iShares LifePath Retirement ETF
IRTR
4 hedge funds and large institutions have $457K invested in iShares LifePath Retirement ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
25% more capital invested
Capital invested by funds: $366K → $457K (+$91.5K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2.41% less ownership
Funds ownership: 6.27% → 3.85% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$95.8K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$316 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $305K | -$4.89K | -170 | -2% |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $94.3K | +$95.8K | +3,334 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $44K | +$316 | +11 | +0.7% |
|
|
AG
4
AmeriFlex Group
Las Vegas,
Nevada
| $13.8K | +$13.9K | +482 | New |
|
IRTR Hedge Fund Activity: Q4 2024 in Review
4 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q4 2024, worth a combined $457K — up 25% from $366K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IRTR positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Sunbelt Securities, opening a new position worth an estimated $95.8K. The largest seller was Citadel Advisors, cutting an estimated $4.89K.
- 4 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $457K of iShares LifePath Retirement ETF stock for Q4 2024, up 25% quarter-over-quarter.
- 2 funds opened new iShares LifePath Retirement ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest iShares LifePath Retirement ETF buyer in Q4 2024 was Sunbelt Securities, an estimated $95.8K added.
- The largest iShares LifePath Retirement ETF seller in Q4 2024 was Citadel Advisors, an estimated $4.89K sold.
Based on aggregated 13F filings for Q4 2024.