IWM vs IJH overlap
IWM and IJH overlap 11.2% by weight, across 79 shared holdings.
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Top shared holdings
| Holding | IWM | IJH | Overlap |
|---|---|---|---|
| MOOG Inc.-Class aMOG/A | 0.38% | 0.33% | 0.33% |
| Cytokinetics Inc.CYTK | 0.35% | 0.32% | 0.32% |
| UMB FinancialUMBF | 0.33% | 0.28% | 0.28% |
| Caretrust REICTRE | 0.28% | 0.26% | 0.26% |
| Old NATL BancorpONB | 0.28% | 0.25% | 0.25% |
| EnersysENS | 0.27% | 0.24% | 0.24% |
| Firstcash HoldinFCFS | 0.28% | 0.23% | 0.23% |
| Terex Corp.TEX | 0.26% | 0.23% | 0.23% |
| Healthequity Inc.HQY | 0.24% | 0.21% | 0.21% |
| HIMS & HERS HEALHIMS | 0.23% | 0.20% | 0.20% |
| Interdigital Inc.IDCC | 0.23% | 0.20% | 0.20% |
| Fluor Corp.FLR | 0.23% | 0.20% | 0.20% |
| Lantheus HoldingLNTH | 0.22% | 0.20% | 0.20% |
| Silicon LabsSLAB | 0.22% | 0.20% | 0.20% |
| Valley NATL BANCVLY | 0.22% | 0.19% | 0.19% |
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: IWM, SEC Form N-PORT, June 30, 2026; IJH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IWM | IJH |
|---|---|---|
| Bank of America Corp. | $10.7B | $5.2B |
| Northwestern Mutual Wealth Management Co | $190.0M | $10.2B |
| Morgan Stanley | $5.6B | $3.2B |
| Goldman Sachs Group Inc. | $5.4B | $3.3B |
| Wells Fargo & Company | $3.5B | $4.4B |
| BlackRock, Inc. | $3.2B | $2.2B |
| Bank of New York Mellon Corp | $548.1M | $4.7B |
| FMR LLC | $785.0M | $4.2B |
| Raymond James Financial Inc. | $617.8M | $3.0B |
| UBS Group AG | $1.5B | $2.0B |
| Envestnet Asset Management Inc. | $497.4M | $2.9B |
| Royal Bank of Canada | $1.6B | $1.7B |
| Northern Trust Corp. | $1.2B | $1.9B |
| LPL Financial LLC | $1.1B | $1.8B |
| Empower Advisory Group, LLC | $2.4B | $2.2M |
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: IWM institutional holders, IJH institutional holders.
Frequently asked questions
How much do IWM and IJH overlap?
11.2% by weight, with 79 holdings in common, using holdings for IWM as of June 30, 2026 and IJH as of June 30, 2026. The largest shared position is MOG/A.
Do institutions hold both IWM and IJH?
1,834 Form 13F filers report positions in both, out of 3,630 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%.