XHB vs IYF overlap
XHB and IYF 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: XHB, SEC Form N-PORT, June 30, 2026; IYF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XHB | IYF |
|---|---|---|
| Morgan Stanley | $227.7M | $203.6M |
| Goldman Sachs Group Inc. | $340.6M | $81.6M |
| Bank of America Corp. | $83.0M | $150.2M |
| Phoenix Financial Ltd. | $349K | $152.6M |
| Citigroup Inc. | $120.1M | $5.1M |
| BNP Paribas Financial Markets | $113.7M | $45K |
| LPL Financial LLC | $43.8M | $64.7M |
| Northwestern Mutual Wealth Management Co | $472K | $95.7M |
| UBS Group AG | $21.0M | $48.9M |
| Wells Fargo & Company | $12.6M | $52.4M |
| Raymond James Financial Inc. | $23.7M | $39.8M |
| JPMorgan Chase & Co | $39.7M | $15.3M |
| Royal Bank of Canada | $17.5M | $35.5M |
| FMR LLC | $951K | $35.2M |
| Bank of Montreal | $24.6M | $9.7M |
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: XHB institutional holders, IYF institutional holders.
Frequently asked questions
How much do XHB and IYF overlap?
0.0% by weight, with 0 holdings in common, using holdings for XHB as of June 30, 2026 and IYF as of July 31, 2026.
Do institutions hold both XHB and IYF?
140 Form 13F filers report positions in both, out of 642 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%.