SILJ vs IAI overlap
66 institutions report holding both SILJ and IAI.
SILJIAI
Pick 2 to 4 ETFs.
We don’t have holdings for SILJ. 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.
66
institutions report holding both, of 356 holding any
SILJ42.4% of its 13F dollars, 28.6% of its 231 holders
IAI47.2% of its 13F dollars, 34.5% of its 191 holders
Largest institutions holding both
| Firm | SILJ | IAI |
|---|---|---|
| Morgan Stanley | $36.1M | $74.7M |
| Two Sigma Investments, LP | $43.4M | $43.3M |
| Cetera Investment Advisers | $68.0M | $4.8M |
| LPL Financial LLC | $46.4M | $20.9M |
| Citadel Advisors LLC | $51.0M | $6.2M |
| MML Investors Services, LLC | $450K | $48.1M |
| Wells Fargo & Company | $8K | $41.8M |
| Osaic Holdings, Inc. | $7.4M | $22.4M |
| Bank of America Corp. | $2.2M | $21.8M |
| Royal Bank of Canada | $4.5M | $16.6M |
| UBS Group AG | $3.0M | $13.1M |
| Jane Street Group, LLC | $13.2M | $1.1M |
| Raymond James Financial Inc. | $5.8M | $8.0M |
| Quadrature Capital Ltd | $5.8M | $6.9M |
| Advisory Services Network, LLC | $447K | $12.1M |
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: SILJ institutional holders, IAI institutional holders.
Frequently asked questions
Do institutions hold both SILJ and IAI?
66 Form 13F filers report positions in both, out of 356 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%.