IBHJ vs BBBI overlap
6 institutions report holding both IBHJ and BBBI.
IBHJBBBI
Pick 2 to 4 ETFs.
We don’t have holdings for BBBI. 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
IBHJ8.0% of its 13F dollars, 11.8% of its 51 holders
BBBI11.2% of its 13F dollars, 26.1% of its 23 holders
Largest institutions holding both
| Firm | IBHJ | BBBI |
|---|---|---|
| Cetera Investment Advisers | $446K | $3.9M |
| Commonwealth Equity Services, LLC | $995K | $2.6M |
| Jane Street Group, LLC | $539K | $1.5M |
| Integrated Wealth Concepts LLC | $2.0M | $2K |
| Morgan Stanley | $1.9M | $6K |
| AE Wealth Management LLC | $44K | $324K |
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: IBHJ institutional holders, BBBI institutional holders.
Frequently asked questions
Do institutions hold both IBHJ and BBBI?
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%.