JAAA vs IQMM overlap
8 institutions report holding both JAAA and IQMM.
JAAAIQMM
Pick 2 to 4 ETFs.
We don’t have holdings for IQMM. 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.
8
institutions report holding both, of 911 holding any
JAAA4.7% of its 13F dollars, 0.9% of its 906 holders
IQMM1.2% of its 13F dollars, 61.5% of its 13 holders
Largest institutions holding both
| Firm | JAAA | IQMM |
|---|---|---|
| Cetera Investment Advisers | $297.9M | $243K |
| Cambridge Investment Research Advisors, Inc. | $219.3M | $53.8M |
| Royal Bank of Canada | $271.0M | $154K |
| Goldman Sachs Group Inc. | $15.9M | $167.2M |
| Citadel Advisors LLC | $38.9M | $347K |
| JPMorgan Chase & Co | $14.7M | $948K |
| Clearstead Advisors, LLC | $8.2M | $619K |
| Jane Street Group, LLC | $742K | $4.4M |
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: JAAA institutional holders, IQMM institutional holders.
Frequently asked questions
Do institutions hold both JAAA and IQMM?
8 Form 13F filers report positions in both, out of 911 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%.