HIBS vs AVGG overlap
2 institutions report holding both HIBS and AVGG.
HIBSAVGG
Pick 2 to 4 ETFs.
We don’t have holdings for HIBS, AVGG. 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.
2
institutions report holding both, of 14 holding any
HIBS50.9% of its 13F dollars, 25.0% of its 8 holders
AVGG22.1% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | HIBS | AVGG |
|---|---|---|
| Goldman Sachs Group Inc. | $1.7M | $597K |
| Simplex Trading, LLC | $3K | $139K |
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: HIBS institutional holders, AVGG institutional holders.
Frequently asked questions
Do institutions hold both HIBS and AVGG?
2 Form 13F filers report positions in both, out of 14 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%.