PWS vs IBHM overlap
PWS and IBHM 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: PWS, SEC Form N-PORT, July 31, 2026; IBHM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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: PWS institutional holders, IBHM institutional holders.
Frequently asked questions
How much do PWS and IBHM overlap?
0.0% by weight, with 0 holdings in common, using holdings for PWS as of July 31, 2026 and IBHM as of July 31, 2026.
Do institutions hold both PWS and IBHM?
0 Form 13F filers report positions in both, out of 15 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%.