IHI vs FHLC overlap
IHI and FHLC overlap 14.2% by weight, across 42 shared holdings.
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Top shared holdings
| Holding | IHI | FHLC | Overlap |
|---|---|---|---|
| Abbott LabsABT | 16.93% | 2.66% | 2.66% |
| Intuitive SurgicISRG | 15.09% | 1.82% | 1.82% |
| Stryker Corp.SYK | 11.64% | 1.62% | 1.62% |
| Medtronic PLCMDT | 4.40% | 1.59% | 1.59% |
| Boston ScientifcBSX | 3.99% | 1.00% | 1.00% |
| Edwards LifeEW | 4.75% | 0.72% | 0.72% |
| Becton DickinsonBDX | 4.63% | 0.68% | 0.68% |
| Idexx LabsIDXX | 4.27% | 0.64% | 0.64% |
| DexcomDXCM | 4.02% | 0.46% | 0.46% |
| GE Healthcare TEGEHC | 4.51% | 0.45% | 0.45% |
| Resmed Inc.RMD | 4.38% | 0.44% | 0.44% |
| Steris PLCSTE | 3.20% | 0.32% | 0.32% |
| Zimmer Biomet HOZBH | 2.58% | 0.26% | 0.26% |
| Baxter Intl Inc.BAX | 1.71% | 0.19% | 0.19% |
| Penumbra Inc.PEN | 1.92% | 0.17% | 0.17% |
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: IHI, SEC Form N-PORT, June 30, 2026; FHLC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IHI | FHLC |
|---|---|---|
| Morgan Stanley | $126.0M | $44.9M |
| Lido Advisors, LLC | $682K | $161.5M |
| LPL Financial LLC | $58.2M | $68.2M |
| AE Wealth Management LLC | $200K | $114.9M |
| Citigroup Inc. | $104.7M | $7.6M |
| Bank of America Corp. | $94.5M | $8.8M |
| Envestnet Asset Management Inc. | $32.5M | $44.0M |
| Royal Bank of Canada | $56.1M | $2.4M |
| Wells Fargo & Company | $43.4M | $13.2M |
| Raymond James Financial Inc. | $33.2M | $21.9M |
| UBS Group AG | $42.9M | $4.5M |
| Commonwealth Equity Services, LLC | $10.4M | $30.3M |
| Cetera Investment Advisers | $11.2M | $20.9M |
| Goldman Sachs Group Inc. | $27.1M | $3.3M |
| Cambridge Investment Research Advisors, Inc. | $9.4M | $19.2M |
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: IHI institutional holders, FHLC institutional holders.
Frequently asked questions
How much do IHI and FHLC overlap?
14.2% by weight, with 42 holdings in common, using holdings for IHI as of June 30, 2026 and FHLC as of July 31, 2026. The largest shared position is ABT.
Do institutions hold both IHI and FHLC?
173 Form 13F filers report positions in both, out of 716 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%.