JULB vs IFEB overlap
1 institutions report holding both JULB and IFEB.
JULBIFEB
Pick 2 to 4 ETFs.
We don’t have holdings for JULB, IFEB. 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 77 holding any
JULB0.1% of its 13F dollars, 12.5% of its 8 holders
IFEB0.1% of its 13F dollars, 1.4% of its 70 holders
Largest institutions holding both
| Firm | JULB | IFEB |
|---|---|---|
| UBS Group AG | $30K | $23K |
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: JULB institutional holders, IFEB institutional holders.
Frequently asked questions
Do institutions hold both JULB and IFEB?
1 Form 13F filers report positions in both, out of 77 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%.