KBWB vs IYR overlap
KBWB and IYR 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: KBWB, SEC Form N-PORT, May 31, 2026; IYR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KBWB | IYR |
|---|---|---|
| Bank of America Corp. | $964.3M | $426.7M |
| JPMorgan Chase & Co | $1.1B | $88.8M |
| Morgan Stanley | $169.2M | $374.6M |
| Goldman Sachs Group Inc. | $279.9M | $252.1M |
| UBS Group AG | $50.1M | $214.8M |
| Wells Fargo & Company | $69.3M | $61.0M |
| LPL Financial LLC | $56.8M | $38.1M |
| Stifel Financial Corp. | $744K | $86.5M |
| Royal Bank of Canada | $16.1M | $68.6M |
| Osaic Holdings, Inc. | $67.6M | $5.3M |
| CIBC World Market Inc. | $346K | $71.3M |
| BlackRock, Inc. | $69K | $59.5M |
| Qube Research & Technologies Ltd | $32.5M | $17.5M |
| Itau Unibanco Holding S.A. | $48.4M | $814K |
| Raymond James Financial Inc. | $23.3M | $20.3M |
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: KBWB institutional holders, IYR institutional holders.
Frequently asked questions
How much do KBWB and IYR overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBWB as of May 31, 2026 and IYR as of June 30, 2026.
Do institutions hold both KBWB and IYR?
151 Form 13F filers report positions in both, out of 676 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%.