IBIF vs BSJV overlap
7 institutions report holding both IBIF and BSJV.
IBIFBSJV
Pick 2 to 4 ETFs.
We don’t have holdings for BSJV. 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.
7
institutions report holding both, of 69 holding any
IBIF36.8% of its 13F dollars, 25.9% of its 27 holders
BSJV26.6% of its 13F dollars, 14.3% of its 49 holders
Largest institutions holding both
| Firm | IBIF | BSJV |
|---|---|---|
| Raymond James Financial Inc. | $14.3M | $2.6M |
| LPL Financial LLC | $399K | $7.6M |
| Osaic Holdings, Inc. | $1.3M | $1.3M |
| 4Thought Financial Group Inc. | $364K | $437K |
| Commonwealth Equity Services, LLC | $259K | $277K |
| Steward Partners Investment Advisory, LLC | $264K | $4K |
| Asset Dedication, LLC | $36K | $20K |
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: IBIF institutional holders, BSJV institutional holders.
Frequently asked questions
Do institutions hold both IBIF and BSJV?
7 Form 13F filers report positions in both, out of 69 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%.