SGOV vs HYG overlap
441 institutions report holding both SGOV and HYG.
SGOVHYG
Pick 2 to 4 ETFs.
We don’t have holdings for SGOV. 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.
441
institutions report holding both, of 1,849 holding any
SGOV63.1% of its 13F dollars, 33.9% of its 1,302 holders
HYG56.1% of its 13F dollars, 44.6% of its 988 holders
Largest institutions holding both
| Firm | SGOV | HYG |
|---|---|---|
| Bank of America Corp. | $1.2B | $1.4B |
| Morgan Stanley | $853.0M | $1.6B |
| BlackRock, Inc. | $59.7M | $1.4B |
| LPL Financial LLC | $1.1B | $262.5M |
| Goldman Sachs Group Inc. | $14.3M | $1.2B |
| UBS Group AG | $600.2M | $288.9M |
| JPMorgan Chase & Co | $285.5M | $508.1M |
| Royal Bank of Canada | $269.3M | $498.7M |
| Citigroup Inc. | $53.2M | $657.1M |
| Envestnet Asset Management Inc. | $206.7M | $418.3M |
| Assetmark, Inc. | $4.5M | $552.5M |
| Ameriprise Financial Inc. | $382.6M | $125.0M |
| Wells Fargo & Company | $247.6M | $227.7M |
| Cerity Partners LLC | $457.6M | $12.7M |
| Raymond James Financial Inc. | $366.1M | $70.4M |
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: SGOV institutional holders, HYG institutional holders.
Frequently asked questions
Do institutions hold both SGOV and HYG?
441 Form 13F filers report positions in both, out of 1,849 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%.