IG vs IBHG overlap

IG and IBHG overlap 0.0% by weight, across 0 shared holdings.

IGIBHG

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

IG0.0% of the fund is in shared holdings, of 243

IBHG0.0% of the fund is in shared holdings, of 223

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: IG, SEC Form N-PORT, June 30, 2026; IBHG, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 147 holding any

IG48.7% of its 13F dollars, 33.3% of its 21 holders

IBHG19.9% of its 13F dollars, 5.3% of its 133 holders

Largest institutions holding both

Firm	IG	IBHG
Envestnet Asset Management Inc.	$130.6M	$223K
Raymond James Financial Inc.	$21.3M	$8.9M
LPL Financial LLC	$323K	$27.6M
Wells Fargo & Company	$8	$17.9M
Morgan Stanley	$17K	$6.2M
Royal Bank of Canada	$2.4M	$2.0M
Global Retirement Partners, LLC	$12K	$480K

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: IG institutional holders, IBHG institutional holders.

Frequently asked questions

How much do IG and IBHG overlap?

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

Do institutions hold both IG and IBHG?

7 Form 13F filers report positions in both, out of 147 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%.