IUSB vs BSV overlap

IUSB and BSV overlap 30.2% by weight, across 3,103 shared holdings.

IUSBBSV

Pick 2 to 4 ETFs.

30.2%

overlap by weight, across 3,103 shared holdings

IUSB31.1% of the fund is in shared holdings, of 18,045

BSV96.3% of the fund is in shared holdings, of 3,185

Top shared holdings

Holding	IUSB	BSV	Overlap
US Treasury N/BT	0.37%	0.77%	0.37%
US Treasury N/B	0.31%	0.88%	0.31%
US Treasury N/B	0.30%	0.39%	0.30%
US Treasury N/BT	0.30%	0.67%	0.30%
US Treasury N/B	0.29%	0.45%	0.29%
US Treasury N/B	0.29%	0.33%	0.29%
US Treasury N/BT	0.28%	0.70%	0.28%
US Treasury N/BT	0.28%	0.56%	0.28%
US Treasury N/B	0.27%	0.42%	0.27%
US Treasury N/B	0.27%	0.46%	0.27%
US Treasury N/BT	0.27%	0.46%	0.27%
US Treasury N/B	0.26%	0.77%	0.26%
US Treasury N/BT	0.25%	0.63%	0.25%
US Treasury N/B	0.25%	0.50%	0.25%
US Treasury N/BT	0.24%	0.48%	0.24%

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: IUSB, SEC Form N-PORT, July 31, 2026; BSV, SEC Form N-PORT, June 30, 2026.

479

institutions report holding both, of 1,735 holding any

IUSB93.2% of its 13F dollars, 55.8% of its 859 holders

BSV81.2% of its 13F dollars, 35.4% of its 1,355 holders

Largest institutions holding both

Firm	IUSB	BSV
Envestnet Asset Management Inc.	$8.3B	$2.5B
Jones Financial Companies LLLP	$4.1B	$164.0M
Mercer Global Advisors Inc.	$19.3M	$3.9B
BlackRock, Inc.	$3.8B	$30.4M
Creative Planning	$22.7M	$3.4B
LPL Financial LLC	$2.9B	$565.7M
Morgan Stanley	$1.4B	$1.8B
Wells Fargo & Company	$2.3B	$526.5M
JPMorgan Chase & Co	$1.0B	$1.3B
Empower Advisory Group, LLC	$225K	$1.9B
Northwestern Mutual Wealth Management Co	$1.5B	$132.6M
Goldman Sachs Group Inc.	$21.0M	$1.6B
Allworth Financial LP	$93.5M	$1.2B
Bank of America Corp.	$211.6M	$955.9M
Mariner, LLC	$957.3M	$34.9M

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: IUSB institutional holders, BSV institutional holders.

Frequently asked questions

How much do IUSB and BSV overlap?

30.2% by weight, with 3,103 holdings in common, using holdings for IUSB as of July 31, 2026 and BSV as of June 30, 2026. The largest shared position is T.

Do institutions hold both IUSB and BSV?

479 Form 13F filers report positions in both, out of 1,735 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%.