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iShares LifePath Retirement ETF
IRTR

5 hedge funds and large institutions have $2M invested in iShares LifePath Retirement ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.92M → $2M (+$78.9K)

0% more funds holding

Funds holding: 5 → 5 (0)

1.8% less ownership

Funds ownership: 6.78% → 4.98% (-1.8%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$91.7K

Top Sellers

Rank Fund Capital Flow
1
AG
AmeriFlex Group
Nevada
-$14.8K
2
SS
Sunbelt Securities
Texas
-$5.85K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1
Valmark Advisers
Ohio
$1.1M – – –
Jane Street
2
Jane Street
New York
$535K +$91.7K +2,978 +21%
SS
3
Sunbelt Securities
Texas
$213K -$5.85K -190 -3%
GWM
4
Geneos Wealth Management
Colorado
$136K – – –
AG
5
AmeriFlex Group
Nevada
$14.8K -$14.8K -482 -50%

IRTR Hedge Fund Activity: Q4 2025 in Review

5 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q4 2025, worth a combined $2M — up 4.1% from $1.92M a quarter earlier.

Fund positioning in IRTR was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.

The largest buyer was Jane Street, adding an estimated $91.7K. The largest seller was AmeriFlex Group, cutting an estimated $14.8K.

  • 5 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $2M of iShares LifePath Retirement ETF stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 0 funds opened new iShares LifePath Retirement ETF positions in Q4 2025 and 0 closed out.
  • The largest iShares LifePath Retirement ETF buyer in Q4 2025 was Jane Street, an estimated $91.7K added.
  • The largest iShares LifePath Retirement ETF seller in Q4 2025 was AmeriFlex Group, an estimated $14.8K sold.

Based on aggregated 13F filings for Q4 2025.