IYR vs IGM overlap
IYR and IGM 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: IYR, SEC Form N-PORT, June 30, 2026; IGM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | IYR | IGM |
|---|---|---|
| Bank of America Corp. | $426.7M | $528.7M |
| Morgan Stanley | $374.6M | $384.7M |
| BNP Paribas Financial Markets | $382.7M | $818 |
| UBS Group AG | $214.8M | $88.5M |
| Raymond James Financial Inc. | $20.3M | $271.5M |
| Envestnet Asset Management Inc. | $14.3M | $270.7M |
| Goldman Sachs Group Inc. | $252.1M | $30.2M |
| Royal Bank of Canada | $68.6M | $195.5M |
| LPL Financial LLC | $38.1M | $222.2M |
| CIBC Bancorp USA Inc. | $248.4M | $215K |
| JPMorgan Chase & Co | $88.8M | $146.0M |
| Cerity Partners LLC | $9.9M | $154.4M |
| Truist Financial Corp. | $5.6M | $152.7M |
| Janney Montgomery Scott LLC | $1.1M | $142.8M |
| Stifel Financial Corp. | $86.5M | $46.2M |
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: IYR institutional holders, IGM institutional holders.
Frequently asked questions
How much do IYR and IGM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IYR as of June 30, 2026 and IGM as of June 30, 2026.
Do institutions hold both IYR and IGM?
195 Form 13F filers report positions in both, out of 853 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%.