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iShares LifePath Target Date 2055 ETF
ITDG
ITDG
4 hedge funds and large institutions have $337K invested in iShares LifePath Target Date 2055 ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.4% less ownership
Funds ownership: 1.21% → 0.81% (-0.4%)
15% less capital invested
Capital invested by funds: $399K → $337K (-$61.5K)
Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$245K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$51.4K |
Top Sellers
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$336K |
| 2 |
CAL
Capital Advisors Ltd
Shaker Heights,
Ohio
|
-$3.77K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $236K | +$245K | +6,381 | New |
|
|
SS
2
Sunbelt Securities
Houston,
Texas
| $96.2K | +$51.4K | +1,338 | +106% |
|
|
CVM
3
Cheviot Value Management
Beverly Hills,
California
| $4.67K | – | – | – |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$336K | -8,913 | Closed |
|
|
CAL
5
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$3.77K | -98 | -97% |
|