IEF vs AGG overlap

IEF and AGG overlap 5.2% by weight, across 15 shared holdings.

IEFAGG

Pick 2 to 4 ETFs.

5.2%

overlap by weight, across 15 shared holdings

IEF98.2% of the fund is in shared holdings, of 15

AGG5.2% of the fund is in shared holdings, of 13,266

Top shared holdings

Holding	IEF	AGG	Overlap
US Treasury N/B	8.75%	0.42%	0.42%
US Treasury N/B	8.63%	0.41%	0.41%
US Treasury N/B	6.73%	0.40%	0.40%
US Treasury N/B	8.73%	0.40%	0.40%
US Treasury N/BT	8.22%	0.39%	0.39%
US Treasury N/BT	8.71%	0.39%	0.39%
US Treasury N/B	8.78%	0.39%	0.39%
US Treasury N/B	8.53%	0.39%	0.39%
US Treasury N/B	8.31%	0.38%	0.38%
US Treasury N/BT	9.54%	0.37%	0.37%
US Treasury N/B	5.81%	0.35%	0.35%
US Treasury N/B	5.32%	0.33%	0.33%
US Treasury N/BT	0.30%	0.31%	0.30%
US Treasury N/BT	0.38%	0.15%	0.15%
US Treasury N/BT	1.47%	0.11%	0.11%

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: IEF, SEC Form N-PORT, May 31, 2026; AGG, SEC Form N-PORT, May 31, 2026.

785

institutions report holding both, of 2,442 holding any

IEF93.5% of its 13F dollars, 68.9% of its 1,140 holders

AGG82.1% of its 13F dollars, 37.6% of its 2,087 holders

Largest institutions holding both

Firm	IEF	AGG
Fisher Asset Management, LLC	$15.2B	$132.7M
Jones Financial Companies LLLP	$16.3M	$10.9B
Raymond James Financial Inc.	$713.5M	$9.2B
Bank of America Corp.	$2.0B	$6.6B
Wells Fargo & Company	$303.0M	$6.4B
BlackRock, Inc.	$370.5M	$6.1B
Envestnet Asset Management Inc.	$1.5B	$4.3B
Morgan Stanley	$1.4B	$3.5B
JPMorgan Chase & Co	$3.3B	$1.6B
Mercer Global Advisors Inc.	$4.4M	$4.5B
US Bancorp	$24.2M	$3.9B
Ameriprise Financial Inc.	$1.8B	$1.5B
FMR LLC	$2.3B	$940.7M
Northern Trust Corp.	$4.5M	$2.3B
LPL Financial LLC	$577.7M	$1.5B

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: IEF institutional holders, AGG institutional holders.

Frequently asked questions

How much do IEF and AGG overlap?

5.2% by weight, with 15 holdings in common, using holdings for IEF as of May 31, 2026 and AGG as of May 31, 2026. The largest shared position is US TREASURY N/B.

Do institutions hold both IEF and AGG?

785 Form 13F filers report positions in both, out of 2,442 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%.