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, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
145% more capital invested
Capital invested by funds: $686K → $1.68M (+$994K)
4.39% more ownership
Funds ownership: 4.45% → 8.85% (+4.4%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$11.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
-$72.7K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$22.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$143 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $1.06M | +$1.02M | +35,621 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $383K | +$11.1K | +388 | +3% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $131K | -$22.9K | -800 | -15% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $94K | -$72.7K | -2,538 | -43% |
|
|
AG
5
AmeriFlex Group
Las Vegas,
Nevada
| $14.3K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$143 | -5 | Closed |
|
IRTR Hedge Fund Activity: Q2 2025 in Review
5 of the 7,596 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 145% from $686K a quarter earlier.
Fund positioning in IRTR was balanced in Q2 2025: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 2 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 145% 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.