Schwab US Aggregate Bond ETF
SCHZ
315 hedge funds and large institutions have $1.96B invested in Schwab US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 172 increasing their positions, 75 reducing their positions, and 41 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 75
23% more funds holding in top 10
Funds holding in top 10: 43 → 53 (+10)
15% more capital invested
Capital invested by funds: $1.7B → $1.96B (+$258M)
7.86% more ownership
Funds ownership: 68.88% → 76.75% (+7.9%)
2% less funds holding
Funds holding: 321 → 315 (-6)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$178M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$48.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.7M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$17.1M |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$25.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$22.3M |
| 4 |
AWS
AJ Wealth Strategies
New York
|
-$14M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$13.3M |
SCHZ Hedge Fund Activity: Q1 2018 in Review
315 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2018, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of SCHZ and 35 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 172 added.
The largest buyer was Milliman Financial Risk Management, opening a new position worth an estimated $178M. The largest seller was Jane Street, cutting an estimated $25.1M.
- 315 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2018, down from 321 in Q4 2017.
- Funds reported $1.96B of Schwab US Aggregate Bond ETF stock for Q1 2018, up 15% quarter-over-quarter.
- 35 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2018 and 41 closed out, a net change of -6 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2018 was Milliman Financial Risk Management, an estimated $178M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2018 was Jane Street, an estimated $25.1M sold.
Based on aggregated 13F filings for Q1 2018.