Titelia

Funds holding iShares 5-10 Year Investment Grade Corporate Bond ETF

ISIN US4642886380 · United States · LEI 549300ZJOCMXQZ0RKQ84

Fund holders
25
Of which ETFs
6 19 other funds
Value held
362.9M $
FundSharesValueWeight in fund
Free Market Fixed Income Fund RBB Fund, Inc. 3,757,329200.3M $6.01 %as of May 31, 2026 ↗
Horizon Active Income Fund Horizon Funds 1,036,47055.3M $18.97 %as of May 31, 2026 ↗
MML VIP BlackRock(R) Balanced Fund MML Series Investment Fund II 468,43624.9M $3.63 %as of Jun 30, 2026 ↗
Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS 393,70020.9M $9.97 %as of Jun 30, 2026 ↗
JNL Moderate ETF Allocation Fund JNL Series Trust 320,32917M $6.83 %as of Jun 30, 2026 ↗
JNL Moderate Growth ETF Allocation Fund JNL Series Trust 176,4269.4M $2.44 %as of Jun 30, 2026 ↗
FundX Flexible ETF FundX Investment Trust 90,8634.8M $9.70 %as of Jun 30, 2026 ↗
Madison Target Retirement 2030 Fund ULTRA SERIES FUND 83,5204.4M $8.05 %as of Jun 30, 2026 ↗
FundX Conservative ETF FundX Investment Trust 49,4782.6M $5.32 %as of Jun 30, 2026 ↗
Diversified Income Fund ULTRA SERIES FUND 44,1022.3M $1.78 %as of Jun 30, 2026 ↗
Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust 41,6152.2M $0.91 %as of Jun 30, 2026 ↗
Madison Diversified Income Fund MADISON FUNDS 38,5002M $2.00 %as of Jul 31, 2026 ↗
Madison Target Retirement 2040 Fund ULTRA SERIES FUND 37,1792M $4.70 %as of Jun 30, 2026 ↗
Moderate Allocation Fund ULTRA SERIES FUND 36,4601.9M $2.05 %as of Jun 30, 2026 ↗
Madison Moderate Allocation Fund MADISON FUNDS 32,7391.7M $2.02 %as of Jul 31, 2026 ↗
Global Atlantic Balanced Managed Risk Portfolio Forethought Variable Insurance Trust 30,0311.6M $2.55 %as of Jun 30, 2026 ↗
Matson Money Fixed Income VI Fund RBB Fund, Inc. 29,0141.5M $6.01 %as of May 31, 2026 ↗
Global Atlantic Moderate Managed Risk Portfolio Forethought Variable Insurance Trust 26,7431.4M $1.79 %as of Jun 30, 2026 ↗
Conservative Allocation Fund ULTRA SERIES FUND 25,8191.4M $3.08 %as of Jun 30, 2026 ↗
Madison Target Retirement 2050 Fund ULTRA SERIES FUND 24,7301.3M $3.45 %as of Jun 30, 2026 ↗
Madison Conservative Allocation Fund MADISON FUNDS 20,2891.1M $3.23 %as of Jul 31, 2026 ↗
Leuthold Core ETF Managed Portfolio Series 18,602989.1K $1.44 %as of Jun 30, 2026 ↗
Madison Target Retirement 2020 Fund ULTRA SERIES FUND 15,085802.1K $8.53 %as of Jun 30, 2026 ↗
Calamos Nasdaq Equity & Income ETF Calamos ETF Trust 11,151583.1K $2.77 %as of Jul 31, 2026 ↗
Archer Income Fund ARCHER INVESTMENT SERIES TRUST 5,000266.6K $0.75 %as of May 31, 2026 ↗

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.

FundWeight in fund
Horizon Active Income Fund Horizon Funds 18.97 %as of May 31, 2026 ↗
Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS 9.97 %as of Jun 30, 2026 ↗
FundX Flexible ETF FundX Investment Trust 9.70 %as of Jun 30, 2026 ↗
Madison Target Retirement 2020 Fund ULTRA SERIES FUND 8.53 %as of Jun 30, 2026 ↗
Madison Target Retirement 2030 Fund ULTRA SERIES FUND 8.05 %as of Jun 30, 2026 ↗
JNL Moderate ETF Allocation Fund JNL Series Trust 6.83 %as of Jun 30, 2026 ↗
Matson Money Fixed Income VI Fund RBB Fund, Inc. 6.01 %as of May 31, 2026 ↗
Free Market Fixed Income Fund RBB Fund, Inc. 6.01 %as of May 31, 2026 ↗
FundX Conservative ETF FundX Investment Trust 5.32 %as of Jun 30, 2026 ↗
Madison Target Retirement 2040 Fund ULTRA SERIES FUND 4.70 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterHoldersChangeSharesChange
2026Q325-26,813,610-6.3 %
2026Q227+27,272,164+5.3 %
2026Q125-56,903,818+1.0 %
2025Q430+66,838,812+2.4 %
2025Q324+46,680,852+27.5 %
2025Q220+25,239,723-19.8 %
2025Q118+16,530,628+6.0 %
2024Q41706,160,388-38.4 %
2024Q317-19,996,087+1.5 %
2024Q21809,852,568+5.8 %
2024Q118+29,312,392+8.3 %
2023Q4168,595,828

Institutional managers

703 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Financial Engines Advisors L.L.C.63,675,2023.4B $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,942,612742M $as of Mar 31, 2026
NORTHERN TRUST CORP12,321,025655.7M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC8,366,041445.2M $as of Mar 31, 2026
ASSETMARK, INC7,997,374425.6M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/6,242,128332.2M $as of Mar 31, 2026
MORGAN STANLEY6,112,857325.3M $as of Mar 31, 2026
One Capital Management, LLC5,845,766311.1M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN5,028,190267.6M $as of Mar 31, 2026
ALLSTATE CORP4,326,783230.3M $as of Mar 31, 2026
UBS Group AG4,089,061217.6M $as of Mar 31, 2026
Matson Money. Inc.3,662,800194.7M $as of Mar 31, 2026
LPL Financial LLC3,637,273193.6M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC3,496,098185.7M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC3,296,746175.4M $as of Mar 31, 2026
FMR LLC3,251,621173.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA2,888,657153.7M $as of Mar 31, 2026
TD PRIVATE CLIENT WEALTH LLC2,356,271125.4M $as of Mar 31, 2026
Legal & General Group Plc2,234,173118.3M $as of Mar 31, 2026
Acropolis Investment Management, LLC2,098,568111.7M $as of Mar 31, 2026
Petersen Hastings Wealth Advisors Inc.1,968,481104.8M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,930,392102.7M $as of Mar 31, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,865,46799.1M $as of Mar 31, 2026
PNC FINANCIAL SERVICES GROUP, INC.1,844,23898.2M $as of Mar 31, 2026
BlackRock, Inc.1,752,83693.3M $as of Mar 31, 2026
Cite this page

Titelia. "Funds holding iShares 5-10 Year Investment Grade Corporate Bond ETF". https://titelia.com/en/stocks/ishares-5-10-year-investment-grade-corporate-bond-etf-US4642886380