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Schwab US TIPS ETF

712 hedge funds and large institutions have $9.74B invested in Schwab US TIPS ETF in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 341 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 46

89% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 180

7% more funds holding

Funds holding: 663712 (+49)

2% less capital invested

Capital invested by funds: $9.92B → $9.74B (-$179M)

2.21% less ownership

Funds ownership: 68.88%66.67% (-2.2%)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
712
Holders Change
+49
Holders Change %
+7.39%
% of All Funds
8.66%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.73%
New
108
Increased
341
Reduced
180
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.32B +$109M +4,063,320 +9%
Wealthfront Advisers
2
Wealthfront Advisers
California
$915M -$31M -1,155,114 -3%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$404M -$30.9M -1,152,844 -7%
Bank of America
4
Bank of America
North Carolina
$392M +$325M +12,120,731 +452%
QCM
5
Quadratic Capital Management
Connecticut
$384M +$73.3M +2,732,156 +23%
SEI Investments
6
SEI Investments
Pennsylvania
$326M +$13M +484,527 +4%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$248M -$18.2M -679,251 -7%
Cerity Partners
8
Cerity Partners
New York
$246M +$25.1M +936,063 +11%
EW
9
Evoke Wealth
California
$239M +$34.4M +1,281,394 +17%
AllianceBernstein
10
AllianceBernstein
Tennessee
$227M +$17.2M +642,795 +8%
CTC
11
Central Trust Company
Missouri
$202M +$8.6M +320,554 +4%
NL
12
NEPC LLC
Massachusetts
$201M +$79.9M +2,980,022 +65%
EPM
13
Elm Partners Management
Pennsylvania
$187M +$42M +1,565,715 +28%
US Bancorp
14
US Bancorp
Minnesota
$170M -$265M -9,861,452 -61%
AA
15
Alesco Advisors
New York
$158M +$7.6M +283,480 +5%
JRP
16
Jasper Ridge Partners
California
$156M -$33.3M -1,240,416 -17%
AHSSHC
17
Adventist Health System Sunbelt Healthcare Corp
Florida
$153M +$30.8M +1,150,000 +25%
UBS Group
18
UBS Group
Switzerland
$144M +$2.81M +104,577 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$133M +$4.11M +153,052 +3%
CPO
20
Cerity Partners OCIO
New York
$117M -$28.7M -1,071,338 -19%
Morgan Stanley
21
Morgan Stanley
New York
$95.3M +$5.18M +193,128 +6%
BPA
22
Beacon Pointe Advisors
California
$93.9M +$85M +3,168,924 +839%
Ameriprise
23
Ameriprise
Minnesota
$84.7M +$5.8M +216,058 +7%
LNC
24
Lincoln National Corp
Pennsylvania
$84.3M -$138M -5,140,149 -62%
State Street
25
State Street
Massachusetts
$71.5M +$1.49M +55,700 +2%