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.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
69% more capital invested
Capital invested by funds: $1.19M → $2.01M (+$822K)
38% more funds holding
Funds holding: 8 → 11 (+3)
0.87% more ownership
Funds ownership: 2.53% → 3.4% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$641K |
| 2 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$251K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$230K |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$90.1K |
| 5 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$426K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$19.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $638K | +$641K | +18,116 | New |
|
|
JE
2
JMAC Enterprises
Newtown,
Pennsylvania
| $494K | – | – | – |
|
|
BA
3
Bellwether Advisors
Lincoln,
Nebraska
| $249K | +$251K | +7,084 | New |
|
|
4
Bank of America
Charlotte,
North Carolina
| $229K | +$230K | +6,500 | New |
|
|
NS
5
NBC Securities
Birmingham,
Alabama
| $147K | +$212 | +6 | +0.1% |
|
|
SS
6
Sunbelt Securities
Houston,
Texas
| $92K | +$12.7K | +359 | +16% |
|
|
ME
7
McIlrath & Eck
Arlington,
Washington
| $90.7K | +$90.1K | +2,545 | +7,953% |
|
|
CAL
8
Capital Advisors Ltd
Shaker Heights,
Ohio
| $41K | +$41.7K | +1,177 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $22.6K | – | – | – |
|
|
FFA
10
Farther Finance Advisors
San Francisco,
California
| $4.05K | +$4.07K | +115 | New |
|
|
HFS
11
Hughes Financial Services
Herndon,
Virginia
| $2.11K | – | – | – |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$426K | -12,176 | Closed |
|
|
PS
13
Principal Securities
Des Moines,
Iowa
| – | -$19.4K | -554 | Closed |
|
ITDD Hedge Fund Activity: Q4 2025 in Review
11 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q4 2025, worth a combined $2.01M — up 69% from $1.19M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ITDD positions and 2 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $641K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $426K sold.
- 11 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $2.01M of iShares LifePath Target Date 2040 ETF stock for Q4 2025, up 69% quarter-over-quarter.
- 5 funds opened new iShares LifePath Target Date 2040 ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q4 2025 was Jane Street, an estimated $641K added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q4 2025 was Susquehanna International Group, an estimated $426K sold.
Based on aggregated 13F filings for Q4 2025.