Schwab US Aggregate Bond ETF
SCHZ
105 hedge funds and large institutions have $271M invested in Schwab US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 8 closing their positions.
350% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 8
163% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 16
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
54% more capital invested
Capital invested by funds: $175M → $271M (+$95.2M)
35.69% more ownership
Funds ownership: 41.45% → 77.14% (+36%)
35% more funds holding
Funds holding: 78 → 105 (+27)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HDIM
101
Hanson & Doremus Investment Management
Burlington,
Vermont
| $1K | – | – | – |
|
|
PIA
102
Peachtree Investment Advisors
Atlanta,
Georgia
| $1K | – | – | – |
|
|
BRWA
103
B. Riley Wealth Advisors
Boca Raton,
Florida
| $194 | +$193K | +7,398 | New |
|
104
Jane Street
New York
| – | -$8.02M | -309,706 | Closed |
|
|
RMA
105
Roffman Miller Associates
Philadelphia,
Pennsylvania
| – | -$1.21M | -46,620 | Closed |
|
|
APCM
106
Alaska Permanent Capital Management
Anchorage,
Alaska
| – | -$1.05M | -40,734 | Closed |
|
107
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$451K | -17,424 | Closed |
|
|
PI
108
Placemark Investments
Chicago,
Illinois
| – | -$327K | -12,646 | Closed |
|
|
PAG
109
Pinnacle Advisory Group
Columbia,
Maryland
| – | -$207K | -8,030 | Closed |
|
|
WA
110
WealthTrust-Arizona
Scottsdale,
Arizona
| – | -$1K | -50 | Closed |
|
111
Parallax Volatility Advisers
San Francisco,
California
| – | +$52 | +2 | New |
|
|
W
112
Wealthfront
Palo Alto,
California
| – | +$313 | +12 | New |
|
SCHZ Hedge Fund Activity: Q4 2014 in Review
105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q4 2014, worth a combined $271M — up 54% from $175M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHZ positions and 8 closed out — a net gain of 28 holders — while 42 added to existing stakes and 16 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $26M. The largest seller was Homrich & Berg, cutting an estimated $13.7M.
- 105 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q4 2014, up from 78 in Q3 2014.
- Funds reported $271M of Schwab US Aggregate Bond ETF stock for Q4 2014, up 54% quarter-over-quarter.
- 36 funds opened new Schwab US Aggregate Bond ETF positions in Q4 2014 and 8 closed out, a net change of +28 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q4 2014 was United Capital Financial Advisors, an estimated $26M added.
- The largest Schwab US Aggregate Bond ETF seller in Q4 2014 was Homrich & Berg, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2014.