SHY vs SGOV overlap
563 institutions report holding both SHY and SGOV.
SHYSGOV
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.
563
institutions report holding both, of 1,949 holding any
SHY83.8% of its 13F dollars, 46.5% of its 1,210 holders
SGOV70.4% of its 13F dollars, 43.2% of its 1,302 holders
Largest institutions holding both
| Firm | SHY | SGOV |
|---|---|---|
| Morgan Stanley | $2.0B | $853.0M |
| Bank of America Corp. | $1.4B | $1.2B |
| Captrust Financial Advisors | $1.7B | $232.2M |
| LPL Financial LLC | $449.7M | $1.1B |
| BlackRock, Inc. | $1.0B | $59.7M |
| JPMorgan Chase & Co | $741.8M | $285.5M |
| UBS Group AG | $386.8M | $600.2M |
| FMR LLC | $944.8M | $2.5M |
| Ameriprise Financial Inc. | $509.7M | $382.6M |
| Raymond James Financial Inc. | $413.8M | $366.1M |
| Wells Fargo & Company | $466.6M | $247.6M |
| Cerity Partners LLC | $203.6M | $457.6M |
| Royal Bank of Canada | $286.2M | $269.3M |
| Envestnet Asset Management Inc. | $274.7M | $206.7M |
| Bank of New York Mellon Corp | $459.9M | $14.2M |
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, SGOV institutional holders.
Frequently asked questions
Do institutions hold both SHY and SGOV?
563 Form 13F filers report positions in both, out of 1,949 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%.