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Schwab US TIPS ETF

488 hedge funds and large institutions have $10.7B invested in Schwab US TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 221 increasing their positions, 105 reducing their positions, and 33 closing their positions.

Holders
488
Holders Change
+59
Holders Change %
+13.75%
% of All Funds
8.66%
Holding in Top 10
58
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+20.83%
% of All Funds
1.03%
New
97
Increased
221
Reduced
105
Closed
33
Calls
$248K
Puts
$1.52M
Net Calls
-$1.27M
Net Calls Change
+$63K
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$5.57B 89,796,311 +4,078,560 +5%
QCM
2
Quadratic Capital Management
Connecticut
$836M 13,466,385 +13,466,385 New
VOYA Investment Management
3
VOYA Investment Management
Georgia
$387M 6,231,308 +264,144 +4%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$347M 5,596,015 -355,569 -6%
Franklin Resources
5
Franklin Resources
California
$223M 3,592,366 +1,801,965 +101%
UBS Group
6
UBS Group
Switzerland
$194M 3,117,908 -2,696,873 -46%
US Bancorp
7
US Bancorp
Minnesota
$165M 2,665,039 +160,761 +6%
NA
8
NextCapital Advisers
Illinois
$136M 2,189,429 +782,186 +56%
Wells Fargo
9
Wells Fargo
California
$131M 2,105,179 +295,772 +16%
MFM
10
MD Financial Management
Ontario, Canada
$127M 2,041,587 +518,063 +34%
Bank of America
11
Bank of America
North Carolina
$90M 1,449,795 +45,603 +3%
AA
12
Alesco Advisors
New York
$89M 1,433,790 +248,617 +21%
Charles Schwab
13
Charles Schwab
California
$86.6M 1,395,287 +584,686 +72%
Temasek Holdings
14
Temasek Holdings
Singapore
$85.1M 1,371,400 +468,100 +52%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$81.1M 1,306,501 +240,781 +23%
MIS
16
Morningstar Investment Services
Illinois
$65.1M 1,049,182 -121,389 -10%
AssetMark Inc
17
AssetMark Inc
California
$53M 853,684 +60,881 +8%
MAM
18
Madison Asset Management
Wisconsin
$51M 821,620 -141,528 -15%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$50M 807,476 +48,685 +6%
FEG
20
Fund Evaluation Group
Ohio
$49.8M 802,619 +8,700 +1%
M&T Bank
21
M&T Bank
New York
$48.8M 786,437 +786,437 New
LA
22
LVW Advisors
New York
$42.2M 679,522 +29,312 +5%
NC
23
NinePointTwo Capital
California
$42.1M 678,582 +678,582 New
BPA
24
Beacon Pointe Advisors
California
$40.6M 655,549 +230,264 +54%
Ameriprise
25
Ameriprise
Minnesota
$40.5M 658,458 +124,178 +23%