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iShares LifePath Target Date 2035 ETF

5 hedge funds and large institutions have $679K invested in iShares LifePath Target Date 2035 ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1,583% more capital invested

Capital invested by funds: $40.3K → $679K (+$638K)

400% more funds holding

Funds holding: 15 (+4)

2.94% more ownership

Funds ownership: 0.22%3.16% (+2.9%)

Holders
5
Holders Change
+4
Holders Change %
+400%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
1
Cyr Financial
Illinois
$299K +$309K +10,018 New
Citadel Advisors
2
Citadel Advisors
Florida
$208K +$215K +6,977 New
UBS Group
3
UBS Group
Switzerland
$111K +$114K +3,709 New
HCA
4
Heck Capital Advisors
Wisconsin
$45.6K +$7.02K +228 +18%
SS
5
Sunbelt Securities
Texas
$15K +$15.4K +501 New

ITDC Hedge Fund Activity: Q4 2024 in Review

5 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2035 ETF (ITDC) for Q4 2024, worth a combined $679K — up 1,583% from $40.3K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ITDC positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Cyr Financial, opening a new position worth an estimated $309K.

  • 5 institutional investors held iShares LifePath Target Date 2035 ETF (ITDC) as of Q4 2024, up from 1 in Q3 2024.
  • Funds reported $679K of iShares LifePath Target Date 2035 ETF stock for Q4 2024, up 1,583% quarter-over-quarter.
  • 4 funds opened new iShares LifePath Target Date 2035 ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest iShares LifePath Target Date 2035 ETF buyer in Q4 2024 was Cyr Financial, an estimated $309K added.

Based on aggregated 13F filings for Q4 2024.