+$333M)
4.82% more ownership
Funds ownership: 64.06% → 68.88% (+4.8%)
Holders
321
Holding in Top 10
43
Calls
–
Puts
–
Top Buyers
| 1 | +$33.7M | |
| 2 | +$24.7M | |
| 3 | +$23.5M | |
| 4 |
Mariner
Overland Park,
Kansas
|
+$14.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.5M |
Top Sellers
| 1 | -$19M | |
| 2 | -$16.8M | |
| 3 | -$5.98M | |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$5M |
| 5 |
Morgan Stanley
New York
|
-$3.5M |