iShares LifePath Target Date 2040 ETF (ITDD)

• Market cap: $33.5M
• 1 day: 0.19%
• 5 days: -0.62%
• 1 month: 0.85%
• 3 months: 4.79%
• 6 months: 4.11%
• Year to date: 5.79%
• 1 year: 9.01%
• 5 years: 31.56%
• 10 years: 31.56%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

80% more funds holding

Funds holding: 5 [Q4 2024] → 9 (+4) [Q1 2025]

25% more capital invested

Capital invested by funds: $1.49M [Q4 2024] → $1.87M (+$379K) [Q1 2025]

0.17% less ownership

Funds ownership: 6.98% [Q4 2024] → 6.81% (-0.17%) [Q1 2025]

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1