IWMY vs ITDC overlap
1 institutions report holding both IWMY and ITDC.
IWMYITDC
Pick 2 to 4 ETFs.
We don’t have holdings for IWMY. 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.
1
institutions report holding both, of 20 holding any
IWMY1.1% of its 13F dollars, 8.3% of its 12 holders
ITDC11.4% of its 13F dollars, 11.1% of its 9 holders
Largest institutions holding both
| Firm | IWMY | ITDC |
|---|---|---|
| Osaic Holdings, Inc. | $19K | $211K |
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: IWMY institutional holders, ITDC institutional holders.
Frequently asked questions
Do institutions hold both IWMY and ITDC?
1 Form 13F filers report positions in both, out of 20 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%.