We are live on ! Find out more
ITDD icon

iShares LifePath Target Date 2040 ETF
ITDD

7 hedge funds and large institutions have $582K invested in iShares LifePath Target Date 2040 ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1.64% less ownership

Funds ownership: 2.21% → 0.57% (-1.6%)

22% less funds holding

Funds holding: 9 → 7 (-2)

67% less capital invested

Capital invested by funds: $1.77M → $582K (-$1.19M)

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$225K
2
1L
10Elms LLP
Oklahoma
+$31.5K
3
HI
Harbour Investments
Wisconsin
+$12K
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.6K
5
CAL
Capital Advisors Ltd
Ohio
+$5.45K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M

ITDD Hedge Fund Activity: Q2 2026 in Review

7 of the 8,329 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q2 2026, worth a combined $582K — down 67% from $1.77M a quarter earlier.

Fund positioning in ITDD was balanced in Q2 2026: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $225K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.32M sold.

  • 7 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q2 2026, down from 9 in Q1 2026.
  • Funds reported $582K of iShares LifePath Target Date 2040 ETF stock for Q2 2026, down 67% quarter-over-quarter.
  • 1 fund opened new iShares LifePath Target Date 2040 ETF positions in Q2 2026 and 1 closed out, a net change of 0 holders.
  • The largest iShares LifePath Target Date 2040 ETF buyer in Q2 2026 was Cerity Partners, an estimated $225K added.
  • The largest iShares LifePath Target Date 2040 ETF seller in Q2 2026 was Susquehanna International Group, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2026.