MSTZ vs IWMW overlap
1 institutions report holding both MSTZ and IWMW.
MSTZIWMW
Pick 2 to 4 ETFs.
We don’t have holdings for MSTZ. 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 23 holding any
MSTZ11.2% of its 13F dollars, 6.3% of its 16 holders
IWMW2.8% of its 13F dollars, 12.5% of its 8 holders
Largest institutions holding both
| Firm | MSTZ | IWMW |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $305K |
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: MSTZ institutional holders, IWMW institutional holders.
Frequently asked questions
Do institutions hold both MSTZ and IWMW?
1 Form 13F filers report positions in both, out of 23 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%.