CALI vs BLST overlap
1 institutions report holding both CALI and BLST.
CALIBLST
Pick 2 to 4 ETFs.
We don’t have holdings for CALI. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 112 holding any
CALI0.4% of its 13F dollars, 0.9% of its 107 holders
BLST0.0% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | CALI | BLST |
|---|---|---|
| UBS Group AG | $657K | $150 |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: CALI institutional holders, BLST institutional holders.
Frequently asked questions
Do institutions hold both CALI and BLST?
1 Form 13F filers report positions in both, out of 112 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.