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iShares LifePath Target Date 2055 ETF

4 hedge funds and large institutions have $363K invested in iShares LifePath Target Date 2055 ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 34 (+1)

6.81% less ownership

Funds ownership: 9.14%2.33% (-6.8%)

71% less capital invested

Capital invested by funds: $1.26M → $363K (-$900K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$349K +$359K +11,207 New
HCA
2
Heck Capital Advisors
Wisconsin
$12.1K
SS
3
Sunbelt Securities
Texas
$1.87K
Morgan Stanley
4
Morgan Stanley
New York
$39 +$32 +1 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
-$1.25M -39,755 Closed