IBMT vs HYDW overlap
IBMT and HYDW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBMT: July 31, 2026, HYDW: May 29, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: IBMT, SEC Form N-PORT, July 31, 2026; HYDW, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | IBMT | HYDW |
|---|---|---|
| Cetera Investment Advisers | $214K | $17.4M |
| Mercer Global Advisors Inc. | $12.3M | $318K |
| Morgan Stanley | $188K | $4.7M |
| JPMorgan Chase & Co | $47K | $1.7M |
| Royal Bank of Canada | $1.5M | $25K |
| LPL Financial LLC | $636K | $770K |
| IFG Advisory, LLC | $306K | $9K |
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: IBMT institutional holders, HYDW institutional holders.
Frequently asked questions
How much do IBMT and HYDW overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMT as of July 31, 2026 and HYDW as of May 29, 2026.
Do institutions hold both IBMT and HYDW?
7 Form 13F filers report positions in both, out of 83 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%.