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iShares LifePath Target Date 2065 ETF

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

150% more funds holding

Funds holding: 25 (+3)

28% more capital invested

Capital invested by funds: $87.3K → $112K (+$24.5K)

0.11% more ownership

Funds ownership: 1.51%1.62% (+0.11%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
1
Heck Capital Advisors
Wisconsin
$110K +$25.5K +789 +29%
FMP
2
Financial Management Professionals
Texas
$972 +$1K +31 New
SS
3
Sunbelt Securities
Texas
$943 +$969 +30 New
WWP
4
WR Wealth Planners
Missouri
$94 +$97 +3 New

ITDI Hedge Fund Activity: Q4 2024 in Review

5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares LifePath Target Date 2065 ETF (ITDI) for Q4 2024, worth a combined $112K — up 28% from $87.3K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ITDI positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Heck Capital Advisors, adding an estimated $25.5K.

  • 5 institutional investors held iShares LifePath Target Date 2065 ETF (ITDI) as of Q4 2024, up from 2 in Q3 2024.
  • Funds reported $112K of iShares LifePath Target Date 2065 ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 3 funds opened new iShares LifePath Target Date 2065 ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
  • The largest iShares LifePath Target Date 2065 ETF buyer in Q4 2024 was Heck Capital Advisors, an estimated $25.5K added.

Based on aggregated 13F filings for Q4 2024.