iShares LifePath Target Date 2040 ETF
ITDD
8 hedge funds and large institutions have $1.19M invested in iShares LifePath Target Date 2040 ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
2% more capital invested
Capital invested by funds: $1.16M → $1.19M (+$26.5K)
0.66% less ownership
Funds ownership: 3.2% → 2.53% (-0.66%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$76.4K |
| 2 |
HFS
Hughes Financial Services
Herndon,
Virginia
|
+$2.03K |
| 3 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$441 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
| 2 |
NS
NBC Securities
Birmingham,
Alabama
|
-$34 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JE
1
JMAC Enterprises
Newtown,
Pennsylvania
| $492K | – | – | – |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $426K | -$121K | -3,563 | -23% |
|
|
NS
3
NBC Securities
Birmingham,
Alabama
| $147K | -$34 | -1 | -0% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $79K | +$76.4K | +2,254 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $21.9K | – | – | – |
|
|
PS
6
Principal Securities
Des Moines,
Iowa
| $19.4K | – | – | – |
|
|
HFS
7
Hughes Financial Services
Herndon,
Virginia
| $2.13K | +$2.03K | +60 | New |
|
|
ME
8
McIlrath & Eck
Arlington,
Washington
| $1.14K | +$441 | +13 | +68% |
|
ITDD Hedge Fund Activity: Q3 2025 in Review
8 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q3 2025, worth a combined $1.19M — up 2.3% from $1.16M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ITDD positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Sunbelt Securities, opening a new position worth an estimated $76.4K. The largest seller was Susquehanna International Group, cutting an estimated $121K.
- 8 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $1.19M of iShares LifePath Target Date 2040 ETF stock for Q3 2025, up 2.3% quarter-over-quarter.
- 2 funds opened new iShares LifePath Target Date 2040 ETF positions in Q3 2025 and 0 closed out, a net change of +2 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q3 2025 was Sunbelt Securities, an estimated $76.4K added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q3 2025 was Susquehanna International Group, an estimated $121K sold.
Based on aggregated 13F filings for Q3 2025.