MBB vs IEF overlap
MBB and IEF 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: MBB, SEC Form N-PORT, May 31, 2026; IEF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MBB | IEF |
|---|---|---|
| Fisher Asset Management, LLC | $78.6M | $15.2B |
| Bank of America Corp. | $6.5B | $2.0B |
| JPMorgan Chase & Co | $3.6B | $3.3B |
| Envestnet Asset Management Inc. | $2.9B | $1.5B |
| LPL Financial LLC | $2.6B | $577.7M |
| Ameriprise Financial Inc. | $1.3B | $1.8B |
| Morgan Stanley | $1.1B | $1.4B |
| FMR LLC | $34.6M | $2.3B |
| UBS Group AG | $1.7B | $512.6M |
| TIAA Wealth Investment Management LLC | $1.4B | $0 |
| PNC Financial Services Group, Inc. | $309.9M | $826.0M |
| Raymond James Financial Inc. | $150.5M | $713.5M |
| Blue Trust, Inc. | $91.3M | $684.6M |
| TIAA-CREF Individual & Institutional Services, LLC | $725.8M | $8.5M |
| Truist Financial Corp. | $523.8M | $168.7M |
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: MBB institutional holders, IEF institutional holders.
Frequently asked questions
How much do MBB and IEF overlap?
0.0% by weight, with 0 holdings in common, using holdings for MBB as of May 31, 2026 and IEF as of May 31, 2026.
Do institutions hold both MBB and IEF?
534 Form 13F filers report positions in both, out of 1,632 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%.