Who Owns iShares LifePath Target Date 2035 ETF (ITDC)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$3.4T
% of Float Held
—
QoQ Change in Holders
+4 / -4
Price History
ITDC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Cyr Financial Inc. | New Position | +10K | +$343K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | New Position | +53 | +$1K |
| Kestra Advisory Services, LLC | New Position | +3K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +7K | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +92 | +$-400.2M |
ITDC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Closed Position | -24K | -$808.8M |
| Integrated Wealth Concepts LLC | Closed Position | -12K | -$390.3M |
| CITADEL ADVISORS LLC | Closed Position | -9K | -$299.2M |
| UBS Group AG | Closed Position | -836 | -$28.4M |
| Sunbelt Securities, Inc. | Decreased | -14 | -$22.9M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Cyr Financial Inc. | 10,116 | $343K | 0.21% | Share |
| 2 | Sunbelt Securities, Inc. | 662 | $22K | 0.00% | Share |
| 3 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 53 | $1K | 0.00% | Share |
| 4 | Kestra Advisory Services, LLC | 3,000 | $0 | 0.00% | Share |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,884 | $0 | 0.00% | Share |
| 6 | Creative Planning | 5,983 | $0 | 0.00% | Share |
| 7 | BANK OF AMERICA CORP /DE/ | 6,700 | $0 | 0.00% | Share |
ITDC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $366K | +0 |
| Q3 2025 | 7 | $2.2B | -1 |
| Q2 2025 | 8 | $1.7B | +0 |
| Q1 2025 | 8 | $1.8B | +3 |
| Q4 2024 | 5 | $46.0B | +3 |
| Q3 2024 | 2 | $549.0M | +1 |
| Q2 2024 | 1 | $0 | -1 |
| Q1 2024 | 2 | $299.3B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold ITDC (iShares LifePath Target Date 2035 ETF). The largest holder is Cyr Financial Inc. with $343K in shares. This quarter, 4 institutions opened new positions and 4 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDC?
As of Q4 2025, 7 institutional investors report holding ITDC (iShares LifePath Target Date 2035 ETF) in their 13F filings.
Who is the largest institutional holder of ITDC?
The largest institutional holder of ITDC is Cyr Financial Inc. with $343K in shares.
Is institutional ownership of ITDC increasing or decreasing?
This quarter, 4 institutions opened new positions in ITDC and 4 closed their positions.