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iShares LifePath Target Date 2065 ETF
ITDI

Overview Fund Activity

5 hedge funds and large institutions have $112K invested in iShares LifePath Target Date 2065 ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCA
Heck Capital Advisors
Wisconsin
+$24.7K
2
FMP
Financial Management Professionals
Texas
+$972
3
SS
Sunbelt Securities
Texas
+$943
4
WWP
WR Wealth Planners
Missouri
+$94

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
1
Heck Capital Advisors
Wisconsin
$110K +$24.7K +789 +29%
FMP
2
Financial Management Professionals
Texas
$972 +$972 +31 New
SS
3
Sunbelt Securities
Texas
$943 +$943 +30 New
WWP
4
WR Wealth Planners
Missouri
$94 +$94 +3 New