IONL vs HIBS overlap
4 institutions report holding both IONL and HIBS.
IONLHIBS
Pick 2 to 4 ETFs.
We don’t have holdings for HIBS. 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.
4
institutions report holding both, of 12 holding any
IONL19.4% of its 13F dollars, 50.0% of its 8 holders
HIBS25.5% of its 13F dollars, 50.0% of its 8 holders
Largest institutions holding both
| Firm | IONL | HIBS |
|---|---|---|
| Susquehanna International Group, LLP | $589K | $436K |
| Tower Research Capital LLC (TRC) | $1K | $417K |
| Group One Trading LLC | $34K | $522 |
| Simplex Trading, LLC | $30K | $3K |
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: IONL institutional holders, HIBS institutional holders.
Frequently asked questions
Do institutions hold both IONL and HIBS?
4 Form 13F filers report positions in both, out of 12 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%.