iShares LifePath Retirement ETF
IRTR
2 hedge funds and large institutions have $366K invested in iShares LifePath Retirement ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
5.19% less ownership
Funds ownership: 11.46% → 6.27% (-5.2%)
18% less capital invested
Capital invested by funds: $446K → $366K (-$80.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$43.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$143K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $320K | -$143K | -5,036 | -31% |
|
|
2
UBS Group
Zurich,
Switzerland
| $45.2K | +$43.4K | +1,529 | +7,645% |
|
IRTR Hedge Fund Activity: Q3 2024 in Review
2 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q3 2024, worth a combined $366K — down 18% from $446K a quarter earlier.
Fund positioning in IRTR was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $43.4K. The largest seller was Citadel Advisors, cutting an estimated $143K.
- 2 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $366K of iShares LifePath Retirement ETF stock for Q3 2024, down 18% quarter-over-quarter.
- 0 funds opened new iShares LifePath Retirement ETF positions in Q3 2024 and 0 closed out.
- The largest iShares LifePath Retirement ETF buyer in Q3 2024 was UBS Group, an estimated $43.4K added.
- The largest iShares LifePath Retirement ETF seller in Q3 2024 was Citadel Advisors, an estimated $143K sold.
Based on aggregated 13F filings for Q3 2024.