IYM vs IYE overlap
IYM and IYE 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: IYM, SEC Form N-PORT, July 31, 2026; IYE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | IYM | IYE |
|---|---|---|
| Morgan Stanley | $58.8M | $100.5M |
| Bank of America Corp. | $79.0M | $59.4M |
| PGIM Custom Harvest LLC | $11.9M | $88.7M |
| LPL Financial LLC | $42.7M | $38.0M |
| USA Financial Formulas | $63.6M | $5.6M |
| Wells Fargo & Company | $16.1M | $50.7M |
| Two Sigma Investments, LP | $62.3M | $1.7M |
| UBS Group AG | $14.6M | $33.6M |
| Goldman Sachs Group Inc. | $6.3M | $41.6M |
| Cambridge Investment Research Advisors, Inc. | $28.6M | $14.4M |
| Camarda Financial Advisors, LLC | $20.3M | $13.5M |
| Ameriprise Financial Inc. | $15.6M | $17.6M |
| Three Seasons Wealth, LLC | $10.4M | $19.1M |
| Assetmark, Inc. | $27.4M | $21K |
| Cetera Investment Advisers | $15.4M | $9.8M |
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: IYM institutional holders, IYE institutional holders.
Frequently asked questions
How much do IYM and IYE overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYM as of July 31, 2026 and IYE as of July 31, 2026.
Do institutions hold both IYM and IYE?
146 Form 13F filers report positions in both, out of 451 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%.