SHY vs IQMM overlap
10 institutions report holding both SHY and IQMM.
SHYIQMM
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.
10
institutions report holding both, of 1,213 holding any
SHY6.1% of its 13F dollars, 0.8% of its 1,210 holders
IQMM1.3% of its 13F dollars, 76.9% of its 13 holders
Largest institutions holding both
| Firm | SHY | IQMM |
|---|---|---|
| JPMorgan Chase & Co | $741.8M | $948K |
| Royal Bank of Canada | $286.2M | $154K |
| Goldman Sachs Group Inc. | $68.8M | $167.2M |
| Cambridge Investment Research Advisors, Inc. | $49.4M | $53.8M |
| Cetera Investment Advisers | $51.5M | $243K |
| Clearstead Advisors, LLC | $12.4M | $619K |
| Jump Financial, LLC | $1.6M | $10.2M |
| Birch Financial Group, LLC | $2.9M | $4.7M |
| Jane Street Group, LLC | $1.0M | $4.4M |
| BNP Paribas Financial Markets | $4.4M | $36K |
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: SHY institutional holders, IQMM institutional holders.
Frequently asked questions
Do institutions hold both SHY and IQMM?
10 Form 13F filers report positions in both, out of 1,213 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%.