IYC vs HACK overlap
102 institutions report holding both IYC and HACK.
IYCHACK
Pick 2 to 4 ETFs.
We don’t have holdings for HACK. 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.
102
institutions report holding both, of 547 holding any
IYC70.3% of its 13F dollars, 42.1% of its 242 holders
HACK59.7% of its 13F dollars, 25.1% of its 407 holders
Largest institutions holding both
| Firm | IYC | HACK |
|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | $138.5M | $52K |
| Morgan Stanley | $85.2M | $11.6M |
| LPL Financial LLC | $19.8M | $73.7M |
| Bank of America Corp. | $68.9M | $20.5M |
| UBS Group AG | $54.0M | $17.6M |
| Raymond James Financial Inc. | $20.5M | $32.1M |
| HighTower Advisors, LLC | $1.5M | $39.5M |
| Royal Bank of Canada | $16.4M | $22.3M |
| Wells Fargo & Company | $29.8M | $316K |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $20.7M |
| Wealth Enhancement Advisory Services, LLC | $284K | $21.5M |
| Cetera Investment Advisers | $1.3M | $19.4M |
| Osaic Holdings, Inc. | $6.1M | $14.2M |
| MML Investors Services, LLC | $6.2M | $11.2M |
| Envestnet Asset Management Inc. | $4.5M | $12.1M |
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: IYC institutional holders, HACK institutional holders.
Frequently asked questions
Do institutions hold both IYC and HACK?
102 Form 13F filers report positions in both, out of 547 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%.