IQMM vs BIV overlap
7 institutions report holding both IQMM and BIV.
IQMMBIV
Pick 2 to 4 ETFs.
We don’t have holdings for IQMM. 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.
7
institutions report holding both, of 1,024 holding any
IQMM1.2% of its 13F dollars, 53.9% of its 13 holders
BIV7.3% of its 13F dollars, 0.7% of its 1,018 holders
Largest institutions holding both
| Firm | IQMM | BIV |
|---|---|---|
| Goldman Sachs Group Inc. | $167.2M | $862.8M |
| Cambridge Investment Research Advisors, Inc. | $53.8M | $169.5M |
| Royal Bank of Canada | $154K | $157.8M |
| Cetera Investment Advisers | $243K | $137.5M |
| JPMorgan Chase & Co | $948K | $51.3M |
| Citadel Advisors LLC | $347K | $14.6M |
| Clearstead Advisors, LLC | $619K | $596K |
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: IQMM institutional holders, BIV institutional holders.
Frequently asked questions
Do institutions hold both IQMM and BIV?
7 Form 13F filers report positions in both, out of 1,024 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%.