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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
301
Sowell Financial Services
Arkansas
$1.42M +$82.2K +2,626 +6%
BIP
302
Blueprint Investment Partners
North Carolina
$1.41M -$61.8K -1,976 -4%
SW
303
SVB Wealth
Massachusetts
$1.41M +$239K +7,630 +20%
XF
304
XML Financial
Maryland
$1.41M +$63.5K +2,028 +5%
FCIM
305
Fairview Capital Investment Management
California
$1.4M
CA
306
Cambridge Advisors
Nebraska
$1.38M
SSWM
307
Sheets Smith Wealth Management
North Carolina
$1.37M +$2.07K +66 +0.2%
IAN
308
Integrated Advisors Network
Texas
$1.37M +$148K +4,744 +12%
CAC
309
Certified Advisory Corp
Florida
$1.32M +$79.1K +2,528 +6%
WFA
310
Websterrogers Financial Advisors
South Carolina
$1.31M +$238K +7,616 +22%
BIA
311
Bigelow Investment Advisors
Maine
$1.31M +$273K +8,728 +26%
C
312
Clearshares
New York
$1.3M +$31.5K +1,008 +2%
PS
313
Portfolio Solutions
Michigan
$1.27M +$3.38K +108 +0.3%
FHA
314
Flagship Harbor Advisors
Massachusetts
$1.26M
HNB
315
Huntington National Bank
Ohio
$1.18M +$273K +8,700 +30%
SWM
316
SigFig Wealth Management
California
$1.15M +$32.2K +1,030 +3%
OBWG
317
Onyx Bridge Wealth Group
New York
$1.14M +$498K +15,850 +77%
BMCM
318
Burns Matteson Capital Management
New York
$1.13M -$671K -21,434 -37%
BJL
319
Brighton Jones LLC
Washington
$1.13M +$3.13K +100 +0.3%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$1.11M -$7.76K -248 -0.7%
Koshinski Asset Management
321
Koshinski Asset Management
Illinois
$1.09M +$275K +8,802 +34%
PWM
322
Paulson Wealth Management
Illinois
$1.08M -$6.66M -212,974 -86%
MLM
323
Mount Lucas Management
Pennsylvania
$1.06M -$83.7K -2,676 -7%
VFA
324
Values First Advisors
Tennessee
$1.05M +$141K +4,518 +15%
APA
325
American Portfolios Advisors
New York
$1.05M +$226K +7,210 +28%