Schwab US Broad Market ETF
SCHB
461 hedge funds and large institutions have $4.29B invested in Schwab US Broad Market ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 208 increasing their positions, 125 reducing their positions, and 21 closing their positions.
113% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $709K
100% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 21
66% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 125
7% more capital invested
Capital invested by funds: $4.02B → $4.29B (+$269M)
4% more funds holding
Funds holding: 444 → 461 (+17)
3% more funds holding in top 10
Funds holding in top 10: 64 → 66 (+2)
0.48% more ownership
Funds ownership: 209.08% → 209.57% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$93.4M |
| 2 |
MFRM
Milliman Financial Risk Management
Chicago,
Illinois
|
+$22M |
| 3 |
Betterment LLC
New York
|
+$20M |
| 4 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$15.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
-$14.9M |
| 3 |
AP
Agilis Partners
Waltham,
Massachusetts
|
-$8.82M |
| 4 |
LPL Financial
San Diego,
California
|
-$8.13M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$7.3M |
SCHB Hedge Fund Activity: Q2 2018 in Review
461 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2018, worth a combined $4.29B — up 6.7% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHB positions and 21 closed out — a net gain of 21 holders — while 208 added to existing stakes and 125 trimmed.
The largest buyer was Northern Trust, adding an estimated $93.4M. The largest seller was UBS Group, cutting an estimated $28M.
- 461 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2018, up from 444 in Q1 2018.
- Funds reported $4.29B of Schwab US Broad Market ETF stock for Q2 2018, up 6.7% quarter-over-quarter.
- 42 funds opened new Schwab US Broad Market ETF positions in Q2 2018 and 21 closed out, a net change of +21 holders.
- The largest Schwab US Broad Market ETF buyer in Q2 2018 was Northern Trust, an estimated $93.4M added.
- The largest Schwab US Broad Market ETF seller in Q2 2018 was UBS Group, an estimated $28M sold.
Based on aggregated 13F filings for Q2 2018.