Who Owns iShares LifePath Target Date 2040 ETF (ITDD)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$4.930002490009101e+25T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
ITDD — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| JMAC ENTERPRISES LLC | New Position | +14K | +$493.0M |
| Bellwether Advisors, LLC | New Position | +7K | +$249.0M |
| Sunbelt Securities, Inc. | Increased | +359 | +$12.0M |
| Farther Finance Advisors, LLC | New Position | +115 | +$4.0M |
| McIlrath & Eck, LLC | New Position | +3K | +$90K |
| Capital Advisors, Ltd. LLC | New Position | +1K | +$41K |
| NBC SECURITIES, INC. | Increased | +6 | +$1K |
| JANE STREET GROUP, LLC | New Position | +18K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +7K | +$0 |
ITDD — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -12K | -$426.5M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -554 | -$19K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JMAC ENTERPRISES LLC | 14,033 | $493.0M | 0.09% | Share |
| 2 | Bellwether Advisors, LLC | 7,084 | $249.0M | 0.04% | Share |
| 3 | Sunbelt Securities, Inc. | 2,613 | $91.0M | 0.01% | Share |
| 4 | Farther Finance Advisors, LLC | 115 | $4.0M | 0.04% | Share |
| 5 | Hughes Financial Services, LLC | 60 | $2.0M | 0.00% | Share |
| 6 | NBC SECURITIES, INC. | 4,189 | $147K | 0.01% | Share |
| 7 | McIlrath & Eck, LLC | 2,577 | $90K | 0.01% | Share |
| 8 | Capital Advisors, Ltd. LLC | 1,177 | $41K | 0.00% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 6,500 | $0 | 0.00% | Share |
| 10 | JANE STREET GROUP, LLC | 18,116 | $0 | 0.00% | Share |
| 11 | OSAIC HOLDINGS, INC. | 643 | $0 | 0.00% | Share |
ITDD Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 11 | $839.3M | +5 |
| Q3 2025 | 6 | $529.6M | +0 |
| Q2 2025 | 6 | $983.5M | -4 |
| Q1 2025 | 10 | $1.7B | +6 |
| Q4 2024 | 4 | $17.9B | +1 |
| Q3 2024 | 3 | $294.4M | +1 |
| Q2 2024 | 2 | $10.0M | -1 |
| Q1 2024 | 3 | $812.0M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold ITDD (iShares LifePath Target Date 2040 ETF). The largest holder is JMAC ENTERPRISES LLC with $493.0M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDD?
As of Q4 2025, 11 institutional investors report holding ITDD (iShares LifePath Target Date 2040 ETF) in their 13F filings.
Who is the largest institutional holder of ITDD?
The largest institutional holder of ITDD is JMAC ENTERPRISES LLC with $493.0M in shares.
Is institutional ownership of ITDD increasing or decreasing?
This quarter, 7 institutions opened new positions in ITDD and 2 closed their positions.