IYW vs BAI overlap
430 institutions report holding both IYW and BAI.
IYWBAI
Pick 2 to 4 ETFs.
We don’t have holdings for BAI. 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.
430
institutions report holding both, of 1,533 holding any
IYW66.9% of its 13F dollars, 33.1% of its 1,299 holders
BAI92.6% of its 13F dollars, 64.8% of its 664 holders
Largest institutions holding both
| Firm | IYW | BAI |
|---|---|---|
| Envestnet Asset Management Inc. | $341.2M | $3.0B |
| LPL Financial LLC | $765.7M | $1.4B |
| Morgan Stanley | $1.3B | $537.8M |
| Bank of America Corp. | $866.2M | $351.1M |
| JPMorgan Chase & Co | $329.4M | $809.8M |
| Dynasty Wealth Management, LLC | $75.9M | $746.0M |
| Raymond James Financial Inc. | $362.1M | $273.3M |
| Ameriprise Financial Inc. | $149.6M | $485.6M |
| UBS Group AG | $435.8M | $101.3M |
| MML Investors Services, LLC | $72.7M | $324.8M |
| Cetera Investment Advisers | $116.8M | $269.7M |
| Wells Fargo & Company | $374.0M | $1.3M |
| Royal Bank of Canada | $232.7M | $98.1M |
| Commonwealth Equity Services, LLC | $168.9M | $151.9M |
| Park Avenue Securities LLC | $24.9M | $280.4M |
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: IYW institutional holders, BAI institutional holders.
Frequently asked questions
Do institutions hold both IYW and BAI?
430 Form 13F filers report positions in both, out of 1,533 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%.