XHB vs IFRA overlap
XHB and IFRA overlap 1.7% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XHB | IFRA | Overlap |
|---|---|---|---|
| Carlisle COS Inc.CSL | 3.28% | 0.51% | 0.51% |
| Owens CorningOC | 4.10% | 0.44% | 0.44% |
| Advanced DrainagWMS | 3.59% | 0.39% | 0.39% |
| Builders FirstsoBLDR | 3.56% | 0.33% | 0.33% |
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: XHB, SEC Form N-PORT, June 30, 2026; IFRA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XHB | IFRA |
|---|---|---|
| Bank of America Corp. | $83.0M | $468.9M |
| Morgan Stanley | $227.7M | $150.6M |
| Goldman Sachs Group Inc. | $340.6M | $6.2M |
| JPMorgan Chase & Co | $39.7M | $273.5M |
| LPL Financial LLC | $43.8M | $81.9M |
| Citigroup Inc. | $120.1M | $126 |
| BNP Paribas Financial Markets | $113.7M | $883 |
| Raymond James Financial Inc. | $23.7M | $55.7M |
| Cetera Investment Advisers | $7.8M | $68.0M |
| Mariner, LLC | $1.0M | $72.6M |
| HSBC Holdings PLC | $325K | $51.3M |
| UBS Group AG | $21.0M | $24.7M |
| Wells Fargo & Company | $12.6M | $32.3M |
| Jones Financial Companies LLLP | $1.7M | $42.3M |
| Osaic Holdings, Inc. | $5.7M | $35.3M |
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: XHB institutional holders, IFRA institutional holders.
Frequently asked questions
How much do XHB and IFRA overlap?
1.7% by weight, with 4 holdings in common, using holdings for XHB as of June 30, 2026 and IFRA as of June 30, 2026. The largest shared position is CSL.
Do institutions hold both XHB and IFRA?
131 Form 13F filers report positions in both, out of 619 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%.