HIBL vs BEX overlap
3 institutions report holding both HIBL and BEX.
HIBLBEX
Pick 2 to 4 ETFs.
We don’t have holdings for BEX. 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.
3
institutions report holding both, of 20 holding any
HIBL71.0% of its 13F dollars, 30.0% of its 10 holders
BEX30.3% of its 13F dollars, 23.1% of its 13 holders
Largest institutions holding both
| Firm | HIBL | BEX |
|---|---|---|
| Goldman Sachs Group Inc. | $6.8M | $1.7M |
| GTS Securities LLC | $2.9M | $1.7M |
| Susquehanna International Group, LLP | $885K | $1.1M |
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: HIBL institutional holders, BEX institutional holders.
Frequently asked questions
Do institutions hold both HIBL and BEX?
3 Form 13F filers report positions in both, out of 20 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%.