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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 %
MC
501
Moors & Cabot
Massachusetts
$478K -$8.25K -262 -2%
GCMG
502
Gyroscope Capital Management Group
Florida
$475K -$19K -604 -4%
MMA
503
Miracle Mile Advisors
California
$469K +$469K +14,912 New
AL
504
ADE LLC
Maryland
$463K
HWM
505
HB Wealth Management
Georgia
$456K +$456K +14,496 New
RIM
506
Rockbridge Investment Management
New York
$447K +$265K +8,406 +145%
CWM
507
Cabot Wealth Management
Massachusetts
$444K
WB
508
West Bancorporation
Iowa
$442K +$442K +14,050 New
KFP
509
KMG Fiduciary Partners
Ohio
$440K
WA
510
WESPAC Advisors
California
$434K +$23.3K +740 +6%
NFG
511
Next Financial Group
Texas
$432K +$18.3K +580 +4%
PFA
512
Pinnacle Family Advisors
Missouri
$430K +$430K +13,678 New
PA
513
Prism Advisors
California
$427K +$6.73K +214 +2%
JSL
514
JT Stratford LLC
Georgia
$427K +$427K +13,574 New
HBCM
515
Heron Bay Capital Management
Michigan
$425K +$4.03K +128 +1%
PFO
516
Pathstone Family Office
New Jersey
$424K
LA
517
Latitude Advisors
Florida
$419K -$78.7K -2,500 -16%
EWA
518
EP Wealth Advisors
California
$416K +$416K +13,224 New
AG
519
Ascent Group
Virginia
$414K +$414K +13,504 New
CGA
520
Crescent Grove Advisors
Illinois
$413K +$7.36K +234 +2%
HR
521
Hardy Reed
Mississippi
$412K
MHB
522
Midwest Heritage Bank
Iowa
$407K +$407K +12,932 New
LF
523
Lee Financial
Texas
$406K -$15.1K -480 -4%
AWM
524
Aprio Wealth Management
Georgia
$405K -$17.5K -558 -4%
SAM
525
Strategic Asset Management
Minnesota
$405K +$287K +9,106 +242%