IYH vs IYG overlap
IYH and IYG 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: IYH, SEC Form N-PORT, July 31, 2026; IYG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYH | IYG |
|---|---|---|
| Morgan Stanley | $147.7M | $98.5M |
| UBS Group AG | $172.7M | $10.1M |
| Goldman Sachs Group Inc. | $39.5M | $125.5M |
| Bank of America Corp. | $102.3M | $43.4M |
| LPL Financial LLC | $99.3M | $40.6M |
| JPMorgan Chase & Co | $11.2M | $110.9M |
| Envestnet Asset Management Inc. | $7.8M | $110.6M |
| PGIM Custom Harvest LLC | $70.7M | $32.8M |
| Royal Bank of Canada | $56.9M | $39.5M |
| Wells Fargo & Company | $61.3M | $31.2M |
| Raymond James Financial Inc. | $50.7M | $41.7M |
| Northwestern Mutual Wealth Management Co | $69.0M | $890K |
| Osaic Holdings, Inc. | $25.1M | $7.6M |
| Ameriprise Financial Inc. | $18.7M | $13.3M |
| Kestra Advisory Services, LLC | $28.2M | $1.5M |
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, IYG institutional holders.
Frequently asked questions
How much do IYH and IYG overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYH as of July 31, 2026 and IYG as of July 31, 2026.
Do institutions hold both IYH and IYG?
157 Form 13F filers report positions in both, out of 634 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%.