IEZ vs ETHB overlap
8 institutions report holding both IEZ and ETHB.
IEZETHB
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.
8
institutions report holding both, of 114 holding any
IEZ10.6% of its 13F dollars, 8.6% of its 93 holders
ETHB49.9% of its 13F dollars, 27.6% of its 29 holders
Largest institutions holding both
| Firm | IEZ | ETHB |
|---|---|---|
| Goldman Sachs Group Inc. | $2.7M | $102.3M |
| Morgan Stanley | $22.2M | $20K |
| Susquehanna International Group, LLP | $1.2M | $4.7M |
| Citadel Advisors LLC | $358K | $4.7M |
| Northwestern Mutual Wealth Management Co | $224K | $406 |
| Allworth Financial LP | $62K | $873 |
| Integrated Wealth Concepts LLC | $27K | $7K |
| Simplex Trading, LLC | $10K | $609 |
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: IEZ institutional holders, ETHB institutional holders.
Frequently asked questions
Do institutions hold both IEZ and ETHB?
8 Form 13F filers report positions in both, out of 114 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%.