IBMV vs FIMU overlap
IBMV and FIMU overlap 0.3% by weight, across 13 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IBMV | FIMU | Overlap |
|---|---|---|---|
| IL Sales Tax 5% 6/15/2033 | 0.38% | 0.09% | 0.09% |
| NYC TFA (PIT) 5% 11/1/2037 | 0.56% | 0.08% | 0.08% |
| PA TPK 5% 12/1/2034 | 0.25% | 0.04% | 0.04% |
| NJ St ECON DEV AUTH | 0.32% | 0.03% | 0.03% |
| American MUNI PWR Inc. | 0.25% | 0.02% | 0.02% |
| Washington METR 5% 7/15/2035 | 0.25% | 0.02% | 0.02% |
| TX Tech UNIV 5% 2/15/2033 | 0.25% | 0.01% | 0.01% |
| La CA USD COP 5% 10/1/2037 | 0.50% | 0.01% | 0.01% |
| Chicago Ohare 5% 1/1/2037 | 0.31% | 0.01% | 0.01% |
| NY Payroll MOBI 5% 11/15/2034 | 0.25% | 0.01% | 0.01% |
| CT SPEC Tax 5% 7/1/2033 | 0.13% | 0.01% | 0.01% |
| OH WTR DEV 5% 12/1/2033 | 0.26% | 0.01% | 0.01% |
| Texas Water DEV 5% 4/15/2033 | 0.25% | 0.01% | 0.01% |
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: IBMV, SEC Form N-PORT, July 31, 2026; FIMU, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: IBMV institutional holders, FIMU institutional holders.
Frequently asked questions
How much do IBMV and FIMU overlap?
0.3% by weight, with 13 holdings in common, using holdings for IBMV as of July 31, 2026 and FIMU as of June 30, 2026. The largest shared position is IL SALES TAX 5% 6/15/2033.
Do institutions hold both IBMV and FIMU?
0 Form 13F filers report positions in both, out of 7 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%.