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Schwab US TIPS ETF

764 hedge funds and large institutions have $15.4B invested in Schwab US TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 354 increasing their positions, 143 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
764
Holders Change
+131
Holders Change %
+20.7%
% of All Funds
11.8%
Holding in Top 10
95
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+28.38%
% of All Funds
1.47%
New
190
Increased
354
Reduced
143
Closed
47
Calls
$2.94M
Puts
$421K
Net Calls
+$2.52M
Net Calls Change
+$558K
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$62.3M +$27.6M +876,858 +79%
AWM
27
AE Wealth Management
Kansas
$60.1M +$8.38M +266,616 +16%
AA
28
Advisory Alpha
Michigan
$57.9M +$7.02M +223,216 +14%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$56.3M +$56.3M +1,792,000 New
Allianz Asset Management
30
Allianz Asset Management
Germany
$53.7M +$2.38M +75,600 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$53.6M +$15.3M +487,278 +40%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$52.4M -$417K -13,264 -0.8%
FEG
33
Fund Evaluation Group
Ohio
$50.5M
LFS
34
Lutz Financial Services
Nebraska
$50.1M +$2.2M +70,104 +5%
UBV
35
United Bank (Virginia)
Virginia
$49.8M +$1.56M +49,600 +3%
LA
36
LVW Advisors
New York
$48.7M +$2.32M +73,628 +5%
Morgan Stanley
37
Morgan Stanley
New York
$43.3M +$15.4M +490,050 +55%
CTC
38
Central Trust Company
Missouri
$43.3M +$13.6M +432,100 +46%
BWA
39
BlueSky Wealth Advisors
North Carolina
$40.7M +$3.17M +100,856 +8%
FWM
40
Focused Wealth Management
New York
$39.4M +$918K +29,202 +2%
Wealthfront Advisers
41
Wealthfront Advisers
California
$38.6M +$11.2M +355,490 +41%
AssetMark Inc
42
AssetMark Inc
California
$38.2M +$3.52M +111,864 +10%
Creative Planning
43
Creative Planning
Kansas
$36.8M +$5.2M +165,518 +16%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$33.6M +$2.86M +90,816 +9%
FTUS
45
Flow Traders U.S.
New York
$31M +$31M +985,028 New
5L
46
55I LLC
Massachusetts
$29.6M +$16.3M +516,928 +121%
WCWM
47
Wooster Corthell Wealth Management
Connecticut
$29.3M +$1.22M +38,900 +4%
TCM
48
Tradewinds Capital Management
Washington
$28.6M +$18.2M +579,780 +176%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$28.4M +$1.13M +36,012 +4%
SGAM
50
Stephens Group Asset Management
Arkansas
$27.2M +$27.2M +864,626 New