iShares LifePath Target Date 2040 ETF
ITDD
9 hedge funds and large institutions have $1.77M invested in iShares LifePath Target Date 2040 ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 5 closing their positions.
1.19% less ownership
Funds ownership: 3.4% → 2.21% (-1.2%)
12% less capital invested
Capital invested by funds: $2.01M → $1.77M (-$239K)
18% less funds holding
Funds holding: 11 → 9 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.36M |
| 2 |
1L
10Elms LLP
Tulsa,
Oklahoma
|
+$26.7K |
| 3 |
NS
NBC Securities
Birmingham,
Alabama
|
+$17.6K |
| 4 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$7.61K |
| 5 |
HFS
Hughes Financial Services
Herndon,
Virginia
|
+$6.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$638K |
| 2 |
JE
JMAC Enterprises
Newtown,
Pennsylvania
|
-$494K |
| 3 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$249K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$229K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$4.05K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.32M | +$1.36M | +37,840 | New |
|
|
NS
2
NBC Securities
Birmingham,
Alabama
| $163K | +$17.6K | +490 | +12% |
|
|
ME
3
McIlrath & Eck
Arlington,
Washington
| $97.4K | +$7.61K | +212 | +8% |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $91.2K | – | – | – |
|
|
CAL
5
Capital Advisors Ltd
Shaker Heights,
Ohio
| $41K | – | – | – |
|
|
1L
6
10Elms LLP
Tulsa,
Oklahoma
| $26K | +$26.7K | +745 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $22.4K | – | – | – |
|
|
HFS
8
Hughes Financial Services
Herndon,
Virginia
| $8.1K | +$6.17K | +172 | +287% |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $349 | +$359 | +10 | New |
|
|
10
Jane Street
New York
| – | -$638K | -18,116 | Closed |
|
|
JE
11
JMAC Enterprises
Newtown,
Pennsylvania
| – | -$494K | -14,033 | Closed |
|
|
BA
12
Bellwether Advisors
Lincoln,
Nebraska
| – | -$249K | -7,084 | Closed |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$229K | -6,500 | Closed |
|
|
FFA
14
Farther Finance Advisors
San Francisco,
California
| – | -$4.05K | -115 | Closed |
|
ITDD Hedge Fund Activity: Q1 2026 in Review
9 of the 8,133 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2040 ETF (ITDD) for Q1 2026, worth a combined $1.77M — down 12% from $2.01M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ITDD and 3 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.36M. The largest seller was Jane Street, exiting entirely with an estimated $638K sold.
- 9 institutional investors held iShares LifePath Target Date 2040 ETF (ITDD) as of Q1 2026, down from 11 in Q4 2025.
- Funds reported $1.77M of iShares LifePath Target Date 2040 ETF stock for Q1 2026, down 12% quarter-over-quarter.
- 3 funds opened new iShares LifePath Target Date 2040 ETF positions in Q1 2026 and 5 closed out, a net change of -2 holders.
- The largest iShares LifePath Target Date 2040 ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $1.36M added.
- The largest iShares LifePath Target Date 2040 ETF seller in Q1 2026 was Jane Street, an estimated $638K sold.
Based on aggregated 13F filings for Q1 2026.