iShares LifePath Target Date 2065 ETF
ITDI
3 hedge funds and large institutions have $945K invested in iShares LifePath Target Date 2065 ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
50% more funds holding
Funds holding: 2 → 3 (+1)
48.83% less ownership
Funds ownership: 75.58% → 26.74% (-49%)
54% less capital invested
Capital invested by funds: $2.06M → $945K (-$1.12M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$58.7K |
| 2 |
RBC
Roble Belko & Company
Sewickley,
Pennsylvania
|
+$84 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$699K |
| 2 |
BlackRock
New York
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $884K | -$562K | -20,000 | -40% |
|
|
HCA
2
Heck Capital Advisors
Rhinelander,
Wisconsin
| $61.5K | +$58.7K | +2,089 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| – | -$699K | -25,577 | Closed |
|
|
RBC
4
Roble Belko & Company
Sewickley,
Pennsylvania
| – | +$84 | +3 | New |
|
ITDI Hedge Fund Activity: Q1 2024 in Review
3 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2065 ETF (ITDI) for Q1 2024, worth a combined $945K — down 54% from $2.06M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ITDI positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Heck Capital Advisors, opening a new position worth an estimated $58.7K. The largest seller was Citadel Advisors, exiting entirely with an estimated $699K sold.
- 3 institutional investors held iShares LifePath Target Date 2065 ETF (ITDI) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $945K of iShares LifePath Target Date 2065 ETF stock for Q1 2024, down 54% quarter-over-quarter.
- 2 funds opened new iShares LifePath Target Date 2065 ETF positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest iShares LifePath Target Date 2065 ETF buyer in Q1 2024 was Heck Capital Advisors, an estimated $58.7K added.
- The largest iShares LifePath Target Date 2065 ETF seller in Q1 2024 was Citadel Advisors, an estimated $699K sold.
Based on aggregated 13F filings for Q1 2024.