IAUM vs HGER overlap
61 institutions report holding both IAUM and HGER.
IAUMHGER
Pick 2 to 4 ETFs.
We don’t have holdings for IAUM. 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.
61
institutions report holding both, of 431 holding any
IAUM20.9% of its 13F dollars, 23.6% of its 259 holders
HGER48.8% of its 13F dollars, 26.2% of its 233 holders
Largest institutions holding both
| Firm | IAUM | HGER |
|---|---|---|
| Bank of America Corp. | $136.3M | $405.4M |
| JPMorgan Chase & Co | $17.5M | $369.2M |
| Raymond James Financial Inc. | $37.8M | $89.8M |
| LPL Financial LLC | $8.0M | $94.9M |
| BlackRock, Inc. | $97.6M | $49K |
| Northwestern Mutual Wealth Management Co | $395K | $91.6M |
| Blue Trust, Inc. | $63.3M | $9.9M |
| Vident Advisory, LLC | $27.1M | $20.4M |
| HighTower Advisors, LLC | $1.7M | $39.8M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $33.9M |
| Commonwealth Equity Services, LLC | $5.1M | $30.5M |
| Fifth Third Bancorp | $33.7M | $1.1M |
| Sanctuary Advisors, LLC | $18.1M | $15.4M |
| Assetmark, Inc. | $6K | $32.3M |
| Royal Bank of Canada | $240K | $23.6M |
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: IAUM institutional holders, HGER institutional holders.
Frequently asked questions
Do institutions hold both IAUM and HGER?
61 Form 13F filers report positions in both, out of 431 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%.