Schwab US Broad Market ETF
SCHB
182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.
193% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 30
158% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 19
59% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.27M
52% more capital invested
Capital invested by funds: $659M → $1B (+$345M)
30% more funds holding in top 10
Funds holding in top 10: 20 → 26 (+6)
19.57% more ownership
Funds ownership: 111.12% → 130.69% (+20%)
17% more funds holding
Funds holding: 156 → 182 (+26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$72.9M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$68.9M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$25.3M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$15.9M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.57M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.96M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.76M |
| 5 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$3.69M |
SCHB Hedge Fund Activity: Q4 2014 in Review
182 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2014, worth a combined $1B — up 52% from $659M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SCHB positions and 19 closed out — a net gain of 30 holders — while 88 added to existing stakes and 30 trimmed.
The largest buyer was Wealthfront, adding an estimated $72.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $5.57M sold.
- 182 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2014, up from 156 in Q3 2014.
- Funds reported $1B of Schwab US Broad Market ETF stock for Q4 2014, up 52% quarter-over-quarter.
- 49 funds opened new Schwab US Broad Market ETF positions in Q4 2014 and 19 closed out, a net change of +30 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2014 was Wealthfront, an estimated $72.9M added.
- The largest Schwab US Broad Market ETF seller in Q4 2014 was Mirae Asset Global Investments, an estimated $5.57M sold.
Based on aggregated 13F filings for Q4 2014.