ISTB vs BDYN overlap
56 institutions report holding both ISTB and BDYN.
ISTBBDYN
Pick 2 to 4 ETFs.
We don’t have holdings for BDYN. 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.
56
institutions report holding both, of 466 holding any
ISTB23.4% of its 13F dollars, 14.1% of its 398 holders
BDYN93.3% of its 13F dollars, 45.2% of its 124 holders
Largest institutions holding both
| Firm | ISTB | BDYN |
|---|---|---|
| Envestnet Asset Management Inc. | $29.4M | $1.5B |
| LPL Financial LLC | $41.1M | $571.5M |
| BlackRock, Inc. | $374.2M | $299K |
| MML Investors Services, LLC | $11.0M | $345.7M |
| Wells Fargo & Company | $34.3M | $252.6M |
| JPMorgan Chase & Co | $46.7M | $152.2M |
| Cetera Investment Advisers | $8.6M | $116.9M |
| Raymond James Financial Inc. | $116.8M | $644K |
| Park Avenue Securities LLC | $853K | $111.0M |
| Northwestern Mutual Wealth Management Co | $890K | $87.1M |
| Morgan Stanley | $54.0M | $107K |
| Ameriprise Financial Inc. | $32.5M | $945K |
| WBH Advisory Inc. | $269K | $29.5M |
| Royal Bank of Canada | $26.2M | $87K |
| Cambridge Investment Research Advisors, Inc. | $18.3M | $6.8M |
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: ISTB institutional holders, BDYN institutional holders.
Frequently asked questions
Do institutions hold both ISTB and BDYN?
56 Form 13F filers report positions in both, out of 466 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%.