IYJ vs BBRE overlap
IYJ and BBRE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IYJ: July 31, 2026, BBRE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: IYJ, SEC Form N-PORT, July 31, 2026; BBRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IYJ | BBRE |
|---|---|---|
| JPMorgan Chase & Co | $6.4M | $461.8M |
| Morgan Stanley | $127.8M | $15.7M |
| Bank of America Corp. | $73.9M | $39.5M |
| LPL Financial LLC | $54.8M | $2.9M |
| HighTower Advisors, LLC | $8.9M | $41.1M |
| MML Investors Services, LLC | $48.2M | $221K |
| Royal Bank of Canada | $44.0M | $87K |
| Raymond James Financial Inc. | $33.5M | $875K |
| UBS Group AG | $29.7M | $1.1M |
| Osaic Holdings, Inc. | $16.6M | $167K |
| Concurrent Investment Advisors, LLC | $615K | $15.7M |
| Northwestern Mutual Wealth Management Co | $1.4M | $14.5M |
| Ameriprise Financial Inc. | $12.5M | $2.9M |
| Goldman Sachs Group Inc. | $11.5M | $2.6M |
| Jones Financial Companies LLLP | $11.7M | $765 |
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: IYJ institutional holders, BBRE institutional holders.
Frequently asked questions
How much do IYJ and BBRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYJ as of July 31, 2026 and BBRE as of May 31, 2026.
Do institutions hold both IYJ and BBRE?
34 Form 13F filers report positions in both, out of 362 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%.