IGEB vs HIMU overlap
83 institutions report holding both IGEB and HIMU.
IGEBHIMU
Pick 2 to 4 ETFs.
We don’t have holdings for HIMU. 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.
83
institutions report holding both, of 343 holding any
IGEB69.2% of its 13F dollars, 43.9% of its 189 holders
HIMU68.9% of its 13F dollars, 35.0% of its 237 holders
Largest institutions holding both
| Firm | IGEB | HIMU |
|---|---|---|
| Envestnet Asset Management Inc. | $177.8M | $66.5M |
| LPL Financial LLC | $122.4M | $95.4M |
| Bank of America Corp. | $80.1M | $122.7M |
| Morgan Stanley | $53.1M | $72.0M |
| BlackRock, Inc. | $33.5M | $88.3M |
| Betterment LLC | $67.1M | $367K |
| JPMorgan Chase & Co | $10.9M | $52.3M |
| Cetera Investment Advisers | $30.4M | $22.2M |
| Ameriprise Financial Inc. | $17.8M | $33.7M |
| Cambridge Investment Research Advisors, Inc. | $38.6M | $7.3M |
| MML Investors Services, LLC | $29.1M | $15.6M |
| UBS Group AG | $19.4M | $24.5M |
| Equitable Holdings, Inc. | $38.5M | $4.8M |
| Commonwealth Equity Services, LLC | $11.7M | $28.5M |
| Wells Fargo & Company | $10K | $39.7M |
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: IGEB institutional holders, HIMU institutional holders.
Frequently asked questions
Do institutions hold both IGEB and HIMU?
83 Form 13F filers report positions in both, out of 343 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%.