USHY vs BIL overlap
359 institutions report holding both USHY and BIL.
USHYBIL
Pick 2 to 4 ETFs.
We don’t have holdings for BIL. 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.
359
institutions report holding both, of 1,604 holding any
USHY61.9% of its 13F dollars, 53.4% of its 672 holders
BIL68.5% of its 13F dollars, 27.8% of its 1,291 holders
Largest institutions holding both
| Firm | USHY | BIL |
|---|---|---|
| Jones Financial Companies LLLP | $3.8B | $36.0M |
| Wells Fargo & Company | $2.7B | $769.8M |
| Morgan Stanley | $604.1M | $2.7B |
| Bank of America Corp. | $804.3M | $1.5B |
| UBS Group AG | $963.5M | $831.3M |
| LPL Financial LLC | $204.4M | $1.4B |
| BlackRock, Inc. | $1.6B | $1.9M |
| Raymond James Financial Inc. | $758.2M | $419.8M |
| Royal Bank of Canada | $269.9M | $722.1M |
| Goldman Sachs Group Inc. | $873.5M | $1.6M |
| Envestnet Asset Management Inc. | $239.1M | $429.9M |
| Stifel Financial Corp. | $38.6M | $492.3M |
| Assetmark, Inc. | $93.4M | $421.6M |
| AQR Capital Management LLC | $2.1M | $508.7M |
| Cambridge Investment Research Advisors, Inc. | $89.5M | $358.9M |
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: USHY institutional holders, BIL institutional holders.
Frequently asked questions
Do institutions hold both USHY and BIL?
359 Form 13F filers report positions in both, out of 1,604 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%.