Titelia

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

ISIN US4642886380 · United States · LEI 549300ZJOCMXQZ0RKQ84

Fund holders
27
Of which ETFs
6 21 other funds
Value held
393.1M $
FundSharesValueWeight in fund
Free Market Fixed Income Fund RBB Fund, Inc. 3,563,668194.3M $5.99 %as of Feb 28, 2026 ↗
Horizon Active Income Fund Horizon Funds 1,076,90758.7M $20.09 %as of Feb 28, 2026 ↗
GuidePath Income Fund GPS Funds II 545,33729M $30.07 %as of Mar 31, 2026 ↗
MML Blend Fund MML Series Investment Fund II 474,93625.3M $3.92 %as of Mar 31, 2026 ↗
Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS 366,90019.5M $10.01 %as of Mar 31, 2026 ↗
JNL Moderate ETF Allocation Fund JNL Series Trust 338,23618M $7.87 %as of Mar 31, 2026 ↗
JNL Moderate Growth ETF Allocation Fund JNL Series Trust 238,21112.7M $3.58 %as of Mar 31, 2026 ↗
FundX Flexible ETF FundX Investment Trust 92,1054.9M $9.90 %as of Mar 31, 2026 ↗
Madison Target Retirement 2030 Fund ULTRA SERIES FUND 83,5204.4M $8.46 %as of Mar 31, 2026 ↗
Kensington Active Advantage Fund Managed Portfolio Series 52,4642.8M $4.39 %as of Mar 31, 2026 ↗
FundX Conservative ETF FundX Investment Trust 52,4332.8M $5.78 %as of Mar 31, 2026 ↗
Global Atlantic Moderately Aggressive Managed Risk Portfolio Forethought Variable Insurance Trust 38,6312.1M $0.89 %as of Mar 31, 2026 ↗
Madison Diversified Income Fund MADISON FUNDS 38,5002.1M $1.94 %as of Apr 30, 2026 ↗
Madison Target Retirement 2040 Fund ULTRA SERIES FUND 37,1792M $5.04 %as of Mar 31, 2026 ↗
Moderate Allocation Fund ULTRA SERIES FUND 36,4601.9M $2.12 %as of Mar 31, 2026 ↗
Madison Moderate Allocation Fund MADISON FUNDS 32,7391.7M $2.02 %as of Apr 30, 2026 ↗
Matson Money Fixed Income VI Fund RBB Fund, Inc. 28,5011.6M $6.04 %as of Feb 28, 2026 ↗
Global Atlantic Balanced Managed Risk Portfolio Forethought Variable Insurance Trust 28,4071.5M $2.46 %as of Mar 31, 2026 ↗
Global Atlantic Moderate Managed Risk Portfolio Forethought Variable Insurance Trust 26,4431.4M $1.85 %as of Mar 31, 2026 ↗
Conservative Allocation Fund ULTRA SERIES FUND 25,8191.4M $3.06 %as of Mar 31, 2026 ↗
Madison Target Retirement 2050 Fund ULTRA SERIES FUND 20,8941.1M $3.20 %as of Mar 31, 2026 ↗
Madison Conservative Allocation Fund MADISON FUNDS 20,2891.1M $3.12 %as of Apr 30, 2026 ↗
Leuthold Core ETF Managed Portfolio Series 19,6921M $1.54 %as of Mar 31, 2026 ↗
Calamos Nasdaq Equity & Income ETF Calamos ETF Trust 12,745679.2K $2.81 %as of Apr 30, 2026 ↗
Madison Target Retirement 2020 Fund ULTRA SERIES FUND 12,369658.3K $6.50 %as of Mar 31, 2026 ↗
Archer Income Fund ARCHER INVESTMENT SERIES TRUST 5,000272.6K $0.78 %as of Feb 28, 2026 ↗
Leuthold Global Fund Managed Portfolio Series 3,779201.1K $0.92 %as of Mar 31, 2026 ↗

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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
GuidePath Income Fund GPS Funds II 30.07 %as of Mar 31, 2026 ↗
Horizon Active Income Fund Horizon Funds 20.09 %as of Feb 28, 2026 ↗
Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS 10.01 %as of Mar 31, 2026 ↗
FundX Flexible ETF FundX Investment Trust 9.90 %as of Mar 31, 2026 ↗
Madison Target Retirement 2030 Fund ULTRA SERIES FUND 8.46 %as of Mar 31, 2026 ↗
JNL Moderate ETF Allocation Fund JNL Series Trust 7.87 %as of Mar 31, 2026 ↗
Madison Target Retirement 2020 Fund ULTRA SERIES FUND 6.50 %as of Mar 31, 2026 ↗
Matson Money Fixed Income VI Fund RBB Fund, Inc. 6.04 %as of Feb 28, 2026 ↗
Free Market Fixed Income Fund RBB Fund, Inc. 5.99 %as of Feb 28, 2026 ↗
FundX Conservative ETF FundX Investment Trust 5.78 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterHoldersChangeSharesChange
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
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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