Schwab US Broad Market ETF
SCHB
328 hedge funds and large institutions have $2.69B invested in Schwab US Broad Market ETF in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 72 reducing their positions, and 25 closing their positions.
142% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 72
88% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 25
37% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $902K
13% more capital invested
Capital invested by funds: $2.39B → $2.69B (+$303M)
12% more funds holding in top 10
Funds holding in top 10: 43 → 48 (+5)
6% more funds holding
Funds holding: 310 → 328 (+18)
2.94% more ownership
Funds ownership: 187.18% → 190.11% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$54.5M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$47.4M |
| 3 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$35.3M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$13.8M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$29.9M |
| 2 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$12.1M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$9.65M |
| 4 |
Betterment LLC
New York
|
-$8.36M |
| 5 |
Jane Street
New York
|
-$8.08M |
SCHB Hedge Fund Activity: Q1 2017 in Review
328 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2017, worth a combined $2.69B — up 13% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCHB positions and 25 closed out — a net gain of 22 holders — while 174 added to existing stakes and 72 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $54.5M. The largest seller was Brouwer & Janachowski, cutting an estimated $29.9M.
- 328 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2017, up from 310 in Q4 2016.
- Funds reported $2.69B of Schwab US Broad Market ETF stock for Q1 2017, up 13% quarter-over-quarter.
- 47 funds opened new Schwab US Broad Market ETF positions in Q1 2017 and 25 closed out, a net change of +22 holders.
- The largest Schwab US Broad Market ETF buyer in Q1 2017 was MML Investors Services, an estimated $54.5M added.
- The largest Schwab US Broad Market ETF seller in Q1 2017 was Brouwer & Janachowski, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2017.