Schwab US Aggregate Bond ETF
SCHZ
468 hedge funds and large institutions have $3.34B invested in Schwab US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 156 increasing their positions, 210 reducing their positions, and 40 closing their positions.
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
21% more funds holding in top 10
Funds holding in top 10: 52 → 63 (+11)
2% more funds holding
Funds holding: 457 → 468 (+11)
1% more capital invested
Capital invested by funds: $3.31B → $3.34B (+$29.1M)
0.85% more ownership
Funds ownership: 90.25% → 91.1% (+0.85%)
26% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$69.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$65.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$44.8M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
+$20.3M |
| 5 |
BCM
Bluefin Capital Management
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$184M |
| 2 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$25.4M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$17.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$16.4M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$16M |
SCHZ Hedge Fund Activity: Q1 2020 in Review
468 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Aggregate Bond ETF (SCHZ) for Q1 2020, worth a combined $3.34B — up 0.88% from $3.31B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SCHZ positions and 40 closed out — a net gain of 19 holders — while 156 added to existing stakes and 210 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $69.8M. The largest seller was Milliman Financial Risk Management, exiting entirely with an estimated $184M sold.
- 468 institutional investors held Schwab US Aggregate Bond ETF (SCHZ) as of Q1 2020, up from 457 in Q4 2019.
- Funds reported $3.34B of Schwab US Aggregate Bond ETF stock for Q1 2020, up 0.88% quarter-over-quarter.
- 59 funds opened new Schwab US Aggregate Bond ETF positions in Q1 2020 and 40 closed out, a net change of +19 holders.
- The largest Schwab US Aggregate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $69.8M added.
- The largest Schwab US Aggregate Bond ETF seller in Q1 2020 was Milliman Financial Risk Management, an estimated $184M sold.
Based on aggregated 13F filings for Q1 2020.