Schwab US Broad Market ETF
SCHB
310 hedge funds and large institutions have $2.39B invested in Schwab US Broad Market ETF in 2016 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 160 increasing their positions, 55 reducing their positions, and 23 closing their positions.
617% more call options, than puts
Call options by funds: $4.28M | Put options by funds: $597K
191% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 55
183% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 23
26% more funds holding in top 10
Funds holding in top 10: 34 → 43 (+9)
15% more capital invested
Capital invested by funds: $2.08B → $2.39B (+$314M)
14% more funds holding
Funds holding: 271 → 310 (+39)
7.02% more ownership
Funds ownership: 180.16% → 187.18% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$34.6M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$31.8M |
| 3 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$23.4M |
| 4 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$22M |
| 5 |
Betterment LLC
New York
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$26.3M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$24.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.1M |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$15.2M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$6.95M |
SCHB Hedge Fund Activity: Q4 2016 in Review
310 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2016, worth a combined $2.39B — up 15% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SCHB positions and 23 closed out — a net gain of 42 holders — while 160 added to existing stakes and 55 trimmed.
The largest buyer was Milliman Financial Risk Management, adding an estimated $34.6M. The largest seller was Agilis Partners, cutting an estimated $26.3M.
- 310 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2016, up from 271 in Q3 2016.
- Funds reported $2.39B of Schwab US Broad Market ETF stock for Q4 2016, up 15% quarter-over-quarter.
- 65 funds opened new Schwab US Broad Market ETF positions in Q4 2016 and 23 closed out, a net change of +42 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2016 was Milliman Financial Risk Management, an estimated $34.6M added.
- The largest Schwab US Broad Market ETF seller in Q4 2016 was Agilis Partners, an estimated $26.3M sold.
Based on aggregated 13F filings for Q4 2016.