Who Owns iShares LifePath Target Date 2030 ETF (ITDB)?Hedge Fund & Institutional Holders
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$23.2B
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
ITDB — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Capital Advisors, Ltd. LLC | New Position | +3K | +$232K |
| CITADEL ADVISORS LLC | New Position | +8K | +$0 |
| OSAIC HOLDINGS, INC. | New Position | +150 | +$0 |
| ROTHSCHILD INVESTMENT LLC | New Position | +5K | +$0 |
ITDB — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -10K | -$335.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Capital Advisors, Ltd. LLC | 2,817 | $232K | 0.03% | Share |
| 2 | Sunbelt Securities, Inc. | 629 | $20K | 0.00% | Share |
| 3 | OSAIC HOLDINGS, INC. | 150 | $0 | 0.00% | Share |
| 4 | ROTHSCHILD INVESTMENT LLC | 4,500 | $0 | 0.00% | Share |
| 5 | CITADEL ADVISORS LLC | 8,114 | $0 | 0.00% | Share |
ITDB Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 5 | $252K | +3 |
| Q3 2025 | 2 | $355.7M | +0 |
| Q2 2025 | 2 | $18.4M | +0 |
| Q1 2025 | 2 | $227.0M | -3 |
| Q4 2024 | 5 | $633.0M | +2 |
| Q3 2024 | 3 | $750.3B | +1 |
| Q2 2024 | 2 | $12K | +0 |
| Q1 2024 | 2 | $221.9B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 5 institutional investors hold ITDB (iShares LifePath Target Date 2030 ETF). The largest holder is Capital Advisors, Ltd. LLC with $232K in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDB?
As of Q4 2025, 5 institutional investors report holding ITDB (iShares LifePath Target Date 2030 ETF) in their 13F filings.
Who is the largest institutional holder of ITDB?
The largest institutional holder of ITDB is Capital Advisors, Ltd. LLC with $232K in shares.
Is institutional ownership of ITDB increasing or decreasing?
This quarter, 4 institutions opened new positions in ITDB and 1 closed their positions.