We are live on ! Find out more
ITDB icon

iShares LifePath Target Date 2030 ETF

4 hedge funds and large institutions have $633K invested in iShares LifePath Target Date 2030 ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more funds holding

Funds holding: 24 (+2)

2.15% less ownership

Funds ownership: 6.14%4% (-2.1%)

16% less capital invested

Capital invested by funds: $750K → $633K (-$117K)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$595K +$614K +20,293 New
SS
2
Sunbelt Securities
Texas
$18.5K +$6.17K +204 +48%
AWM
3
AE Wealth Management
Kansas
$15.1K +$15.6K +514 New
Morgan Stanley
4
Morgan Stanley
New York
$4.4K +$4.54K +150 New
Citadel Advisors
5
Citadel Advisors
Florida
-$737K -24,147 Closed