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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 %
WFA
676
WestHill Financial Advisors
California
$43K
Simplex Trading
677
Simplex Trading
Illinois
$40K +$37.1K +1,192 +1,296%
MCM
678
MV Capital Management
Maryland
$36K
BC
679
Belmont Capital
California
$35K
WFA
680
West Financial Advisors
Iowa
$35K
CWC
681
Carolinas Wealth Consulting
North Carolina
$35K +$35K +1,124 New
HIA
682
Harbor Investment Advisory
Maryland
$34K
S
683
SignatureFD
Georgia
$34K +$16K +512 +89%
SFPG
684
Stonebridge Financial Planning Group
Florida
$32K +$32K +1,034 New
Manulife (Manufacturers Life Insurance)
685
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2K +$31.2K +990,798 New
GIA
686
Goodwin Investment Advisory
Georgia
$31K -$105K -3,298 -77%
FCA
687
FinTrust Capital Advisors
South Carolina
$30K
GI
688
Gradient Investments
Minnesota
$29K -$16.7K -540 -37%
ATC
689
Adirondack Trust Company
New York
$29K
SWM
690
Selective Wealth Management
Virginia
$29K +$247 +8 +0.9%
KPCM
691
Kings Point Capital Management
New York
$27K +$27K +866 New
AW
692
Avion Wealth
Texas
$26K
BHWM
693
Beaird Harris Wealth Management
Texas
$26K +$26K +842 New
PK
694
Pflug Koory
Nebraska
$24K +$7.96K +250 +50%
RWA
695
RGT Wealth Advisors
Texas
$24K +$24K +750 New
KFI
696
Key Financial Inc
Pennsylvania
$23K
DAM
697
Delta Asset Management
Tennessee
$23K
AA
698
Ancora Advisors
Ohio
$23K
FFWM
699
Future Financial Wealth Management
Ohio
$23K +$23K +750 New
BWM
700
Baystate Wealth Management
Massachusetts
$21K +$188 +6 +0.9%