Who Owns ITDI?
iShares LifePath Target Date 2065 ETF — Institutional Ownership & 13F Holdings
$40.45
+0.66 (+1.66%)
Market Cap
$20.7M
Shares Outstanding
533,951
Institutional Holders
7
Total Inst. Value
$688K
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
2
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLCNew | $283K | 9,121 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $258K | 8,303 |
| 3 | Heck Capital Advisors, LLC | $140K | 4,516 |
| 4 | Sunbelt Securities, Inc. | $7K | 218 |
| 5 | Cheviot Value Management, LLCNew | $138 | 4,352 |
| 6 | Financial Management Professionals, Inc. | $0 | 31 |
| 7 | Roble, Belko & Company, IncNew | $0 | 3 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CITADEL ADVISORS LLCNew | +9K | $283K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +8K | $258K |
| Heck Capital Advisors, LLC | +1K | $140K |
| Sunbelt Securities, Inc. | +188 | $7K |
| Cheviot Value Management, LLCNew | +4K | $138 |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold ITDI?
As of Q1 2025, 7 institutional investors report holding ITDI (iShares LifePath Target Date 2065 ETF) in their 13F filings.
Which hedge fund owns the most ITDI?
The largest institutional holder of ITDI is CITADEL ADVISORS LLC with $283K in shares.
Are institutions buying or selling ITDI?
This quarter, 4 institutions opened new positions in ITDI and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.