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Schwab US TIPS ETF

750 hedge funds and large institutions have $14.7B invested in Schwab US TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 312 increasing their positions, 258 reducing their positions, and 103 closing their positions.

Holders
750
Holders Change
-14
Holders Change %
-1.83%
% of All Funds
11.87%
Holding in Top 10
80
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-15.79%
% of All Funds
1.27%
New
99
Increased
312
Reduced
258
Closed
103
Calls
$6.02M
Puts
$1.91M
Net Calls
+$4.11M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
76
Burt Wealth Advisors
Maryland
$17.7M +$307K +10,120 +2%
5L
77
55I LLC
Massachusetts
$17.6M -$11M -361,900 -38%
KWP
78
Keystone Wealth Partners
Arizona
$17.1M +$2.09M +68,756 +14%
Renaissance Technologies
79
Renaissance Technologies
New York
$16.5M +$12.5M +412,062 +311%
NL
80
Navalign LLC
California
$16.5M +$1.98M +66,600 +14%
State Street
81
State Street
Massachusetts
$16M +$4.88M +160,798 +44%
BlackRock
82
BlackRock
New York
$15.8M -$925K -30,474 -6%
LFA
83
LifeGuide Financial Advisors
Pennsylvania
$15.3M +$15.3M +505,418 New
RDIA
84
RE Dickinson Investment Advisors
Iowa
$14.7M +$1.36M +44,904 +10%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$14.6M +$452K +14,880 +3%
AMG
86
Asset Management Group
Connecticut
$14.3M +$428K +14,110 +3%
SIS
87
SVB Investment Services
Utah
$14M +$422K +13,900 +3%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$14M +$8.65M +284,962 +163%
MAM
89
Marotta Asset Management
Virginia
$13.8M +$2.73K +90 +0%
AIM
90
Anchor Investment Management
South Carolina
$13.7M +$183K +6,022 +1%
GFG
91
Greystone Financial Group
Michigan
$13.3M -$5.81M -191,488 -30%
AWM
92
Avior Wealth Management
Nebraska
$13.2M +$1.17M +38,538 +10%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$13.1M -$1.39M -45,840 -10%
PFM
94
Peak Financial Management
Massachusetts
$13.1M +$799K +26,330 +7%
PAG
95
Private Advisor Group
New Jersey
$12.9M -$9.62M -317,094 -43%
JGCM
96
Joseph Group Capital Management
Ohio
$12.9M -$2.51M -82,592 -16%
WCM
97
Wealthcare Capital Management
Virginia
$12.8M -$1.21M -39,968 -9%
ODG
98
O'Dell Group
Ohio
$12.7M +$344K +11,332 +3%
PCWA
99
Pacific Capital Wealth Advisors
California
$12.7M +$558K +18,390 +5%
MIM
100
Morningstar Investment Management
Illinois
$12.5M -$1.95M -64,166 -13%