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Schwab US TIPS ETF

633 hedge funds and large institutions have $15B invested in Schwab US TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 325 increasing their positions, 135 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+45
Holders Change %
+7.65%
% of All Funds
11.12%
Holding in Top 10
74
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.85%
% of All Funds
1.3%
New
85
Increased
325
Reduced
135
Closed
29
Calls
$2.61M
Puts
$645K
Net Calls
+$1.96M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$8.62M +$3.12M +98,968 +57%
SIAG
127
Signet Investment Advisory Group
Rhode Island
$8.46M +$775K +24,780 +10%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$8.23M +$2.86M +91,498 +53%
MWM
129
Merriman Wealth Management
Washington
$8.1M -$174K -5,556 -2%
FA
130
FC Advisory
Pennsylvania
$8.07M +$688K +21,982 +9%
LCC
131
Lincoln Capital Corp
Rhode Island
$7.92M -$219K -7,006 -3%
Cerity Partners
132
Cerity Partners
New York
$7.63M +$617K +19,720 +9%
State Street
133
State Street
Massachusetts
$7.53M +$997K +31,872 +15%
AA
134
ALPS Advisors
Colorado
$7.49M -$1.26M -40,326 -14%
HFS
135
Horizon Financial Services
North Carolina
$7.43M +$2.13M +67,936 +40%
WCWM
136
Willow Creek Wealth Management
California
$7.33M +$1.1M +35,092 +18%
ACP
137
Aviance Capital Partners
Florida
$7.22M +$1.67M +53,404 +30%
APCM
138
Alaska Permanent Capital Management
Alaska
$7.12M -$338K -10,798 -5%
Truist Financial
139
Truist Financial
North Carolina
$7.12M +$411K +13,130 +6%
MAM
140
Madison Asset Management
Wisconsin
$6.97M -$581K -18,582 -8%
SFS
141
Solitude Financial Services
Virginia
$6.94M +$3.3M +105,586 +91%
CA
142
Corrado Advisors
New Jersey
$6.93M -$60K -1,918 -0.9%
VA
143
Valmark Advisers
Ohio
$6.89M +$948K +30,284 +16%
HHRDM
144
H&H Retirement Design & Management
Nevada
$6.7M +$161K +5,160 +2%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$6.59M +$636K +20,322 +11%
IHWM
146
Iron Horse Wealth Management
Iowa
$6.53M +$888K +28,364 +16%
FA
147
Fagan Associates
New York
$6.45M +$3.22M +102,970 +100%
MA
148
Modus Advisors
Minnesota
$6.41M -$40.4K -1,292 -0.6%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$6.29M -$4.58M
PWMG
150
Pinnacle Wealth Management Group
Michigan
$6.27M +$639K +20,406 +11%