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iShares LifePath Retirement ETF

2 hedge funds and large institutions have $446K invested in iShares LifePath Retirement ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

21.88% less ownership

Funds ownership: 33.33%11.46% (-22%)

60% less capital invested

Capital invested by funds: $1.11M → $446K (-$661K)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$439K
2
UBS Group
UBS Group
Switzerland
+$548

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$445K +$439K +16,018 New
UBS Group
2
UBS Group
Switzerland
$556 +$548 +20 New
BlackRock
3
BlackRock
New York
-$1.11M -40,000 Closed

IRTR Hedge Fund Activity: Q2 2024 in Review

2 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q2 2024, worth a combined $446K — down 60% from $1.11M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IRTR positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $439K. The largest seller was BlackRock, exiting entirely with an estimated $1.11M sold.

  • 2 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q2 2024, up from 1 in Q1 2024.
  • Funds reported $446K of iShares LifePath Retirement ETF stock for Q2 2024, down 60% quarter-over-quarter.
  • 2 funds opened new iShares LifePath Retirement ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
  • The largest iShares LifePath Retirement ETF buyer in Q2 2024 was Citadel Advisors, an estimated $439K added.
  • The largest iShares LifePath Retirement ETF seller in Q2 2024 was BlackRock, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2024.