IYC vs IHE overlap
IYC and IHE 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: IYC, SEC Form N-PORT, July 31, 2026; IHE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYC | IHE |
|---|---|---|
| Bank of America Corp. | $68.9M | $85.4M |
| Morgan Stanley | $85.2M | $45.3M |
| UBS Group AG | $54.0M | $10.9M |
| JPMorgan Chase & Co | $4.4M | $55.5M |
| LPL Financial LLC | $19.8M | $22.9M |
| Wells Fargo & Company | $29.8M | $7.5M |
| Royal Bank of Canada | $16.4M | $13.4M |
| Goldman Sachs Group Inc. | $11.1M | $18.4M |
| Raymond James Financial Inc. | $20.5M | $7.1M |
| BNP Paribas Financial Markets | $15.1M | $5.2M |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $666K |
| Susquehanna International Group, LLP | $4.6M | $4.3M |
| MML Investors Services, LLC | $6.2M | $912K |
| Osaic Holdings, Inc. | $6.1M | $958K |
| Citadel Advisors LLC | $3.5M | $2.6M |
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: IYC institutional holders, IHE institutional holders.
Frequently asked questions
How much do IYC and IHE overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYC as of July 31, 2026 and IHE as of June 30, 2026.
Do institutions hold both IYC and IHE?
95 Form 13F filers report positions in both, out of 356 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%.