IYH vs IHI overlap
IYH and IHI overlap 15.3% by weight, across 20 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IYH | IHI | Overlap |
|---|---|---|---|
| Abbott LabsABT | 3.02% | 16.93% | 3.02% |
| Intuitive SurgicISRG | 2.05% | 15.09% | 2.05% |
| Stryker Corp.SYK | 1.86% | 11.64% | 1.86% |
| Medtronic PLCMDT | 1.80% | 4.40% | 1.80% |
| Boston ScientifcBSX | 1.14% | 3.99% | 1.14% |
| Edwards LifeEW | 0.81% | 4.75% | 0.81% |
| Becton DickinsonBDX | 0.78% | 4.63% | 0.78% |
| Idexx LabsIDXX | 0.73% | 4.27% | 0.73% |
| DexcomDXCM | 0.53% | 4.02% | 0.53% |
| GE Healthcare TEGEHC | 0.51% | 4.51% | 0.51% |
| Resmed Inc.RMD | 0.51% | 4.38% | 0.51% |
| Steris PLCSTE | 0.37% | 3.20% | 0.37% |
| Zimmer Biomet HOZBH | 0.30% | 2.58% | 0.30% |
| Baxter Intl Inc.BAX | 0.22% | 1.71% | 0.22% |
| Penumbra Inc.PEN | 0.20% | 1.92% | 0.20% |
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: IYH, SEC Form N-PORT, July 31, 2026; IHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYH | IHI |
|---|---|---|
| Morgan Stanley | $147.7M | $126.0M |
| UBS Group AG | $172.7M | $42.9M |
| Bank of America Corp. | $102.3M | $94.5M |
| LPL Financial LLC | $99.3M | $58.2M |
| Royal Bank of Canada | $56.9M | $56.1M |
| Citigroup Inc. | $552K | $104.7M |
| Wells Fargo & Company | $61.3M | $43.4M |
| Raymond James Financial Inc. | $50.7M | $33.2M |
| Northwestern Mutual Wealth Management Co | $69.0M | $2.2M |
| Goldman Sachs Group Inc. | $39.5M | $27.1M |
| Envestnet Asset Management Inc. | $7.8M | $32.5M |
| Ameriprise Financial Inc. | $18.7M | $17.6M |
| Osaic Holdings, Inc. | $25.1M | $8.8M |
| Marshall WACE, LLP | $2.9M | $30.7M |
| Commonwealth Equity Services, LLC | $21.6M | $10.4M |
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: IYH institutional holders, IHI institutional holders.
Frequently asked questions
How much do IYH and IHI overlap?
15.3% by weight, with 20 holdings in common, using holdings for IYH as of July 31, 2026 and IHI as of June 30, 2026. The largest shared position is ABT.
Do institutions hold both IYH and IHI?
232 Form 13F filers report positions in both, out of 803 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%.