iShares LifePath Target Date 2035 ETF
ITDC
10 hedge funds and large institutions have $2.97M invested in iShares LifePath Target Date 2035 ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
124% more capital invested
Capital invested by funds: $1.33M → $2.97M (+$1.65M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
1.63% more ownership
Funds ownership: 2.01% → 3.64% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$1.1M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$397K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$219K |
| 4 |
Jane Street
New York
|
+$207K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$228K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$102K |
| 3 |
CF
Cyr Financial
Hennepin,
Illinois
|
-$98.7K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Scotia Capital
Toronto,
Ontario, Canada
| $1.07M | +$1.1M | +31,754 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $615K | +$219K | +6,328 | +53% |
|
|
IWC
3
Integrated Wealth Concepts
Waltham,
Massachusetts
| $388K | +$397K | +11,501 | New |
|
|
CF
4
Cyr Financial
Hennepin,
Illinois
| $245K | -$98.7K | -2,856 | -28% |
|
5
Creative Planning
Overland Park,
Kansas
| $233K | +$32.1K | +930 | +16% |
|
|
6
Jane Street
New York
| $202K | +$207K | +5,991 | New |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $194K | +$199K | +5,758 | New |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| $22.3K | – | – | – |
|
|
HHGA
9
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.79K | – | – | – |
|
|
VAI
10
Vanguard Advisers Inc
Malvern,
Pennsylvania
| $405 | +$415 | +12 | New |
|
|
11
Bank of America
Charlotte,
North Carolina
| – | -$228K | -6,700 | Closed |
|
|
KAS
12
Kestra Advisory Services
Austin,
Texas
| – | -$102K | -3,000 | Closed |
|
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21.7K | -638 | Closed |
|
ITDC Hedge Fund Activity: Q1 2026 in Review
10 of the 8,152 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2035 ETF (ITDC) for Q1 2026, worth a combined $2.97M — up 124% from $1.33M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ITDC positions and 3 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Scotia Capital, opening a new position worth an estimated $1.1M. The largest seller was Bank of America, exiting entirely with an estimated $228K sold.
- 10 institutional investors held iShares LifePath Target Date 2035 ETF (ITDC) as of Q1 2026, up from 8 in Q4 2025.
- Funds reported $2.97M of iShares LifePath Target Date 2035 ETF stock for Q1 2026, up 124% quarter-over-quarter.
- 5 funds opened new iShares LifePath Target Date 2035 ETF positions in Q1 2026 and 3 closed out, a net change of +2 holders.
- The largest iShares LifePath Target Date 2035 ETF buyer in Q1 2026 was Scotia Capital, an estimated $1.1M added.
- The largest iShares LifePath Target Date 2035 ETF seller in Q1 2026 was Bank of America, an estimated $228K sold.
Based on aggregated 13F filings for Q1 2026.