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iShares LifePath Retirement ETF

5 hedge funds and large institutions have $686K invested in iShares LifePath Retirement ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$356K +$47.8K +1,675 +15%
SS
2
Sunbelt Securities
Texas
$167K +$72.4K +2,538 +76%
GWM
3
Geneos Wealth Management
Colorado
$148K +$148K +5,200 New
AG
4
AmeriFlex Group
Nevada
$13.7K
UBS Group
5
UBS Group
Switzerland
$143 -$44.5K -1,555 -100%