RTRE vs IBIF overlap

RTRE and IBIF overlap 0.0% by weight, across 0 shared holdings.

RTREIBIF

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RTRE0.0% of the fund is in shared holdings, of 169

IBIF0.0% of the fund is in shared holdings, of 6

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: RTRE, SEC Form N-PORT, June 30, 2026; IBIF, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 36 holding any

RTRE2.5% of its 13F dollars, 25.0% of its 12 holders

IBIF6.7% of its 13F dollars, 11.1% of its 27 holders

Largest institutions holding both

Firm	RTRE	IBIF
Citadel Advisors LLC	$837K	$2.4M
Susquehanna International Group, LLP	$260K	$666K
Integrated Wealth Concepts LLC	$41K	$35K

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: RTRE institutional holders, IBIF institutional holders.

Frequently asked questions

How much do RTRE and IBIF overlap?

0.0% by weight, with 0 holdings in common, using holdings for RTRE as of June 30, 2026 and IBIF as of July 31, 2026.

Do institutions hold both RTRE and IBIF?

3 Form 13F filers report positions in both, out of 36 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%.