iShares LifePath Retirement ETF
IRTR
5 hedge funds and large institutions have $1.92M invested in iShares LifePath Retirement ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $1.68M → $1.92M (+$236K)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2.07% less ownership
Funds ownership: 8.85% → 6.78% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$431K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$113K |
| 3 |
AG
AmeriFlex Group
Las Vegas,
Nevada
|
+$14.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $1.09M | – | – | – |
|
|
2
Jane Street
New York
| $441K | +$431K | +14,373 | New |
|
|
SS
3
Sunbelt Securities
Houston,
Texas
| $218K | +$113K | +3,765 | +113% |
|
|
GWM
4
Geneos Wealth Management
Englewood,
Colorado
| $135K | – | – | – |
|
|
AG
5
AmeriFlex Group
Las Vegas,
Nevada
| $29.6K | +$14.5K | +482 | +100% |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$383K | -12,875 | Closed |
|
IRTR Hedge Fund Activity: Q3 2025 in Review
5 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q3 2025, worth a combined $1.92M — up 14% from $1.68M a quarter earlier.
Fund positioning in IRTR was balanced in Q3 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $431K. The largest seller was Citadel Advisors, exiting entirely with an estimated $383K sold.
- 5 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $1.92M of iShares LifePath Retirement ETF stock for Q3 2025, up 14% quarter-over-quarter.
- 1 fund opened new iShares LifePath Retirement ETF positions in Q3 2025 and 1 closed out, a net change of 0 holders.
- The largest iShares LifePath Retirement ETF buyer in Q3 2025 was Jane Street, an estimated $431K added.
- The largest iShares LifePath Retirement ETF seller in Q3 2025 was Citadel Advisors, an estimated $383K sold.
Based on aggregated 13F filings for Q3 2025.