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Schwab US TIPS ETF

588 hedge funds and large institutions have $14.2B invested in Schwab US TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 125 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+48
Holders Change %
+8.89%
% of All Funds
10.27%
Holding in Top 10
65
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.17%
% of All Funds
1.13%
New
93
Increased
295
Reduced
125
Closed
39
Calls
$1.78M
Puts
$1.41M
Net Calls
+$362K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Shares
Change %
FA
126
FC Advisory
Pennsylvania
$7.37M +$407K +13,036 +6%
Cerity Partners
127
Cerity Partners
New York
$7M -$121K -3,864 -2%
CA
128
Corrado Advisors
New Jersey
$6.99M +$202K +6,468 +3%
OMC
129
Old Mission Capital
Illinois
$6.95M +$6.95M +222,390 New
Truist Financial
130
Truist Financial
North Carolina
$6.71M +$1.78M +56,946 +36%
AWM
131
Altium Wealth Management
New York
$6.64M +$763K +24,424 +13%
HHRDM
132
H&H Retirement Design & Management
Nevada
$6.59M -$250K -7,934 -4%
UCFA
133
United Capital Financial Advisors
Texas
$6.57M -$176K -5,624 -3%
State Street
134
State Street
Massachusetts
$6.53M +$6.53M +208,806 New
MA
135
Modus Advisors
Minnesota
$6.44M -$21.4K -686 -0.3%
TCM
136
Tradewinds Capital Management
Washington
$6.24M +$5.98M +191,196 +2,224%
WCWM
137
Willow Creek Wealth Management
California
$6.22M +$1.52M +48,590 +32%
IFS
138
Ifrah Financial Services
Arkansas
$6.12M +$136K +4,356 +2%
RJA
139
Raymond James & Associates
Florida
$6.12M +$230K +7,346 +4%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$6.06M +$278K +8,900 +5%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$5.95M +$1.11M +35,522 +23%
VA
142
Valmark Advisers
Ohio
$5.94M +$862K +27,570 +17%
BWM
143
BCGM Wealth Management
Indiana
$5.84M +$616K +19,288 +12%
KC
144
Kingfisher Capital
North Carolina
$5.79M +$302K +9,664 +6%
AWM
145
AE Wealth Management
Kansas
$5.69M +$2.44M +78,146 +75%
IHWM
146
Iron Horse Wealth Management
Iowa
$5.64M +$5.64M +180,424 New
PWMG
147
Pinnacle Wealth Management Group
Michigan
$5.63M +$5.63M +180,026 New
HA
148
HC Advisors
Georgia
$5.55M +$17.6K +562 +0.3%
ACP
149
Aviance Capital Partners
Florida
$5.55M +$912K +29,180 +20%
VVP
150
Venture Visionary Partners
Ohio
$5.55M +$3.6M +113,142 +185%