ISTM vs IBBQ overlap
4 institutions report holding both ISTM and IBBQ.
ISTMIBBQ
Pick 2 to 4 ETFs.
We don’t have holdings for ISTM. 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 51 holding any
ISTM2.8% of its 13F dollars, 20.0% of its 20 holders
IBBQ2.3% of its 13F dollars, 11.4% of its 35 holders
Largest institutions holding both
| Firm | ISTM | IBBQ |
|---|---|---|
| AE Wealth Management LLC | $517K | $2K |
| Osaic Holdings, Inc. | $18K | $347K |
| Royal Bank of Canada | $1K | $43K |
| Wells Fargo & Company | $1K | $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: ISTM institutional holders, IBBQ institutional holders.
Frequently asked questions
Do institutions hold both ISTM and IBBQ?
4 Form 13F filers report positions in both, out of 51 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%.