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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
SCM
176
SOL Capital Management
Maryland
$233K +$22.8K +2,928 +11%
CA
177
Cetera Advisors
Colorado
$233K +$221K +28,380 New
RWM
178
RKL Wealth Management
Pennsylvania
$227K +$215K +27,660 New
PWMAG
179
Pinnacle Wealth Management Advisory Group
New Jersey
$223K +$211K +27,156 New
NPPM
180
North Point Portfolio Managers
Ohio
$222K – – –
CAG
181
Crestwood Advisors Group
Massachusetts
$214K +$202K +26,040 New
WA
182
Wealth Architects
California
$212K -$653 -84 -0.3%
SFG
183
StrategIQ Financial Group
Indiana
$211K +$199K +25,668 New
AMIM
184
Aull & Monroe Investment Management
Alabama
$208K -$4.66K -600 -2%
HSA
185
HBK Sorce Advisory
Pennsylvania
$207K -$206K -26,460 -51%
AWM
186
Avior Wealth Management
Nebraska
$203K +$192K +24,702 New
IC
187
InterOcean Capital
Illinois
$202K – – –
BRWA
188
B. Riley Wealth Advisors
Florida
$201K -$18.7K -2,400 -9%
HF
189
Hoxton Financial
West Virginia
$195K – – –
BWA
190
Burt Wealth Advisors
Maryland
$173K +$1.07K +138 +0.7%
PWM
191
Perigon Wealth Management
California
$170K +$151K +19,458 New
SEIA
192
Signature Estate & Investment Advisors
California
$153K +$746 +96 +0.5%
TWA
193
TCI Wealth Advisors
Arizona
$151K +$653 +84 +0.5%
MFT
194
Moisand Fitzgerald Tamayo
Florida
$133K -$14.3K -1,836 -10%
MA
195
MUFG Americas
New York
$112K +$106K +13,620 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$96K -$170K -21,900 -65%
ACM
197
Argentus Capital Management
Texas
$89K -$121K -15,570 -59%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$89K – – –
KT
199
Kanaly Trust
Texas
$84K – – –
IWMPD
200
Integrated Wealth Management (Palm Desert)
California
$84K +$2.56K +330 +3%
6 7
8
9 10

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.