# Portfolio overlap — SIPIX vs IWR

Comparing **SIMT Mid-Cap Fund** (2026-03-31) and **iShares Russell Mid-Cap ETF** (2026-03-31).

- Shared positions: 265
- SIMT Mid-Cap Fund covered by iShares Russell Mid-Cap ETF: 0.3593598216413218334881598025
- iShares Russell Mid-Cap ETF covered by SIMT Mid-Cap Fund: 0.3593598216413218334881598024

## SIMT Mid-Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| KEYSIGHT TECHNOLOGIES INC | 0.019512 | ✓ |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.014690 |  |
| HOWMET AEROSPACE INC | 0.013227 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.012953 | ✓ |
| HARTFORD INSURANCE GROUP INC/THE | 0.012944 | ✓ |
| VALERO ENERGY CORP | 0.011872 | ✓ |
| EDISON INTL | 0.011763 | ✓ |
| ROCKWELL AUTOMATION INC | 0.011633 | ✓ |
| TECHNIPFMC PLC | 0.010809 |  |
| MARATHON PETROLEUM CORP | 0.010229 | ✓ |
| CHENIERE ENERGY INC | 0.010194 | ✓ |
| VICI PROPERTIES | 0.010085 | ✓ |
| M&T BANK CORP | 0.010051 | ✓ |
| EVERSOURCE ENERGY | 0.010013 | ✓ |
| PG&E CORP | 0.009846 | ✓ |
| RENAISSANCERE | 0.009810 |  |
| LUMENTUM HOLDINGS INC | 0.008616 | ✓ |
| ENCOMPASS HEALTH CORP | 0.008208 | ✓ |
| Anglogold Ashanti Plc | 0.007556 |  |
| PHILLIPS 66 | 0.007469 | ✓ |
| BORGWARNER INC COMMON STOCK | 0.007464 |  |
| REGAL REXNORD CORP | 0.006966 | ✓ |
| WOODWARD INC | 0.006756 | ✓ |
| WESCO INTL | 0.006605 | ✓ |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 0.006424 |  |
| FLOWSERVE CORP | 0.006392 | ✓ |
| CLEAN HARBORS INC | 0.006375 | ✓ |
| HALLIBURTON CO | 0.006364 | ✓ |
| UNITED RENTALS INC | 0.006363 | ✓ |
| MICROCHIP TECHNOLOGY | 0.006202 | ✓ |
| UNITED AIRLINES HOLDINGS INC | 0.006187 | ✓ |
| SYNCHRONY FINANCIAL | 0.006161 | ✓ |
| ALLSTATE CORP COMMON STOCK | 0.006136 |  |
| AKAMAI TECHNOLOGIES INC | 0.005718 | ✓ |
| ROYAL CARIBBEAN | 0.005672 |  |
| PARKER HANNIFIN CORP | 0.005667 |  |
| GENPACT LTD | 0.005630 |  |
| JANUS HENDERSON | 0.005582 |  |
| FIRST AMERICAN FINANCIAL CORP | 0.005512 | ✓ |
| SLB LTD | 0.005505 |  |
| ROYAL GOLD INC | 0.005483 | ✓ |
| POPULAR INC | 0.005370 | ✓ |
| IDEXX LABS INC | 0.005357 | ✓ |
| MEDPACE HOLDINGS INC | 0.005237 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.005094 | ✓ |
| IQVIA HOLDINGS INC | 0.005014 | ✓ |
| WESTERN DIGITAL CORP | 0.004936 | ✓ |
| CUMMINS INC | 0.004924 | ✓ |
| REINSURANCE GROUP OF AMERICA | 0.004851 | ✓ |
| FIRST HORIZON CORP | 0.004816 | ✓ |

## iShares Russell Mid-Cap ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BlackRock Cash Funds: Institutional, SL Agency Shares | 0.028982 |  |
| CORNING INC | 0.008177 | ✓ |
| VERTIV HOLDINGS CO | 0.007343 | ✓ |
| HOWMET AEROSPACE INC | 0.007118 | ✓ |
| WESTERN DIGITAL CORP | 0.007089 | ✓ |
| SANDISK CORPORATION | 0.006999 | ✓ |
| BANK OF NEW YORK MELLON CORP | 0.006292 |  |
| QUANTA SVCS INC | 0.006228 |  |
| VALERO ENERGY CORP | 0.005785 | ✓ |
| CUMMINS INC | 0.005703 | ✓ |
| MARATHON PETROLEUM CORP | 0.005656 | ✓ |
| PHILLIPS 66 | 0.005655 | ✓ |
| ROYAL CARIBBEAN CRUISES LTD | 0.005371 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.005342 |  |
| ROSS STORES INC | 0.005317 |  |
| KINDER MORGAN INC | 0.005022 | ✓ |
| CLOUDFLARE INC-A | 0.004983 |  |
| L3HARRIS TECHNOLOGIES INC | 0.004965 | ✓ |
| WARNER BROS DISCOVERY INC | 0.004926 |  |
| DIGITAL REALTY TRUST INC | 0.004776 |  |
| BAKER HUGHES CO | 0.004664 | ✓ |
| CHENIERE ENERGY INC | 0.004657 | ✓ |
| SIMON PROPERTY | 0.004655 |  |
| CENCORA INC | 0.004431 |  |
| CORTEVA INC | 0.004364 |  |
| ONEOK INC | 0.004351 |  |
| REALTY INCOME CORP REIT | 0.004315 |  |
| CIENA CORP | 0.004218 | ✓ |
| ALLSTATE CORPORATION | 0.004164 |  |
| FASTENAL CO | 0.004103 |  |
| TARGA RESOURCES CORP | 0.004103 |  |
| ROBINHOOD MARKETS INC | 0.004050 | ✓ |
| ELECTRONIC ARTS INC | 0.003950 |  |
| VISTRA CORP | 0.003918 | ✓ |
| MONOLITHIC POWER SYS INC | 0.003899 |  |
| CARDINAL HEALTH INC | 0.003885 | ✓ |
| ENTERGY CORP | 0.003866 | ✓ |
| EXELON CORP | 0.003818 | ✓ |
| LUMENTUM HOLDINGS INC | 0.003812 | ✓ |
| AMETEK INC NEW | 0.003805 |  |
| ANGLOGOLD ASHANTI PLC | 0.003770 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.003742 | ✓ |
| COMFORT SYSTEMS USA INC | 0.003694 | ✓ |
| WW GRAINGER INC | 0.003674 |  |
| XCEL ENERGY INC | 0.003623 | ✓ |
| TERADYNE INC | 0.003576 | ✓ |
| UNITED RENTALS INC | 0.003561 | ✓ |
| OCCIDENTAL PETROLEUM CORP | 0.003532 |  |
| FORD MOTOR CO | 0.003470 | ✓ |
| IDEXX LABS INC | 0.003450 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004547` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/804239/000204825126004547/0002048251-26-004547-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012492` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126012492/0002071691-26-012492-index.htm>

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