iShares LifePath Target Date 2040 ETF
ITDD
9 hedge funds and large institutions have $1.87M invested in iShares LifePath Target Date 2040 ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
80% more funds holding
Funds holding: 5 → 9 (+4)
25% more capital invested
Capital invested by funds: $1.49M → $1.87M (+$379K)
0.17% less ownership
Funds ownership: 6.98% → 6.81% (-0.17%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$408K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
+$130K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$73.9K |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$155 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$226K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $763K | -$226K | -7,306 | -23% |
|
|
JE
2
JMAC Enterprises
Newtown,
Pennsylvania
| $428K | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $401K | +$408K | +13,159 | New |
|
|
NS
4
NBC Securities
Birmingham,
Alabama
| $127K | +$130K | +4,184 | New |
|
|
SS
5
Sunbelt Securities
Houston,
Texas
| $72.7K | +$73.9K | +2,385 | New |
|
|
HCA
6
Heck Capital Advisors
Rhinelander,
Wisconsin
| $39.9K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $20.5K | – | – | – |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $16.9K | – | – | – |
|
|
ME
9
McIlrath & Eck
Arlington,
Washington
| $150 | +$155 | +5 | New |
|
|
PA
10
Parallel Advisors
San Francisco,
California
| $4 | – | – | – |
|
ITDD Hedge Fund Activity: Q1 2025 in Review
9 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q1 2025, worth a combined $1.87M — up 25% from $1.49M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ITDD positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $408K. The largest seller was Susquehanna International Group, cutting an estimated $226K.
- 9 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q1 2025, up from 5 in Q4 2024.
- Funds reported $1.87M of iShares LifePath Target Date 2040 ETF stock for Q1 2025, up 25% quarter-over-quarter.
- 4 funds opened new iShares LifePath Target Date 2040 ETF positions in Q1 2025 and 0 closed out, a net change of +4 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q1 2025 was Citadel Advisors, an estimated $408K added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q1 2025 was Susquehanna International Group, an estimated $226K sold.
Based on aggregated 13F filings for Q1 2025.