HYFI vs BKFI overlap
6 institutions report holding both HYFI and BKFI.
HYFIBKFI
Pick 2 to 4 ETFs.
We don’t have holdings for BKFI. 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.
6
institutions report holding both, of 68 holding any
HYFI15.8% of its 13F dollars, 10.2% of its 59 holders
BKFI96.3% of its 13F dollars, 40.0% of its 15 holders
Largest institutions holding both
| Firm | HYFI | BKFI |
|---|---|---|
| Bank of New York Mellon Corp | $11.6M | $246.2M |
| Raymond James Financial Inc. | $22.5M | $586K |
| Jane Street Group, LLC | $6.1M | $843K |
| Citadel Advisors LLC | $642K | $351K |
| Fifth Third Bancorp | $214K | $72K |
| Morgan Stanley | $74K | $73K |
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: HYFI institutional holders, BKFI institutional holders.
Frequently asked questions
Do institutions hold both HYFI and BKFI?
6 Form 13F filers report positions in both, out of 68 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%.