iShares LifePath Retirement ETF
IRTR
5 hedge funds and large institutions have $1.52M invested in iShares LifePath Retirement ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
1.88% less ownership
Funds ownership: 4.98% → 3.09% (-1.9%)
24% less capital invested
Capital invested by funds: $2M → $1.52M (-$478K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$90.1K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$31 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$535K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$23.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VA
1
Valmark Advisers
Akron,
Ohio
| $1.09M | – | – | – |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $212K | +$31 | +1 | +0% |
|
|
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $111K | -$23.6K | -760 | -17% |
|
|
ACA
4
Aptus Capital Advisors
Fairhope,
Alabama
| $88.7K | +$90.1K | +2,897 | New |
|
|
AG
5
AmeriFlex Group
Las Vegas,
Nevada
| $14.8K | – | – | – |
|
|
6
Jane Street
New York
| – | -$535K | -17,351 | Closed |
|
IRTR Hedge Fund Activity: Q1 2026 in Review
5 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Retirement ETF (IRTR) for Q1 2026, worth a combined $1.52M — down 24% from $2M a quarter earlier.
Fund positioning in IRTR was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $90.1K. The largest seller was Jane Street, exiting entirely with an estimated $535K sold.
- 5 institutional investors held iShares LifePath Retirement ETF (IRTR) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $1.52M of iShares LifePath Retirement ETF stock for Q1 2026, down 24% quarter-over-quarter.
- 1 fund opened new iShares LifePath Retirement ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest iShares LifePath Retirement ETF buyer in Q1 2026 was Aptus Capital Advisors, an estimated $90.1K added.
- The largest iShares LifePath Retirement ETF seller in Q1 2026 was Jane Street, an estimated $535K sold.
Based on aggregated 13F filings for Q1 2026.