IVOL vs BRHY overlap
9 institutions report holding both IVOL and BRHY.
IVOLBRHY
Pick 2 to 4 ETFs.
We don’t have holdings for BRHY. 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.
9
institutions report holding both, of 81 holding any
IVOL14.9% of its 13F dollars, 13.2% of its 68 holders
BRHY4.6% of its 13F dollars, 40.9% of its 22 holders
Largest institutions holding both
| Firm | IVOL | BRHY |
|---|---|---|
| Morgan Stanley | $8.6M | $10K |
| Wells Fargo & Company | $4.4M | $37 |
| Jane Street Group, LLC | $504K | $2.3M |
| Steward Partners Investment Advisory, LLC | $169K | $2.0M |
| Osaic Holdings, Inc. | $2.0M | $26K |
| Chicago Partners Investment Group LLC | $1.2M | $600K |
| Citadel Advisors LLC | $451K | $205K |
| JPMorgan Chase & Co | $3K | $189K |
| Larson Financial Group LLC | $4K | $11K |
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: IVOL institutional holders, BRHY institutional holders.
Frequently asked questions
Do institutions hold both IVOL and BRHY?
9 Form 13F filers report positions in both, out of 81 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%.