IYG vs FHLC overlap
IYG and FHLC 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: IYG, SEC Form N-PORT, July 31, 2026; FHLC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYG | FHLC |
|---|---|---|
| Lido Advisors, LLC | $302K | $161.5M |
| Envestnet Asset Management Inc. | $110.6M | $44.0M |
| Morgan Stanley | $98.5M | $44.9M |
| Goldman Sachs Group Inc. | $125.5M | $3.3M |
| JPMorgan Chase & Co | $110.9M | $7.2M |
| AE Wealth Management LLC | $66K | $114.9M |
| LPL Financial LLC | $40.6M | $68.2M |
| Raymond James Financial Inc. | $41.7M | $21.9M |
| Bank of America Corp. | $43.4M | $8.8M |
| Wells Fargo & Company | $31.2M | $13.2M |
| Royal Bank of Canada | $39.5M | $2.4M |
| Commonwealth Equity Services, LLC | $3.5M | $30.3M |
| Osaic Holdings, Inc. | $7.6M | $19.1M |
| Cetera Investment Advisers | $4.3M | $20.9M |
| Kestra Advisory Services, LLC | $1.5M | $20.8M |
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: IYG institutional holders, FHLC institutional holders.
Frequently asked questions
How much do IYG and FHLC overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYG as of July 31, 2026 and FHLC as of July 31, 2026.
Do institutions hold both IYG and FHLC?
117 Form 13F filers report positions in both, out of 528 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%.