IYK vs FIW overlap
IYK and FIW overlap 0.3% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | IYK | FIW | Overlap |
|---|---|---|---|
| Primo Brands CORPRMB | 0.25% | 2.23% | 0.25% |
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: IYK, SEC Form N-PORT, July 31, 2026; FIW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYK | FIW |
|---|---|---|
| LPL Financial LLC | $59.5M | $100.2M |
| Morgan Stanley | $49.8M | $109.6M |
| Bank of America Corp. | $40.7M | $57.9M |
| JPMorgan Chase & Co | $72.8M | $2.5M |
| Wells Fargo & Company | $17.6M | $34.7M |
| UBS Group AG | $26.5M | $23.7M |
| Cambridge Investment Research Advisors, Inc. | $25.4M | $21.5M |
| Raymond James Financial Inc. | $15.8M | $30.8M |
| Commonwealth Equity Services, LLC | $9.9M | $33.9M |
| Royal Bank of Canada | $19.7M | $22.0M |
| Northwestern Mutual Wealth Management Co | $34.4M | $5.5M |
| Cetera Investment Advisers | $15.4M | $22.9M |
| Stifel Financial Corp. | $8.3M | $25.5M |
| Ameriprise Financial Inc. | $13.6M | $17.6M |
| Envestnet Asset Management Inc. | $5.8M | $23.9M |
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: IYK institutional holders, FIW institutional holders.
Frequently asked questions
How much do IYK and FIW overlap?
0.3% by weight, with 1 holdings in common, using holdings for IYK as of July 31, 2026 and FIW as of June 30, 2026. The largest shared position is PRMB.
Do institutions hold both IYK and FIW?
111 Form 13F filers report positions in both, out of 494 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%.