Who Owns iShares LifePath Target Date 2045 ETF (ITDE)?Hedge Fund & Institutional Holders
Institutional Holders
9
as of Q4 2025
Total Institutional Value
$940004500030.0T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
ITDE — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Geneos Wealth Management Inc. | New Position | +1K | +$45.0M |
| Sunbelt Securities, Inc. | Increased | +6 | +$383K |
| Capital Advisors, Ltd. LLC | New Position | +1K | +$53K |
| BANK OF AMERICA CORP /DE/ | New Position | +6K | +$0 |
| MAI Capital Management | Increased | +263 | +$-11.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +9K | +$-323.2M |
ITDE — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| ROYAL BANK OF CANADA | Closed Position | -691 | -$25.0M |
| UBS Group AG | Decreased | -464 | -$17.4M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 2,613 | $94.0M | 0.01% | Share |
| 2 | Geneos Wealth Management Inc. | 1,250 | $45.0M | 0.00% | Share |
| 3 | UBS Group AG | 105 | $3.0M | 0.00% | Share |
| 4 | Capital Advisors, Ltd. LLC | 1,475 | $53K | 0.01% | Share |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,006 | $0 | 0.00% | Share |
| 6 | BANK OF AMERICA CORP /DE/ | 6,400 | $0 | 0.00% | Share |
| 7 | MAI Capital Management | 588 | $0 | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 339 | $0 | 0.00% | Share |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,802 | $0 | 0.00% | Share |
ITDE Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $142.1M | +2 |
| Q3 2025 | 6 | $485.7M | +0 |
| Q2 2025 | 6 | $855.6M | +0 |
| Q1 2025 | 6 | $426.1M | +0 |
| Q4 2024 | 6 | $754.4M | +2 |
| Q3 2024 | 4 | $304.9M | +2 |
| Q2 2024 | 2 | $10.0M | +1 |
| Q1 2024 | 1 | $0 | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 9 institutional investors hold ITDE (iShares LifePath Target Date 2045 ETF). The largest holder is Sunbelt Securities, Inc. with $94.0M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDE?
As of Q4 2025, 9 institutional investors report holding ITDE (iShares LifePath Target Date 2045 ETF) in their 13F filings.
Who is the largest institutional holder of ITDE?
The largest institutional holder of ITDE is Sunbelt Securities, Inc. with $94.0M in shares.
Is institutional ownership of ITDE increasing or decreasing?
This quarter, 3 institutions opened new positions in ITDE and 1 closed their positions.