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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 %
HFS
151
Horizon Financial Services
North Carolina
$8.37M +$904K +28,760 +12%
FA
152
FC Advisory
Pennsylvania
$8.35M +$244K +7,746 +3%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$8.09M +$1.47M +46,792 +22%
MWM
154
Merriman Wealth Management
Washington
$8.04M -$99.6K -3,168 -1%
WCWM
155
Willow Creek Wealth Management
California
$8.03M +$660K +20,990 +9%
DADC
156
D.A. Davidson & Co
Montana
$8.02M +$2.69M +85,614 +51%
LCC
157
Lincoln Capital Corp
Rhode Island
$8M +$46K +1,464 +0.6%
Truist Financial
158
Truist Financial
North Carolina
$7.97M +$811K +25,794 +11%
VA
159
Valmark Advisers
Ohio
$7.85M +$924K +29,388 +13%
Cerity Partners
160
Cerity Partners
New York
$7.81M +$145K +4,600 +2%
CFMC
161
Curbstone Financial Management Corp
New Hampshire
$7.57M +$1.27M +40,300 +20%
APCM
162
Alaska Permanent Capital Management
Alaska
$7.52M +$356K +11,324 +5%
AA
163
ALPS Advisors
Colorado
$7.31M -$215K -6,850 -3%
FA
164
Fagan Associates
New York
$7.25M +$777K +24,716 +12%
OWA
165
Octavia Wealth Advisors
Ohio
$7.23M +$1.06M +33,566 +17%
ACP
166
Aviance Capital Partners
Florida
$7.21M -$47.9K -1,522 -0.7%
RWA
167
Rainsberger Wealth Advisors
Colorado
$7.1M +$7.1M +225,838 New
CA
168
Corrado Advisors
New Jersey
$6.89M -$81.4K -2,590 -1%
KC
169
Kingfisher Capital
North Carolina
$6.71M +$819K +26,058 +14%
William Blair & Company
170
William Blair & Company
Illinois
$6.7M +$1.82M +57,920 +37%
TM
171
Titan Managers
Arizona
$6.53M +$649K +20,656 +11%
AIA
172
Acute Investment Advisory
Arizona
$6.42M +$6.42M +204,240 New
BCM
173
BlueCrest Capital Management
Jersey
$6.42M +$4.37M +138,886 +213%
IFS
174
Ifrah Financial Services
Arkansas
$6.39M +$145K +4,606 +2%
PWMG
175
Pinnacle Wealth Management Group
Michigan
$6.31M +$11.3K +360 +0.2%