iShares LifePath Retirement ETF
IRTR
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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more capital invested
Capital invested by funds: $457K → $686K (+$229K)
25% more funds holding
Funds holding: 4 → 5 (+1)
0.6% more ownership
Funds ownership: 3.85% → 4.45% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$149K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$72.6K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$44.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $356K | +$47.9K | +1,675 | +15% |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $167K | +$72.6K | +2,538 | +76% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $148K | +$149K | +5,200 | New |
|
|
AG
4
AmeriFlex Group
Las Vegas,
Nevada
| $13.7K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $143 | -$44.5K | -1,555 | -100% |
|
IRTR Hedge Fund Activity: Q1 2025 in Review
5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q1 2025, worth a combined $686K — up 50% from $457K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new IRTR positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $149K. The largest seller was UBS Group, cutting an estimated $44.5K.
- 5 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q1 2025, up from 4 in Q4 2024.
- Funds reported $686K of iShares LifePath Retirement ETF stock for Q1 2025, up 50% quarter-over-quarter.
- 1 fund opened new iShares LifePath Retirement ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest iShares LifePath Retirement ETF buyer in Q1 2025 was Geneos Wealth Management, an estimated $149K added.
- The largest iShares LifePath Retirement ETF seller in Q1 2025 was UBS Group, an estimated $44.5K sold.
Based on aggregated 13F filings for Q1 2025.