Schwab US Broad Market ETF
SCHB
433 hedge funds and large institutions have $4.24B invested in Schwab US Broad Market ETF in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 190 increasing their positions, 96 reducing their positions, and 14 closing their positions.
564% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 14
388% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $219K
98% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 96
21% more funds holding
Funds holding: 357 → 433 (+76)
20% more funds holding in top 10
Funds holding in top 10: 51 → 61 (+10)
10% more capital invested
Capital invested by funds: $3.86B → $4.24B (+$381M)
3.02% more ownership
Funds ownership: 221.27% → 224.29% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$14.4M |
| 2 |
Jane Street
New York
|
+$13.9M |
| 3 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
+$11.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$8.08M |
| 5 |
TSS
Two Sigma Securities
New York
|
+$4.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
-$35.4M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$23.1M |
| 3 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$17.8M |
| 4 |
Betterment LLC
New York
|
-$3.71M |
| 5 |
SIA
Starfire Investment Advisers
Southfield,
Michigan
|
-$3.26M |
SCHB Hedge Fund Activity: Q4 2017 in Review
433 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2017, worth a combined $4.24B — up 9.9% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCHB positions and 14 closed out — a net gain of 79 holders — while 190 added to existing stakes and 96 trimmed.
The largest buyer was Wealthfront, adding an estimated $14.4M. The largest seller was Milliman Financial Risk Management, cutting an estimated $35.4M.
- 433 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2017, up from 357 in Q3 2017.
- Funds reported $4.24B of Schwab US Broad Market ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
- 93 funds opened new Schwab US Broad Market ETF positions in Q4 2017 and 14 closed out, a net change of +79 holders.
- The largest Schwab US Broad Market ETF buyer in Q4 2017 was Wealthfront, an estimated $14.4M added.
- The largest Schwab US Broad Market ETF seller in Q4 2017 was Milliman Financial Risk Management, an estimated $35.4M sold.
Based on aggregated 13F filings for Q4 2017.