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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 %
BlackRock
176
BlackRock
New York
$249K +$42.4K +1,546 +21%
BSB
177
Bangor Savings Bank
Maine
$248K -$190K -6,920 -43%
WCM
178
Weik Capital Management
Pennsylvania
$247K +$247K +9,000 New
PG
179
Patten Group
Tennessee
$245K -$329 -12 -0.1%
SPC
180
Sigma Planning Corp
Michigan
$243K -$110 -4 -0%
AIM
181
Avity Investment Management
Connecticut
$241K
JFG
182
JMG Financial Group
Illinois
$234K +$932 +34 +0.4%
NDSI
183
Newman Dignan & Sheerar Inc
Rhode Island
$231K +$7.85K +286 +4%
KWM
184
Kingsview Wealth Management
Oregon
$226K -$20.2K -738 -8%
SWP
185
Stratos Wealth Partners
Ohio
$223K +$110K +4,024 +98%
DWT
186
Dorsey & Whitney Trust
South Dakota
$219K +$219K +7,982 New
JFGLC
187
Johnson Financial Group LLC (Colorado)
Colorado
$219K +$219K +7,982 New
TFA
188
Toth Financial Advisory
Virginia
$215K -$11.6K -424 -5%
OCM
189
One Capital Management
California
$213K
LFG
190
Larson Financial Group
Missouri
$211K -$183K -6,648 -46%
CHA
191
Carmichael Hill & Associates
Maryland
$209K
BUB
192
BBVA USA Bancshares
Texas
$209K +$80.5K +2,932 +63%
FMC
193
First Merchants Corp
Indiana
$208K +$3.57K +130 +2%
FCIM
194
Fairview Capital Investment Management
California
$201K -$50.7K -1,850 -20%
CTC
195
Central Trust Company
Missouri
$184K +$78K +2,842 +74%
PFBT
196
Parkside Financial Bank & Trust
Missouri
$153K
Manulife (Manufacturers Life Insurance)
197
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K +$56K +2,042 +58%
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$134K
ACA
199
Atlas Capital Advisors
Wyoming
$114K +$114K +4,166 New
BAM
200
Barrett Asset Management
New York
$105K