USIG vs IGSB overlap
USIG and IGSB overlap 41.1% by weight, across 4,556 shared holdings.
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Top shared holdings
| Holding | USIG | IGSB | Overlap |
|---|---|---|---|
| Bank of AMER CRP | 0.09% | 0.16% | 0.09% |
| Eagle LuxcoMEXPCP | 0.08% | 0.31% | 0.08% |
| T-Mobile USA Inc.TMUS | 0.07% | 0.18% | 0.07% |
| Goldman Sachs Group Inc. (the) 4.148%/VAR 01/21/2029 | 0.07% | 0.09% | 0.07% |
| Goldman Sachs GPGS | 0.06% | 0.12% | 0.06% |
| CVS Health Corp. 4.3% 03/25/2028CVS | 0.06% | 0.13% | 0.06% |
| Abbvie Inc. | 0.06% | 0.14% | 0.06% |
| Boeing CoBA | 0.05% | 0.12% | 0.05% |
| Wells Fargo Co | 0.05% | 0.11% | 0.05% |
| JPMorgan ChaseJPM | 0.05% | 0.09% | 0.05% |
| Bank of AMER CRPBAC | 0.05% | 0.11% | 0.05% |
| Oracle Corp.ORCL | 0.04% | 0.09% | 0.04% |
| Bank of America Corporation 4.979%/VAR 01/24/2029 | 0.04% | 0.07% | 0.04% |
| Morgan StanleyMS | 0.04% | 0.09% | 0.04% |
| Deutsche TEL FINDT | 0.04% | 0.11% | 0.04% |
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: USIG, SEC Form N-PORT, May 31, 2026; IGSB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USIG | IGSB |
|---|---|---|
| Bank of America Corp. | $3.3B | $434.0M |
| UBS Group AG | $3.0B | $288.7M |
| Northern Trust Corp. | $789K | $1.4B |
| Ameriprise Financial Inc. | $730.8M | $524.2M |
| BlackRock, Inc. | $452.6M | $660.1M |
| Envestnet Asset Management Inc. | $330.2M | $358.2M |
| Truist Financial Corp. | $521.1M | $129.0M |
| Assetmark, Inc. | $528.2M | $88.9M |
| Morgan Stanley | $149.0M | $462.2M |
| Stifel Financial Corp. | $424.4M | $171.9M |
| Allstate Corp. | $10.2M | $480.1M |
| TIAA-CREF Individual & Institutional Services, LLC | $459.8M | $277K |
| Wells Fargo & Company | $122.4M | $288.6M |
| LPL Financial LLC | $180.5M | $184.8M |
| Captrust Financial Advisors | $32.2M | $319.0M |
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: USIG institutional holders, IGSB institutional holders.
Frequently asked questions
How much do USIG and IGSB overlap?
41.1% by weight, with 4,556 holdings in common, using holdings for USIG as of May 31, 2026 and IGSB as of May 31, 2026. The largest shared position is BANK OF AMER CRP.
Do institutions hold both USIG and IGSB?
269 Form 13F filers report positions in both, out of 1,204 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%.