iShares LifePath Target Date 2040 ETF (ITDD)

• Market cap: $45.2M
• 1 day: -0.14%
• 5 days: 0.12%
• 1 month: 2.47%
• 3 months: 8.18%
• 6 months: 13.25%
• Year to date: 14.33%
• 1 year: 12.74%
• 5 years: 42.19%
• 10 years: 42.19%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

3.61% less ownership

Funds ownership: 6.81% [Q1] → 3.2% (-3.61%) [Q2]

33% less funds holding

Funds holding: 9 [Q1] → 6 (-3) [Q2]

38% less capital invested

Capital invested by funds: $1.87M [Q1] → $1.16M (-$708K) [Q2]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3