Who Owns iShares LifePath Target Date 2050 ETF (ITDF)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$2.0T
% of Float Held
—
QoQ Change in Holders
+4 / -3
Price History
ITDF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sound Financial Strategies Group, LLC | New Position | +5K | +$201K |
| Capital Advisors, Ltd. LLC | New Position | +164 | +$6K |
| JANE STREET GROUP, LLC | New Position | +22K | +$0 |
| Farther Finance Advisors, LLC | New Position | +8 | +$0 |
ITDF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Decreased | -7K | -$518.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -5K | -$517.7M |
| GC Wealth Management RIA, LLC | Closed Position | -8K | -$293.0M |
| PRINCIPAL SECURITIES, INC. | Closed Position | -1K | -$38.7M |
| BROWN BROTHERS HARRIMAN & CO | Closed Position | -315 | -$11.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Sound Financial Strategies Group, LLC | 5,419 | $201K | 0.14% | Share |
| 2 | Capital Advisors, Ltd. LLC | 164 | $6K | 0.00% | Share |
| 3 | Sunbelt Securities, Inc. | 121 | $4K | 0.00% | Share |
| 4 | Farther Finance Advisors, LLC | 8 | $0 | 0.00% | Share |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,176 | $0 | 0.00% | Share |
| 6 | CITADEL ADVISORS LLC | 6,906 | $0 | 0.00% | Share |
| 7 | Quantinno Capital Management LP | 7,976 | $0 | 0.00% | Share |
| 8 | JANE STREET GROUP, LLC | 21,943 | $0 | 0.00% | Share |
ITDF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $211K | +1 |
| Q3 2025 | 7 | $1.7B | +2 |
| Q2 2025 | 5 | $685.6M | +2 |
| Q1 2025 | 3 | $298.0M | -3 |
| Q4 2024 | 6 | $708.9B | +4 |
| Q3 2024 | 2 | $4.1B | +0 |
| Q2 2024 | 2 | $343.6B | -1 |
| Q1 2024 | 3 | $336.1B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold ITDF (iShares LifePath Target Date 2050 ETF). The largest holder is Sound Financial Strategies Group, LLC with $201K in shares. This quarter, 4 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDF?
As of Q4 2025, 8 institutional investors report holding ITDF (iShares LifePath Target Date 2050 ETF) in their 13F filings.
Who is the largest institutional holder of ITDF?
The largest institutional holder of ITDF is Sound Financial Strategies Group, LLC with $201K in shares.
Is institutional ownership of ITDF increasing or decreasing?
This quarter, 4 institutions opened new positions in ITDF and 3 closed their positions.