IBND vs HYFI overlap
IBND and HYFI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: IBND, SEC Form N-PORT, June 30, 2026; HYFI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBND | HYFI |
|---|---|---|
| LPL Financial LLC | $11.0M | $115.5M |
| Farther Finance Advisors, LLC | $64.0M | $4K |
| Raymond James Financial Inc. | $1.3M | $22.5M |
| Envestnet Asset Management Inc. | $2.6M | $10.1M |
| Morgan Stanley | $9.5M | $74K |
| UBS Group AG | $3.7M | $4.7M |
| Jane Street Group, LLC | $1.1M | $6.1M |
| Osaic Holdings, Inc. | $1.1M | $3.9M |
| N.E.W. Advisory Services LLC | $4.5M | $7K |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $842K |
| Kestra Advisory Services, LLC | $695K | $1.2M |
| PNC Financial Services Group, Inc. | $743K | $61K |
| MML Investors Services, LLC | $400K | $344K |
| Steward Partners Investment Advisory, LLC | $556K | $80K |
| Integrated Wealth Concepts LLC | $423K | $7K |
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: IBND institutional holders, HYFI institutional holders.
Frequently asked questions
How much do IBND and HYFI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBND as of June 30, 2026 and HYFI as of May 31, 2026.
Do institutions hold both IBND and HYFI?
20 Form 13F filers report positions in both, out of 155 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%.