iShares LifePath Target Date 2040 ETF
ITDD
6 hedge funds and large institutions have $1.16M invested in iShares LifePath Target Date 2040 ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
3.62% less ownership
Funds ownership: 6.81% → 3.2% (-3.6%)
33% less funds holding
Funds holding: 9 → 6 (-3)
38% less capital invested
Capital invested by funds: $1.87M → $1.16M (-$707K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$435 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$401K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$288K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$72.7K |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$39.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$933 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $520K | -$288K | -9,279 | -37% |
|
|
JE
2
JMAC Enterprises
Newtown,
Pennsylvania
| $464K | – | – | – |
|
|
NS
3
NBC Securities
Birmingham,
Alabama
| $138K | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $21.2K | -$933 | -30 | -4% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $18.3K | – | – | – |
|
|
ME
6
McIlrath & Eck
Arlington,
Washington
| $636 | +$435 | +14 | +280% |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$401K | -13,159 | Closed |
|
|
SS
8
Sunbelt Securities
Houston,
Texas
| – | -$72.7K | -2,385 | Closed |
|
|
HCA
9
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$39.9K | -1,310 | Closed |
|
ITDD Hedge Fund Activity: Q2 2025 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q2 2025, worth a combined $1.16M — down 38% from $1.87M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ITDD and 0 opened new positions — a net loss of 3 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was McIlrath & Eck, adding an estimated $435. The largest seller was Citadel Advisors, exiting entirely with an estimated $401K sold.
- 6 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q2 2025, down from 9 in Q1 2025.
- Funds reported $1.16M of iShares LifePath Target Date 2040 ETF stock for Q2 2025, down 38% quarter-over-quarter.
- 0 funds opened new iShares LifePath Target Date 2040 ETF positions in Q2 2025 and 3 closed out, a net change of -3 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q2 2025 was McIlrath & Eck, an estimated $435 added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q2 2025 was Citadel Advisors, an estimated $401K sold.
Based on aggregated 13F filings for Q2 2025.