EFIV vs BBHM overlap
8 institutions report holding both EFIV and BBHM.
EFIVBBHM
Pick 2 to 4 ETFs.
We don’t have holdings for BBHM. 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.
8
institutions report holding both, of 143 holding any
EFIV2.8% of its 13F dollars, 5.7% of its 140 holders
BBHM99.9% of its 13F dollars, 72.7% of its 11 holders
Largest institutions holding both
| Firm | EFIV | BBHM |
|---|---|---|
| Brown Brothers Harriman & Co | $946K | $457.4M |
| Bank of America Corp. | $2.5M | $4.1M |
| Bank of New York Mellon Corp | $3.9M | $169K |
| Wells Fargo & Company | $2.9M | $110K |
| Goldman Sachs Group Inc. | $1.1M | $1.0M |
| JPMorgan Chase & Co | $1.2M | $15K |
| UBS Group AG | $174K | $2K |
| FMR LLC | $78K | $2K |
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: EFIV institutional holders, BBHM institutional holders.
Frequently asked questions
Do institutions hold both EFIV and BBHM?
8 Form 13F filers report positions in both, out of 143 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%.