iShares LifePath Target Date 2040 ETF
ITDD
2 hedge funds and large institutions have $48.6K invested in iShares LifePath Target Date 2040 ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
12.28% less ownership
Funds ownership: 12.77% → 0.49% (-12%)
94% less capital invested
Capital invested by funds: $812K → $48.6K (-$763K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$37.7K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$578K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCA
1
Heck Capital Advisors
Rhinelander,
Wisconsin
| $38.5K | +$37.7K | +1,310 | New |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $10.1K | +$9.86K | +343 | New |
|
|
3
BlackRock
New York
| – | -$578K | -20,000 | Closed |
|
|
4
Citadel Advisors
Miami,
Florida
| – | -$234K | -8,087 | Closed |
|
ITDD Hedge Fund Activity: Q2 2024 in Review
2 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q2 2024, worth a combined $48.6K — down 94% from $812K a quarter earlier.
Fund positioning in ITDD was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $37.7K. The largest seller was BlackRock, exiting entirely with an estimated $578K sold.
- 2 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $48.6K of iShares LifePath Target Date 2040 ETF stock for Q2 2024, down 94% quarter-over-quarter.
- 2 funds opened new iShares LifePath Target Date 2040 ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q2 2024 was Heck Capital Advisors, an estimated $37.7K added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q2 2024 was BlackRock, an estimated $578K sold.
Based on aggregated 13F filings for Q2 2024.