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iShares LifePath Retirement ETF

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, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
1
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
1
Valmark Advisers
Ohio
$1.06M +$1.06M +35,621 New
Citadel Advisors
2
Citadel Advisors
Florida
$383K +$11.5K +388 +3%
GWM
3
Geneos Wealth Management
Colorado
$131K -$23.8K -800 -15%
SS
4
Sunbelt Securities
Texas
$94K -$71.6K -2,538 -43%
AG
5
AmeriFlex Group
Nevada
$14.3K
UBS Group
6
UBS Group
Switzerland
-$143 -5 Closed