Schwab US Broad Market ETF
SCHB
271 hedge funds and large institutions have $2.08B invested in Schwab US Broad Market ETF in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 130 increasing their positions, 77 reducing their positions, and 13 closing their positions.
592% more call options, than puts
Call options by funds: $3.42M | Put options by funds: $495K
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
69% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 77
19% more capital invested
Capital invested by funds: $1.74B → $2.08B (+$337M)
13.28% more ownership
Funds ownership: 166.88% → 180.16% (+13%)
5% more funds holding
Funds holding: 258 → 271 (+13)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$47.9M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$41.9M |
| 3 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$36.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$33.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$28.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$28.4M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$7.57M |
| 3 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$5.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.77M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$2.67M |
SCHB Hedge Fund Activity: Q3 2016 in Review
271 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2016, worth a combined $2.08B — up 19% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCHB positions and 13 closed out — a net gain of 15 holders — while 130 added to existing stakes and 77 trimmed.
The largest buyer was Milliman Financial Risk Management, adding an estimated $47.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $28.4M sold.
- 271 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2016, up from 258 in Q2 2016.
- Funds reported $2.08B of Schwab US Broad Market ETF stock for Q3 2016, up 19% quarter-over-quarter.
- 28 funds opened new Schwab US Broad Market ETF positions in Q3 2016 and 13 closed out, a net change of +15 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2016 was Milliman Financial Risk Management, an estimated $47.9M added.
- The largest Schwab US Broad Market ETF seller in Q3 2016 was Susquehanna International Group, an estimated $28.4M sold.
Based on aggregated 13F filings for Q3 2016.