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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 %
GC
51
Gilbert & Cook
Iowa
$26M +$1.48M +47,214 +6%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$23.7M +$6.7M +212,954 +39%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$23.6M +$112K +3,572 +0.5%
SFG
54
Sage Financial Group
Pennsylvania
$23.5M +$1.5M +47,836 +7%
PFA
55
Pure Financial Advisors
California
$23.3M +$1.84M +58,510 +9%
PAG
56
Private Advisor Group
New Jersey
$23.3M +$4.49M +142,660 +24%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$22.9M +$7.25M +230,488 +46%
Mariner
58
Mariner
Kansas
$22.6M +$19.2M +612,020 +582%
CCFCSB
59
Cape Cod Five Cents Savings Bank
Massachusetts
$22.1M +$1.36M +43,246 +7%
CWA
60
Carolina Wealth Advisors
South Carolina
$21.5M +$7.65M +243,236 +55%
Financial Engines Advisors
61
Financial Engines Advisors
California
$20.8M +$513K +16,324 +3%
MML Investors Services
62
MML Investors Services
Massachusetts
$20.7M +$3.54M +112,488 +21%
BOPW
63
Brandywine Oak Private Wealth
Pennsylvania
$19.9M +$282K +8,990 +1%
GFG
64
Greystone Financial Group
Michigan
$19.8M +$432K +13,732 +2%
SWM
65
SeaCrest Wealth Management
New York
$19.8M +$6.33M +201,334 +47%
CA
66
CoreCap Advisors
Michigan
$19.6M +$19.6M +624,834 New
FM
67
Foster & Motley
Ohio
$19.6M -$2.13M -67,856 -10%
AFA
68
American Financial Advisors
Georgia
$19.5M +$1.3M +41,226 +7%
SAI
69
Systematic Alpha Investments
New Jersey
$18.9M +$18.9M +600,000 New
RJA
70
Raymond James & Associates
Florida
$18.8M +$8.08M +256,960 +75%
ML
71
McAdam LLC
Pennsylvania
$18.1M +$1.08M +34,456 +6%
MFGP
72
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M +$1.04M +32,936 +6%
CPFP
73
Clear Perspectives Financial Planning
Ohio
$18.1M +$8.52M +270,788 +89%
BWA
74
Burt Wealth Advisors
Maryland
$18M +$1.06M +33,644 +6%
BlackRock
75
BlackRock
New York
$17.3M +$2.97M +94,370 +21%