LFAW vs IBGL overlap
2 institutions report holding both LFAW and IBGL.
LFAWIBGL
Pick 2 to 4 ETFs.
We don’t have holdings for LFAW. 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.
2
institutions report holding both, of 8 holding any
LFAW8.9% of its 13F dollars, 50.0% of its 4 holders
IBGL24.6% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | LFAW | IBGL |
|---|---|---|
| Jane Street Group, LLC | $268K | $754K |
| UBS Group AG | $19K | $4K |
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: LFAW institutional holders, IBGL institutional holders.
Frequently asked questions
Do institutions hold both LFAW and IBGL?
2 Form 13F filers report positions in both, out of 8 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%.