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iShares LifePath Target Date 2060 ETF

3 hedge funds and large institutions have $744K invested in iShares LifePath Target Date 2060 ETF in 2024 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: 33 (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

53.63% less ownership

Funds ownership: 78.9%25.27% (-54%)

65% less capital invested

Capital invested by funds: $2.16M → $744K (-$1.41M)

Holders
3
Holders Change
Holders Change %
0%
% 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
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$737K -$702K -25,000 -50%
HCA
2
Heck Capital Advisors
Wisconsin
$7.75K +$7.39K +263 New
Citadel Advisors
3
Citadel Advisors
Florida
-$789K -28,892 Closed
HFS
4
Hantz Financial Services
Michigan
+$56 +2 +67%

ITDH Hedge Fund Activity: Q1 2024 in Review

3 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2060 ETF (ITDH) for Q1 2024, worth a combined $744K — down 65% from $2.16M a quarter earlier.

Fund positioning in ITDH was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $7.39K. The largest seller was Citadel Advisors, exiting entirely with an estimated $789K sold.

  • 3 institutional investors held iShares LifePath Target Date 2060 ETF (ITDH) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $744K of iShares LifePath Target Date 2060 ETF stock for Q1 2024, down 65% quarter-over-quarter.
  • 1 fund opened new iShares LifePath Target Date 2060 ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • The largest iShares LifePath Target Date 2060 ETF buyer in Q1 2024 was Heck Capital Advisors, an estimated $7.39K added.
  • The largest iShares LifePath Target Date 2060 ETF seller in Q1 2024 was Citadel Advisors, an estimated $789K sold.

Based on aggregated 13F filings for Q1 2024.