iShares LifePath Retirement ETF
IRTR
IRTR
5 hedge funds and large institutions have $1.68M invested in iShares LifePath Retirement ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Holders
5
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $1.06M |
|
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2
Citadel Advisors
Miami,
Florida
| $383K |
|
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|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $131K |
|
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|
SS
4
Sunbelt Securities
Houston,
Texas
| $94K |
|
|||
|
AG
5
AmeriFlex Group
Las Vegas,
Nevada
| $14.3K |
|
|||
6
UBS Group
Zurich,
Switzerland
| – |
|