IYM vs HACK overlap
114 institutions report holding both IYM and HACK.
IYMHACK
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.
114
institutions report holding both, of 565 holding any
IYM54.6% of its 13F dollars, 41.9% of its 272 holders
HACK64.1% of its 13F dollars, 28.0% of its 407 holders
Largest institutions holding both
| Firm | IYM | HACK |
|---|---|---|
| LPL Financial LLC | $42.7M | $73.7M |
| Bank of America Corp. | $79.0M | $20.5M |
| Morgan Stanley | $58.8M | $11.6M |
| Cambridge Investment Research Advisors, Inc. | $28.6M | $20.7M |
| HighTower Advisors, LLC | $2.5M | $39.5M |
| Raymond James Financial Inc. | $4.7M | $32.1M |
| Cetera Investment Advisers | $15.4M | $19.4M |
| UBS Group AG | $14.6M | $17.6M |
| Royal Bank of Canada | $6.3M | $22.3M |
| Assetmark, Inc. | $27.4M | $45K |
| Osaic Holdings, Inc. | $11.2M | $14.2M |
| Northwestern Mutual Wealth Management Co | $14.1M | $10.3M |
| Wealth Enhancement Advisory Services, LLC | $741K | $21.5M |
| Exchange Traded Concepts, LLC | $2.5M | $16.3M |
| Modern Wealth Management, LLC | $16.3M | $414K |
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: IYM institutional holders, HACK institutional holders.
Frequently asked questions
Do institutions hold both IYM and HACK?
114 Form 13F filers report positions in both, out of 565 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%.