SHYM vs BDBT overlap
1 institutions report holding both SHYM and BDBT.
SHYMBDBT
Pick 2 to 4 ETFs.
We don’t have holdings for SHYM. 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 154 holding any
SHYM0.1% of its 13F dollars, 0.7% of its 150 holders
BDBT99.5% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | SHYM | BDBT |
|---|---|---|
| RFG Advisory, LLC | $579K | $479.5M |
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: SHYM institutional holders, BDBT institutional holders.
Frequently asked questions
Do institutions hold both SHYM and BDBT?
1 Form 13F filers report positions in both, out of 154 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%.