iShares LifePath Target Date 2050 ETF
ITDF
5 hedge funds and large institutions have $944K invested in iShares LifePath Target Date 2050 ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
18,369% more capital invested
Capital invested by funds: $5.11K → $944K (+$939K)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
4.69% more ownership
Funds ownership: 0.03% → 4.72% (+4.7%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFP
Root Financial Partners
Encinitas,
California
|
+$695K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$236K |
| 3 |
PS
Principal Securities
Des Moines,
Iowa
|
+$34K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$3.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.61K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFP
1
Root Financial Partners
Encinitas,
California
| $676K | +$695K | +21,606 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $229K | +$236K | +7,333 | New |
|
|
PS
3
Principal Securities
Des Moines,
Iowa
| $33K | +$34K | +1,055 | New |
|
|
SS
4
Sunbelt Securities
Houston,
Texas
| $3.79K | +$3.89K | +121 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $2.44K | -$1.61K | -50 | -39% |
|
|
6
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -26 | Closed |
|
ITDF Hedge Fund Activity: Q4 2024 in Review
5 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2050 ETF (ITDF) for Q4 2024, worth a combined $944K — up 18,369% from $5.11K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ITDF positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Root Financial Partners, opening a new position worth an estimated $695K. The largest seller was UBS Group, cutting an estimated $1.61K.
- 5 institutional investors held iShares LifePath Target Date 2050 ETF (ITDF) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $944K of iShares LifePath Target Date 2050 ETF stock for Q4 2024, up 18,369% quarter-over-quarter.
- 4 funds opened new iShares LifePath Target Date 2050 ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest iShares LifePath Target Date 2050 ETF buyer in Q4 2024 was Root Financial Partners, an estimated $695K added.
- The largest iShares LifePath Target Date 2050 ETF seller in Q4 2024 was UBS Group, an estimated $1.61K sold.
Based on aggregated 13F filings for Q4 2024.