IEO vs ETHB overlap
12 institutions report holding both IEO and ETHB.
IEOETHB
Pick 2 to 4 ETFs.
We don’t have holdings for ETHB. 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.
12
institutions report holding both, of 178 holding any
IEO20.6% of its 13F dollars, 7.5% of its 161 holders
ETHB87.8% of its 13F dollars, 41.4% of its 29 holders
Largest institutions holding both
| Firm | IEO | ETHB |
|---|---|---|
| Goldman Sachs Group Inc. | $433K | $102.3M |
| BlackRock, Inc. | $58K | $81.2M |
| Morgan Stanley | $32.7M | $20K |
| Citadel Advisors LLC | $4.8M | $4.7M |
| Susquehanna International Group, LLP | $4.3M | $4.7M |
| Cetera Investment Advisers | $1.2M | $1.6M |
| Jane Street Group, LLC | $583K | $1.9M |
| Northwestern Mutual Wealth Management Co | $1.8M | $406 |
| Institute for Wealth Management, LLC. | $7K | $153K |
| Farther Finance Advisors, LLC | $4K | $137K |
| Integrated Wealth Concepts LLC | $31K | $7K |
| Atlantic Union Bankshares Corp | $17K | $6K |
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: IEO institutional holders, ETHB institutional holders.
Frequently asked questions
Do institutions hold both IEO and ETHB?
12 Form 13F filers report positions in both, out of 178 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%.