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iShares LifePath Target Date 2040 ETF
ITDD

11 hedge funds and large institutions have $2.01M invested in iShares LifePath Target Date 2040 ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more ownership

Funds ownership: →

Holders
11
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$641K
2
+$251K
3
+$230K
4
ME
McIlrath & Eck
Washington
+$90.1K
5
CAL
Capital Advisors Ltd
Ohio
+$41.7K

Top Sellers

1
-$426K
2
-$19.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$638K
JE
2
JMAC Enterprises
Pennsylvania
$494K
BA
3
Bellwether Advisors
Nebraska
$249K
Bank of America
4
Bank of America
North Carolina
$229K
NS
5
NBC Securities
Alabama
$147K
SS
6
Sunbelt Securities
Texas
$92K
ME
7
McIlrath & Eck
Washington
$90.7K
CAL
8
Capital Advisors Ltd
Ohio
$41K
Osaic Holdings
9
Osaic Holdings
Arizona
$22.6K
FFA
10
Farther Finance Advisors
California
$4.05K
HFS
11
Hughes Financial Services
Virginia
$2.11K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
–
PS
13
Principal Securities
Iowa
–