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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 %
MTC
76
Matrix Trust Company
Colorado
$17.3M -$265K -8,440 -2%
CFD
77
Creative Financial Designs
Indiana
$16.9M +$2.79M +88,800 +20%
BCM
78
Brookstone Capital Management
Illinois
$16.1M -$604K -19,636 -4%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$16M +$3.87M +122,958 +32%
JGCM
80
Joseph Group Capital Management
Ohio
$15.9M +$15.9M +505,950 New
KWP
81
Keystone Wealth Partners
Arizona
$15.5M +$617K +19,618 +4%
AHC
82
Anderson Hoagland & Co
Missouri
$15.4M -$11.8M -385,042 -43%
NL
83
Navalign LLC
California
$15.4M +$758K +24,116 +5%
SFPM
84
Sensible Financial Planning & Management
Massachusetts
$15.2M +$1.2M +38,016 +9%
Fidelity Investments
85
Fidelity Investments
Massachusetts
$15M -$284K -9,026 -2%
MIM
86
Morningstar Investment Management
Illinois
$14.9M -$7.76M -246,880 -34%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$14.6M +$1.31M +41,576 +10%
TC
88
Toews Corporation
New Jersey
$14.6M +$14.6M +462,800 New
Citadel Advisors
89
Citadel Advisors
Florida
$14.5M +$14.5M +462,492 New
FMC
90
Financial Management Concepts
Florida
$14.5M +$14.5M +461,596 New
WCM
91
Wealthcare Capital Management
Virginia
$14.5M +$505K +16,074 +4%
SIS
92
SVB Investment Services
Utah
$14.5M -$546K -16,826 -4%
AMG
93
Asset Management Group
Connecticut
$14.3M +$856K +27,210 +6%
MAM
94
Marotta Asset Management
Virginia
$14.3M +$271K +8,620 +2%
AIM
95
Anchor Investment Management
South Carolina
$14M +$1.99M +63,246 +17%
RDIA
96
RE Dickinson Investment Advisors
Iowa
$13.8M +$13.8M +439,434 New
JWM
97
Jeppson Wealth Management
California
$13.8M +$9.62M +305,980 +230%
ACM
98
AlphaStar Capital Management
North Carolina
$13.8M -$1.61M -52,624 -10%
LTL
99
Lowery Thomas LLC
California
$13.6M +$13.6M +431,658 New
TF
100
Theory Financial
Colorado
$13.5M +$13.5M +429,000 New