iShares LifePath Target Date 2055 ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$245K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$51.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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% |
|
ITDG Hedge Fund Activity: Q1 2026 in Review
4 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2055 ETF (ITDG) for Q1 2026, worth a combined $337K — down 15% from $399K a quarter earlier.
Fund positioning in ITDG was balanced in Q1 2026: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $245K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $336K sold.
- 4 institutional investors held iShares LifePath Target Date 2055 ETF (ITDG) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $337K of iShares LifePath Target Date 2055 ETF stock for Q1 2026, down 15% quarter-over-quarter.
- 1 fund opened new iShares LifePath Target Date 2055 ETF positions in Q1 2026 and 1 closed out, a net change of 0 holders.
- The largest iShares LifePath Target Date 2055 ETF buyer in Q1 2026 was LPL Financial, an estimated $245K added.
- The largest iShares LifePath Target Date 2055 ETF seller in Q1 2026 was Susquehanna International Group, an estimated $336K sold.
Based on aggregated 13F filings for Q1 2026.