IYW vs IGV overlap
IYW and IGV overlap 20.0% by weight, across 48 shared holdings.
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Top shared holdings
| Holding | IYW | IGV | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 10.68% | 8.07% | 8.07% |
| Palantir Techn-aPLTR | 1.43% | 7.70% | 1.43% |
| PALO ALTO NetworPANW | 1.40% | 10.37% | 1.40% |
| Oracle Corp.ORCL | 1.16% | 6.26% | 1.16% |
| Crowdstrike HO-aCRWD | 1.00% | 7.28% | 1.00% |
| Salesforce Inc.CRM | 0.76% | 4.81% | 0.76% |
| Servicenow Inc.NOW | 0.60% | 3.87% | 0.60% |
| Adobe Inc.ADBE | 0.53% | 3.13% | 0.53% |
| Fortinet Inc.FTNT | 0.51% | 3.62% | 0.51% |
| Applovin Co-CL aAPP | 0.50% | 4.76% | 0.50% |
| Cadence DesignCDNS | 0.49% | 3.91% | 0.49% |
| Datadog Inc.-aDDOG | 0.46% | 3.26% | 0.46% |
| Intuit Inc.INTU | 0.45% | 2.73% | 0.45% |
| Synopsys Inc.SNPS | 0.38% | 3.23% | 0.38% |
| Autodesk Inc.ADSK | 0.26% | 1.55% | 0.26% |
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: IYW, SEC Form N-PORT, July 31, 2026; IGV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYW | IGV |
|---|---|---|
| Morgan Stanley | $1.3B | $749.6M |
| Bank of America Corp. | $866.2M | $872.1M |
| Goldman Sachs Group Inc. | $98.2M | $1.1B |
| LPL Financial LLC | $765.7M | $250.6M |
| Citigroup Inc. | $15.0M | $834.1M |
| UBS Group AG | $435.8M | $258.5M |
| Wells Fargo & Company | $374.0M | $237.5M |
| BNP Paribas Financial Markets | $1.2M | $451.2M |
| JPMorgan Chase & Co | $329.4M | $117.6M |
| Envestnet Asset Management Inc. | $341.2M | $87.9M |
| Raymond James Financial Inc. | $362.1M | $67.0M |
| Royal Bank of Canada | $232.7M | $158.6M |
| RiverFront Investment Group, LLC | $263.1M | $15.9M |
| Susquehanna International Group, LLP | $879K | $225.5M |
| Osaic Holdings, Inc. | $161.0M | $50.0M |
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: IYW institutional holders, IGV institutional holders.
Frequently asked questions
How much do IYW and IGV overlap?
20.0% by weight, with 48 holdings in common, using holdings for IYW as of July 31, 2026 and IGV as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both IYW and IGV?
465 Form 13F filers report positions in both, out of 1,716 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%.