IBMS vs BKFI overlap
5 institutions report holding both IBMS and BKFI.
IBMSBKFI
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.
5
institutions report holding both, of 125 holding any
IBMS3.8% of its 13F dollars, 4.3% of its 115 holders
BKFI0.9% of its 13F dollars, 33.3% of its 15 holders
Largest institutions holding both
| Firm | IBMS | BKFI |
|---|---|---|
| Jane Street Group, LLC | $5.4M | $843K |
| Morgan Stanley | $2.5M | $73K |
| Raymond James Financial Inc. | $1.4M | $586K |
| Susquehanna International Group, LLP | $201K | $521K |
| Citadel Advisors LLC | $201K | $351K |
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: IBMS institutional holders, BKFI institutional holders.
Frequently asked questions
Do institutions hold both IBMS and BKFI?
5 Form 13F filers report positions in both, out of 125 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%.