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iShares LifePath Retirement ETF
IRTR

5 hedge funds and large institutions have $1.68M invested in iShares LifePath Retirement ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more capital invested

Capital invested by funds: $612K → $1.68M (+$1.07M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

4.61% more ownership

Funds ownership: 3.97% → 8.58% (+4.6%)

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
–
Holders Change %
0%
% 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$1.02M
2
GWM
Geneos Wealth Management
Colorado
+$51.5K
3
Citadel Advisors
Citadel Advisors
Florida
+$11.1K

Top Sellers

Rank Fund Capital Flow
1
SS
Sunbelt Securities
Texas
-$72.7K
2
UBS Group
UBS Group
Switzerland
-$143

IRTR Hedge Fund Activity: Q2 2025 in Review

5 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q2 2025, worth a combined $1.68M — up 175% from $612K a quarter earlier.

Fund positioning in IRTR was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Valmark Advisers, opening a new position worth an estimated $1.02M. The largest seller was Sunbelt Securities, cutting an estimated $72.7K.

  • 5 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $1.68M of iShares LifePath Retirement ETF stock for Q2 2025, up 175% quarter-over-quarter.
  • 1 fund opened new iShares LifePath Retirement ETF positions in Q2 2025 and 1 closed out, a net change of 0 holders.
  • The largest iShares LifePath Retirement ETF buyer in Q2 2025 was Valmark Advisers, an estimated $1.02M added.
  • The largest iShares LifePath Retirement ETF seller in Q2 2025 was Sunbelt Securities, an estimated $72.7K sold.

Based on aggregated 13F filings for Q2 2025.