iShares LifePath Target Date 2040 ETF
ITDD
5 hedge funds and large institutions have $1.49M invested in iShares LifePath Target Date 2040 ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
343% more capital invested
Capital invested by funds: $336K → $1.49M (+$1.15M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
4.76% more ownership
Funds ownership: 2.23% → 6.98% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.01M |
| 2 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
+$440K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$17.4K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $985K | +$1.01M | +32,324 | New |
|
|
JE
2
JMAC Enterprises
Newtown,
Pennsylvania
| $427K | +$440K | +14,033 | New |
|
|
HCA
3
Heck Capital Advisors
Rhinelander,
Wisconsin
| $39.9K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $20.5K | +$10.3K | +330 | +96% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $16.9K | +$17.4K | +554 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$284K | -9,038 | Closed |
|
ITDD Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q4 2024, worth a combined $1.49M — up 343% from $336K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ITDD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.01M. The largest seller was Citadel Advisors, exiting entirely with an estimated $284K sold.
- 5 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $1.49M of iShares LifePath Target Date 2040 ETF stock for Q4 2024, up 343% quarter-over-quarter.
- 3 funds opened new iShares LifePath Target Date 2040 ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.01M added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q4 2024 was Citadel Advisors, an estimated $284K sold.
Based on aggregated 13F filings for Q4 2024.