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iShares LifePath Target Date 2050 ETF

3 hedge funds and large institutions have $298K invested in iShares LifePath Target Date 2050 ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.42% less ownership

Funds ownership: 4.72%1.3% (-3.4%)

40% less funds holding

Funds holding: 53 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

68% less capital invested

Capital invested by funds: $944K → $298K (-$646K)

Holders
3
Holders Change
-2
Holders Change %
-40%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$261K +$268K +8,424 New
PS
2
Principal Securities
Iowa
$33K
SS
3
Sunbelt Securities
Texas
$3.75K
RFP
4
Root Financial Partners
California
-$676K -21,606 Closed
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
-$229K -7,333 Closed
UBS Group
6
UBS Group
Switzerland
-$2.44K -78 Closed

ITDF Hedge Fund Activity: Q1 2025 in Review

3 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2050 ETF (ITDF) for Q1 2025, worth a combined $298K — down 68% from $944K a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ITDF and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 0 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $268K. The largest seller was Root Financial Partners, exiting entirely with an estimated $676K sold.

  • 3 institutional investors held iShares LifePath Target Date 2050 ETF (ITDF) as of Q1 2025, down from 5 in Q4 2024.
  • Funds reported $298K of iShares LifePath Target Date 2050 ETF stock for Q1 2025, down 68% quarter-over-quarter.
  • 1 fund opened new iShares LifePath Target Date 2050 ETF positions in Q1 2025 and 3 closed out, a net change of -2 holders.
  • The largest iShares LifePath Target Date 2050 ETF buyer in Q1 2025 was Citadel Advisors, an estimated $268K added.
  • The largest iShares LifePath Target Date 2050 ETF seller in Q1 2025 was Root Financial Partners, an estimated $676K sold.

Based on aggregated 13F filings for Q1 2025.