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Schwab US Broad Market ETF
SCHB

432 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 14

388% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $219K

100% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 95

21% more funds holding

Funds holding: 356 → 432 (+76)

20% more funds holding in top 10

Funds holding in top 10: 51 → 61 (+10)

10% more capital invested

Capital invested by funds: $3.86B → $4.24B (+$378M)

3.03% more ownership

Funds ownership: 221.26% → 224.29% (+3%)

Holders
432
Holders Change
+76
Holders Change %
+21.35%
% of All Funds
9.8%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.38%
New
93
Increased
190
Reduced
95
Closed
14
Calls
$1.07M
Puts
$219K
Net Calls
+$850K
Net Calls Change
-$673K

Top Buyers

1
W
Wealthfront
California
+$14.4M
2
Jane Street
Jane Street
New York
+$13.9M
3
FPCG
Fort Pitt Capital Group
Pennsylvania
+$11.7M
4
LPL Financial
LPL Financial
California
+$8.08M
5
TSS
Two Sigma Securities
New York
+$4.62M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$35.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$23.1M
3
HP
HT Partners
Connecticut
-$17.8M
4
Betterment LLC
Betterment LLC
New York
-$3.71M
5
SIA
Starfire Investment Advisers
Michigan
-$3.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
426
Anchor Investment Management
South Carolina
$1.74K – – –
VDFA
427
Vickerman & Driscoll Financial Advisors
Washington
$1K +$503 +48 New
BC
428
Barnett & Company
Tennessee
$1K +$566 +54 New
DSC
429
Duncker Streett & Co
Missouri
$1K +$944 +90 New
TFA
430
Toth Financial Advisory
Virginia
$1K +$944 +90 New
CA
431
Calton & Associates
Florida
$1K +$1.01K +96 New
SIA
432
Starfire Investment Advisers
Michigan
– -$3.26M -321,576 Closed
PV
433
Private Vista
Illinois
– -$2.75M -270,600 Closed
YMRC
434
Yorktown Management & Research Company
Virginia
– -$1.52M -150,000 Closed
PFA
435
Pure Financial Advisors
California
– -$751K -73,950 Closed
NPC
436
National Planning Corporation
California
– -$591K -58,218 Closed
VF
437
Virtu Financial
New York
– -$280K -27,576 Closed
KeyBank National Association
438
KeyBank National Association
Ohio
– -$238K -23,454 Closed
FIM
439
Frontier Investment Management
Texas
– -$218K -21,486 Closed
GT
440
Glenmede Trust
Pennsylvania
– -$177K -17,514 Closed
GBBWRPM
441
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$127K -12,558 Closed
AC
442
Alexandria Capital
Virginia
– -$102K -10,008 Closed
OAM
443
Oppenheimer Asset Management
New York
– -$59K -5,790 Closed
NIC
444
Northwest Investment Counselors
Oregon
– -$15K -1,500 Closed
BA
445
Bristlecone Advisors
Washington
– -$1K -126 Closed
FMP
446
Financial Management Professionals
Texas
– +$629 +60 +200%
14 15 16 17
18

SCHB Hedge Fund Activity: Q4 2017 in Review

432 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2017, worth a combined $4.24B — up 9.8% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SCHB positions and 14 closed out — a net gain of 79 holders — while 190 added to existing stakes and 95 trimmed.

The largest buyer was Wealthfront, adding an estimated $14.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $35.4M.

  • 432 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2017, up from 356 in Q3 2017.
  • Funds reported $4.24B of Schwab US Broad Market ETF stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 93 funds opened new Schwab US Broad Market ETF positions in Q4 2017 and 14 closed out, a net change of +79 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2017 was Wealthfront, an estimated $14.4M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2017 was Milliman Financial Risk Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2017.