IHY vs IBHK overlap

IHY and IBHK overlap 2.8% by weight, across 18 shared holdings.

IHYIBHK

Pick 2 to 4 ETFs.

2.8%

overlap by weight, across 18 shared holdings

IHY2.8% of the fund is in shared holdings, of 531

IBHK6.7% of the fund is in shared holdings, of 290

Top shared holdings

Holding	IHY	IBHK	Overlap
Iliad HLDG SAS	0.24%	0.42%	0.24%
Mineral Resource	0.24%	0.29%	0.24%
GFL Environ Inc.GFLCN	0.24%	0.42%	0.24%
Stena Internatio	0.24%	0.37%	0.24%
Ardonagh Finco	0.23%	0.61%	0.23%
ZF NA CapitalZFFNGR	0.23%	0.62%	0.23%
Sunrise FincoSUNN	0.22%	0.46%	0.22%
Cerdia Finanz	0.21%	0.32%	0.21%
VMED O2 UK FINVMED	0.19%	0.44%	0.19%
Bombardier Inc.	0.12%	0.33%	0.12%
CONS Energy FIN	0.12%	0.26%	0.12%
Howden UK REF	0.11%	0.41%	0.11%
Fortescue TreasuFMGAU	0.11%	0.39%	0.11%
RB Global HLDSRBACN	0.10%	0.35%	0.10%
Dresdner FNDG TRCMZB	0.06%	0.45%	0.06%

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: IHY, SEC Form N-PORT, June 30, 2026; IBHK, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 60 holding any

IHY4.9% of its 13F dollars, 14.7% of its 34 holders

IBHK7.5% of its 13F dollars, 16.1% of its 31 holders

Largest institutions holding both

Firm	IHY	IBHK
LPL Financial LLC	$1.4M	$1.9M
Morgan Stanley	$104K	$548K
Osaic Holdings, Inc.	$252K	$95K
Wells Fargo & Company	$2	$68K
NewEdge Advisors, LLC	$14K	$20K

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: IHY institutional holders, IBHK institutional holders.

Frequently asked questions

How much do IHY and IBHK overlap?

2.8% by weight, with 18 holdings in common, using holdings for IHY as of June 30, 2026 and IBHK as of July 31, 2026. The largest shared position is ILIAD HLDG SAS.

Do institutions hold both IHY and IBHK?

5 Form 13F filers report positions in both, out of 60 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%.