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Schwab US Broad Market ETF

327 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 72 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 72

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

37% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $902K

13% more capital invested

Capital invested by funds: $2.39B → $2.69B (+$302M)

9% more funds holding in top 10

Funds holding in top 10: 4448 (+4)

6% more funds holding

Funds holding: 309327 (+18)

2.93% more ownership

Funds ownership: 187.17%190.11% (+2.9%)

Holders
327
Holders Change
+18
Holders Change %
+5.83%
% of All Funds
8.14%
Holding in Top 10
48
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.09%
% of All Funds
1.19%
New
47
Increased
173
Reduced
72
Closed
25
Calls
$1.24M
Puts
$902K
Net Calls
+$336K
Net Calls Change
-$3.35M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
101
Apriem Advisors
California
$2.6M +$225K +24,030 +10%
AIM
102
Advantage Investment Management
Iowa
$2.6M +$6.08K +648 +0.2%
PV
103
Private Vista
Illinois
$2.56M +$2.52M +268,986 New
MWM
104
MinichMacGregor Wealth Management
New York
$2.56M +$119K +12,714 +5%
BCM
105
Boltwood Capital Management
California
$2.53M +$146K +15,594 +6%
CCA
106
Cobblestone Capital Advisors
New York
$2.4M +$1.86M +198,372 +364%
SAM
107
Sawgrass Asset Management
Florida
$2.4M
Jane Street
108
Jane Street
New York
$2.36M -$8.08M -861,078 -78%
EVM
109
Eaton Vance Management
Massachusetts
$2.27M +$29.6K +3,156 +1%
DWM
110
Destination Wealth Management
California
$2.26M -$147K -15,684 -6%
CC
111
Callan Capital
California
$2.23M +$200K +21,324 +10%
CWM
112
Concert Wealth Management
California
$2.21M +$477K +50,838 +26%
Commonwealth Equity Services
113
Commonwealth Equity Services
Massachusetts
$2.12M +$676K +72,072 +48%
MA
114
MCF Advisors
Kentucky
$1.92M +$642K +68,460 +51%
BL
115
BCWM LLC
Kansas
$1.91M -$105K -11,184 -5%
VNA
116
Valley National Advisers
Pennsylvania
$1.9M +$629K +67,092 +50%
Creative Planning
117
Creative Planning
Kansas
$1.88M -$374K -39,864 -17%
KIA
118
KCM Investment Advisors
California
$1.85M -$11.7K -1,242 -0.6%
HCMT
119
Highland Capital Management (Tennessee)
Tennessee
$1.83M +$69K +7,356 +4%
IWMPD
120
Integrated Wealth Management (Palm Desert)
California
$1.8M +$274K +29,244 +18%
KF
121
Krilogy Financial
Missouri
$1.73M
RJA
122
Raymond James & Associates
Florida
$1.64M -$3.18M -339,108 -66%
JMPWA
123
JP Morgan Private Wealth Advisors
California
$1.59M +$299K +31,890 +23%
JWA
124
JFS Wealth Advisors
Pennsylvania
$1.52M
GAM
125
Garrison Asset Management
Arkansas
$1.49M -$644K -68,646 -30%