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iShares LifePath Target Date 2065 ETF
ITDI

2 hedge funds and large institutions have $87.3K invested in iShares LifePath Target Date 2065 ETF in 2024 Q3 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

10.87% less ownership

Funds ownership: 12.38% → 1.51% (-11%)

33% less funds holding

Funds holding: 3 → 2 (-1)

83% less capital invested

Capital invested by funds: $522K → $87.3K (-$435K)

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
+$14.1K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$87.3K +$14.1K +456 +20%
Citadel Advisors
2
Citadel Advisors
Florida
– -$454K -15,076 Closed

ITDI Hedge Fund Activity: Q3 2024 in Review

2 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2065 ETF (ITDI) for Q3 2024, worth a combined $87.3K — down 83% from $522K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of ITDI 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 $14.1K. The largest seller was Citadel Advisors, exiting entirely with an estimated $454K sold.

  • 2 institutional investors held iShares LifePath Target Date 2065 ETF (ITDI) as of Q3 2024, down from 3 in Q2 2024.
  • Funds reported $87.3K of iShares LifePath Target Date 2065 ETF stock for Q3 2024, down 83% quarter-over-quarter.
  • 0 funds opened new iShares LifePath Target Date 2065 ETF positions in Q3 2024 and 1 closed out, a net change of -1 holder.
  • The largest iShares LifePath Target Date 2065 ETF buyer in Q3 2024 was Heck Capital Advisors, an estimated $14.1K added.
  • The largest iShares LifePath Target Date 2065 ETF seller in Q3 2024 was Citadel Advisors, an estimated $454K sold.

Based on aggregated 13F filings for Q3 2024.