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Schwab US TIPS ETF

254 hedge funds and large institutions have $1.8B invested in Schwab US TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+10
Holders Change %
+4.1%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.37%
New
35
Increased
119
Reduced
65
Closed
23
Calls
$247K
Puts
Net Calls
+$247K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
126
Bigelow Investment Advisors
Maine
$713K +$46.9K +1,708 +7%
11A
127
10-15 Associates
New York
$704K -$274 -10 -0%
BFPW
128
BOK Financial Private Wealth
Colorado
$701K -$2.53K -92 -0.4%
LYV
129
Live Your Vision
Pennsylvania
$683K +$26.9K +984 +4%
SBL
130
Sargent Bickham Lagudis
Colorado
$665K -$4.32M -157,398 -87%
RBA
131
Richard Bernstein Advisors
New York
$661K +$13.9K +506 +2%
STB
132
S&T Bank
Pennsylvania
$649K +$265K +9,652 +69%
PMG
133
ProVise Management Group
Florida
$623K +$35.4K +1,290 +6%
Citigroup
134
Citigroup
New York
$584K +$217K +7,912 +59%
SAM
135
SignalPoint Asset Management
Missouri
$571K +$63.4K +2,312 +12%
SHA
136
Seneca House Advisors
Virginia
$554K +$79.9K +2,912 +17%
LFA
137
Landmark Financial Advisors
Kentucky
$542K -$917K -33,384 -63%
IA
138
IFG Advisory
Georgia
$536K +$536K +21,126 New
GCA
139
Gradient Capital Advisors
California
$535K
GI
140
Gradient Investments
Minnesota
$516K +$34.2K +1,246 +7%
NL
141
NWAM LLC
Washington
$516K +$36.5K +1,332 +8%
VA
142
Valmark Advisers
Ohio
$509K +$208K +7,580 +69%
IWC
143
Integrated Wealth Concepts
Massachusetts
$505K +$505K +18,442 New
GJIC
144
Gamble Jones Investment Counsel
California
$494K
ML
145
McAdam LLC
Pennsylvania
$439K +$132K +4,818 +43%
CIAS
146
Capital Investment Advisory Services
North Carolina
$418K +$418K +15,242 New
RMA
147
Roffman Miller Associates
Pennsylvania
$414K
HFA
148
Huber Financial Advisors
Illinois
$412K +$148K +5,398 +56%
S
149
SimplyRich
California
$408K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$407K +$99.1K +3,608 +32%