IGRO vs HEDJ overlap
IGRO and HEDJ overlap 9.2% by weight, across 25 shared holdings.
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Top shared holdings
| Holding | IGRO | HEDJ | Overlap |
|---|---|---|---|
| SanofiSAN | 2.18% | 3.49% | 2.18% |
| Schneider ElectrSBGSF | 1.18% | 1.88% | 1.18% |
| Air Liquide SAAIQUF | 1.09% | 1.46% | 1.09% |
| SAP SESAPGF | 1.07% | 1.40% | 1.07% |
| L'OREALLRLCF | 0.86% | 3.05% | 0.86% |
| MichelinML | 0.48% | 0.58% | 0.48% |
| Publicis GroupePUB | 0.39% | 0.41% | 0.39% |
| Legrand SALR | 0.32% | 0.40% | 0.32% |
| Wolters KluwerWKL | 0.25% | 0.36% | 0.25% |
| Aegon Ltd.AGN | 0.22% | 0.98% | 0.22% |
| Heidelberg MaterHEI | 0.21% | 0.64% | 0.21% |
| Metso Corp.METSO | 0.13% | 0.66% | 0.13% |
| Prysmian SpaPRY | 0.12% | 0.72% | 0.12% |
| Kerry Group-aKYGA | 0.11% | 0.38% | 0.11% |
| Tenaris SATEN | 0.11% | 1.48% | 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: IGRO, SEC Form N-PORT, June 30, 2026; HEDJ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IGRO | HEDJ |
|---|---|---|
| Morgan Stanley | $73.5M | $72.1M |
| Bank of America Corp. | $68.1M | $76.5M |
| Goldman Sachs Group Inc. | $626K | $139.3M |
| LPL Financial LLC | $42.5M | $30.3M |
| Raymond James Financial Inc. | $42.9M | $19.4M |
| UBS Group AG | $14.3M | $47.4M |
| Osaic Holdings, Inc. | $55.1M | $3.6M |
| Commonwealth Equity Services, LLC | $34.6M | $2.0M |
| Royal Bank of Canada | $8.8M | $22.6M |
| Wells Fargo & Company | $650K | $28.1M |
| Rockefeller Capital Management L.P. | $5.1M | $23.6M |
| FMR LLC | $1.2M | $25.5M |
| Bank of New York Mellon Corp | $1.5M | $24.0M |
| Envestnet Asset Management Inc. | $18.9M | $5.3M |
| JPMorgan Chase & Co | $20.1M | $3.4M |
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: IGRO institutional holders, HEDJ institutional holders.
Frequently asked questions
How much do IGRO and HEDJ overlap?
9.2% by weight, with 25 holdings in common, using holdings for IGRO as of June 30, 2026 and HEDJ as of June 30, 2026. The largest shared position is SAN.
Do institutions hold both IGRO and HEDJ?
73 Form 13F filers report positions in both, out of 379 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%.