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iShares LifePath Target Date 2060 ETF
ITDH

2 hedge funds and large institutions have $8.38K invested in iShares LifePath Target Date 2060 ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% less ownership

Funds ownership: 0.22% → 0.12% (-0.1%)

33% less funds holding

Funds holding: 3 → 2 (-1)

39% less capital invested

Capital invested by funds: $13.8K → $8.38K (-$5.39K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCA
Heck Capital Advisors
Wisconsin
+$129

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.31K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$8.38K +$129 +4 +2%
UBS Group
2
UBS Group
Switzerland
– -$5.31K -165 Closed

ITDH Hedge Fund Activity: Q4 2024 in Review

2 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2060 ETF (ITDH) for Q4 2024, worth a combined $8.38K — down 39% from $13.8K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of ITDH and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was Heck Capital Advisors, adding an estimated $129. The largest seller was UBS Group, exiting entirely with an estimated $5.31K sold.

  • 2 institutional investors held iShares LifePath Target Date 2060 ETF (ITDH) as of Q4 2024, down from 3 in Q3 2024.
  • Funds reported $8.38K of iShares LifePath Target Date 2060 ETF stock for Q4 2024, down 39% quarter-over-quarter.
  • 0 funds opened new iShares LifePath Target Date 2060 ETF positions in Q4 2024 and 1 closed out, a net change of -1 holder.
  • The largest iShares LifePath Target Date 2060 ETF buyer in Q4 2024 was Heck Capital Advisors, an estimated $129 added.
  • The largest iShares LifePath Target Date 2060 ETF seller in Q4 2024 was UBS Group, an estimated $5.31K sold.

Based on aggregated 13F filings for Q4 2024.