SILJ vs IYE overlap
92 institutions report holding both SILJ and IYE.
SILJIYE
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.
92
institutions report holding both, of 464 holding any
SILJ63.0% of its 13F dollars, 39.8% of its 231 holders
IYE59.1% of its 13F dollars, 28.3% of its 325 holders
Largest institutions holding both
| Firm | SILJ | IYE |
|---|---|---|
| Morgan Stanley | $36.1M | $100.5M |
| Susquehanna International Group, LLP | $133.0M | $691K |
| LPL Financial LLC | $46.4M | $38.0M |
| Cetera Investment Advisers | $68.0M | $9.8M |
| Bank of America Corp. | $2.2M | $59.4M |
| Citadel Advisors LLC | $51.0M | $6.1M |
| Wells Fargo & Company | $8K | $50.7M |
| Two Sigma Investments, LP | $43.4M | $1.7M |
| Goldman Sachs Group Inc. | $613K | $41.6M |
| D. E. Shaw & Co., Inc. | $38.3M | $3.0M |
| UBS Group AG | $3.0M | $33.6M |
| Royal Bank of Canada | $4.5M | $18.4M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $14.4M |
| Osaic Holdings, Inc. | $7.4M | $7.9M |
| Raymond James Financial Inc. | $5.8M | $9.1M |
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, IYE institutional holders.
Frequently asked questions
Do institutions hold both SILJ and IYE?
92 Form 13F filers report positions in both, out of 464 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%.