IGSB vs IEI overlap
IGSB and IEI 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: IGSB, SEC Form N-PORT, May 31, 2026; IEI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IGSB | IEI |
|---|---|---|
| JPMorgan Chase & Co | $77.5M | $2.3B |
| Bank of America Corp. | $434.0M | $1.1B |
| Northern Trust Corp. | $1.4B | $10.3M |
| Captrust Financial Advisors | $319.0M | $803.1M |
| Ameriprise Financial Inc. | $524.2M | $338.8M |
| BlackRock, Inc. | $660.1M | $178.7M |
| Morgan Stanley | $462.2M | $354.8M |
| Envestnet Asset Management Inc. | $358.2M | $402.0M |
| EP Wealth Advisors, LLC | $718.6M | $470K |
| Wells Fargo & Company | $288.6M | $270.1M |
| Assetmark, Inc. | $88.9M | $462.7M |
| FMR LLC | $117.7M | $433.6M |
| UBS Group AG | $288.7M | $220.5M |
| LPL Financial LLC | $184.8M | $307.3M |
| Stifel Financial Corp. | $171.9M | $252.2M |
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: IGSB institutional holders, IEI institutional holders.
Frequently asked questions
How much do IGSB and IEI overlap?
0.0% by weight, with 0 holdings in common, using holdings for IGSB as of May 31, 2026 and IEI as of May 31, 2026.
Do institutions hold both IGSB and IEI?
421 Form 13F filers report positions in both, out of 1,407 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%.