Schwab US Broad Market ETF
SCHB
257 hedge funds and large institutions have $1.74B invested in Schwab US Broad Market ETF in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 128 increasing their positions, 69 reducing their positions, and 11 closing their positions.
526% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $587K
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
86% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 69
7% more capital invested
Capital invested by funds: $1.62B → $1.74B (+$119M)
7% more funds holding
Funds holding: 240 → 257 (+17)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
1.85% more ownership
Funds ownership: 165.03% → 166.88% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$41.8M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$37.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$25M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$18.9M |
| 5 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$33.2M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$26.2M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$8.75M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.8M |
| 5 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$5.45M |
SCHB Hedge Fund Activity: Q2 2016 in Review
257 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2016, worth a combined $1.74B — up 7.3% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SCHB positions and 11 closed out — a net gain of 21 holders — while 128 added to existing stakes and 69 trimmed.
The largest buyer was UBS Group, adding an estimated $41.8M. The largest seller was Destination Wealth Management, cutting an estimated $33.2M.
- 257 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2016, up from 240 in Q1 2016.
- Funds reported $1.74B of Schwab US Broad Market ETF stock for Q2 2016, up 7.3% quarter-over-quarter.
- 32 funds opened new Schwab US Broad Market ETF positions in Q2 2016 and 11 closed out, a net change of +21 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2016 was UBS Group, an estimated $41.8M added.
- The largest Schwab US Broad Market ETF seller in Q2 2016 was Destination Wealth Management, an estimated $33.2M sold.
Based on aggregated 13F filings for Q2 2016.