Schwab US Broad Market ETF
SCHB
240 hedge funds and large institutions have $1.62B invested in Schwab US Broad Market ETF in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 110 increasing their positions, 73 reducing their positions, and 23 closing their positions.
1,375% more call options, than puts
Call options by funds: $3.41M | Put options by funds: $231K
51% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 73
17% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 23
10% more capital invested
Capital invested by funds: $1.48B → $1.62B (+$143M)
6% more funds holding in top 10
Funds holding in top 10: 31 → 33 (+2)
3.38% more ownership
Funds ownership: 161.65% → 165.03% (+3.4%)
1% more funds holding
Funds holding: 238 → 240 (+2)
Top Buyers
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$101M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$73.3M |
| 3 |
HP
HT Partners
Centerbrook,
Connecticut
|
+$44.9M |
| 4 |
Betterment LLC
New York
|
+$29.4M |
| 5 |
W
Wealthfront
Palo Alto,
California
|
+$17.8M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIS
251
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$183K | -22,356 | Closed |
|
|
FTUS
252
Flow Traders U.S.
New York
| – | -$72K | -8,808 | Closed |
|
|
AFP
253
Ausdal Financial Partners
Davenport,
Iowa
| – | -$55K | -6,708 | Closed |
|
|
JFA
254
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$40K | -4,884 | Closed |
|
|
DOA
255
D'Orazio & Associates
Falls Church,
Virginia
| – | -$28K | -3,450 | Closed |
|
|
CDIA
256
Capital Directions Investment Advisors
Atlanta,
Georgia
| – | -$11K | -1,350 | Closed |
|
|
EMA
257
Efficient Market Advisors
San Diego,
California
| – | -$5K | -666 | Closed |
|
|
DPA
258
Delphi Private Advisors
San Diego,
California
| – | -$5K | -600 | Closed |
|
259
JP Morgan Chase
New York
| – | -$3K | -402 | Closed |
|
|
CCS
260
Crosspoint Capital Strategies
Orinda,
California
| – | -$3K | -330 | Closed |
|
|
KCPG
261
Kavar Capital Partners Group
Leawood,
Kansas
| – | -$1K | -174 | Closed |
|
|
NMIS
262
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$1K | -150 | Closed |
|
SCHB Hedge Fund Activity: Q1 2016 in Review
240 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2016, worth a combined $1.62B — up 9.7% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHB positions and 23 closed out — a net gain of 4 holders — while 110 added to existing stakes and 73 trimmed.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $101M. The largest seller was Bank of America, cutting an estimated $31.5M.
- 240 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2016, up from 238 in Q4 2015.
- Funds reported $1.62B of Schwab US Broad Market ETF stock for Q1 2016, up 9.7% quarter-over-quarter.
- 27 funds opened new Schwab US Broad Market ETF positions in Q1 2016 and 23 closed out, a net change of +4 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2016 was Mirae Asset Global Investments, an estimated $101M added.
- The largest Schwab US Broad Market ETF seller in Q1 2016 was Bank of America, an estimated $31.5M sold.
Based on aggregated 13F filings for Q1 2016.