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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
6.39%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.88%
New
27
Increased
110
Reduced
73
Closed
23
Calls
$3.41M
Puts
$231K
Net Calls
+$3.18M
Net Calls Change
+$1.57M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$101M
2
MFRM
Milliman Financial Risk Management
Illinois
+$73.3M
3
HP
HT Partners
Connecticut
+$44.9M
4
Betterment LLC
Betterment LLC
New York
+$29.4M
5
W
Wealthfront
California
+$17.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$31.5M
2
AA
Apriem Advisors
California
-$25.1M
3
PA
Planning Alternatives
Michigan
-$22.6M
4
FPCG
Fort Pitt Capital Group
Pennsylvania
-$21.7M
5
SHJ
Sharkey, Howes & Javer
Colorado
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Apriem Advisors
California
$1.99M -$25.1M -3,229,968 -93%
SAM
77
Sawgrass Asset Management
Florida
$1.98M – – –
MWM
78
MinichMacGregor Wealth Management
New York
$1.98M +$147K +18,978 +9%
GAM
79
Gemmer Asset Management
California
$1.94M +$466K +60,018 +34%
BCI
80
Brinker Capital Investments
Pennsylvania
$1.93M +$193K +24,858 +12%
IAS
81
IMA Advisory Services
Colorado
$1.76M -$1.04M -133,602 -38%
JFG
82
JMG Financial Group
Illinois
$1.75M +$36.2K +4,662 +2%
BL
83
BCWM LLC
Kansas
$1.74M +$20.8K +2,676 +1%
GAM
84
Garrison Asset Management
Arkansas
$1.63M +$699 +90 +0%
BAS
85
Brown Advisory Securities
Maryland
$1.62M – – –
FG
86
Fiduciary Group
Georgia
$1.62M -$20.6K -2,646 -1%
KIA
87
KCM Investment Advisors
California
$1.51M -$121K -15,600 -8%
PP
88
Pegasus Partners
Wisconsin
$1.4M -$12.8K -1,650 -1%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$1.4M -$180K -23,166 -12%
JWA
90
JFS Wealth Advisors
Pennsylvania
$1.38M +$222K +28,536 +20%
TFF
91
The Family Firm
Maryland
$1.28M +$16.4K +2,106 +1%
AMG
92
Asset Management Group
Connecticut
$1.2M +$21.1K +2,712 +2%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$1.2M -$9.09K -1,170 -0.8%
GWM
94
Gupta Wealth Management
California
$1.19M +$835K +107,478 +287%
KF
95
Krilogy Financial
Missouri
$1.15M +$1.09M +139,824 New
IF
96
Ironwood Financial
Arizona
$1.04M +$983K +126,474 New
AF
97
Allworth Financial
California
$1.01M +$125K +16,038 +15%
LRPA
98
L. Roy Papp & Associates
Arizona
$1M +$53.9K +6,930 +6%
UBS Group
99
UBS Group
Switzerland
$992K +$28.4K +3,648 +3%
BBPWM
100
Blue Bell Private Wealth Management
Pennsylvania
$956K -$1.76M -226,056 -66%
2 3
4
5 6

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.