SHYG vs BKLN overlap
SHYG and BKLN overlap 2.0% by weight, across 28 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SHYG: July 31, 2026, BKLN: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SHYG | BKLN | Overlap |
|---|---|---|---|
| HUB Intl Ltd.HBGCN | 0.37% | 0.27% | 0.27% |
| Bculc 3.875 01/15/28 144A | 0.18% | 0.21% | 0.18% |
| Allied UniversalUNSEAM | 0.16% | 0.26% | 0.16% |
| Jane Street GRPJANEST | 0.15% | 0.22% | 0.15% |
| 1011778 BC ULC /BCULC | 0.14% | 0.13% | 0.13% |
| Acrisure LLCACRISU | 0.12% | 0.18% | 0.12% |
| Transdigm Inc.TDG | 0.23% | 0.11% | 0.11% |
| Cloud Sftwr GRPTIBX | 0.42% | 0.11% | 0.11% |
| Neptune Bidco USNLSN | 0.11% | 0.07% | 0.07% |
| Atlas Luxco 4UNSEAM | 0.14% | 0.07% | 0.07% |
| Allied Universal | 0.09% | 0.06% | 0.06% |
| Clydesdale Acqui | 0.06% | 0.07% | 0.06% |
| Acrisure LLCACRISU | 0.08% | 0.04% | 0.04% |
| Transdigm Inc. | 0.17% | 0.04% | 0.04% |
| Belron UK Financ | 0.12% | 0.04% | 0.04% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SHYG, SEC Form N-PORT, July 31, 2026; BKLN, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SHYG | BKLN |
|---|---|---|
| Morgan Stanley | $602.3M | $286.3M |
| Royal Bank of Canada | $644.5M | $18.6M |
| Assetmark, Inc. | $562.6M | $89.2M |
| BlackRock, Inc. | $179.3M | $345.2M |
| LPL Financial LLC | $143.5M | $122.9M |
| UBS Group AG | $32.3M | $217.1M |
| Goldman Sachs Group Inc. | $4.2M | $233.1M |
| Bank of America Corp. | $111.3M | $118.2M |
| Wells Fargo & Company | $64.5M | $70.0M |
| JPMorgan Chase & Co | $10.5M | $121.7M |
| Envestnet Asset Management Inc. | $67.7M | $56.5M |
| Wealthfront Advisers LLC | $113.7M | $1.5M |
| Bank of New York Mellon Corp | $50.0M | $49.4M |
| Mercer Global Advisors Inc. | $86.3M | $3.2M |
| Commonwealth Equity Services, LLC | $81.3M | $5.0M |
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: SHYG institutional holders, BKLN institutional holders.
Frequently asked questions
How much do SHYG and BKLN overlap?
2.0% by weight, with 28 holdings in common, using holdings for SHYG as of July 31, 2026 and BKLN as of May 31, 2026. The largest shared position is HBGCN.
Do institutions hold both SHYG and BKLN?
199 Form 13F filers report positions in both, out of 879 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%.