Who Owns iShares LifePath Target Date 2065 ETF (ITDI)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$30600012.0T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
ITDI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Heck Capital Advisors, LLC | New Position | +8K | +$306.0M |
| McIlrath & Eck, LLC | New Position | +536 | +$20K |
| Roble, Belko & Company, Inc | New Position | +3 | +$0 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | +10K | +$-386.6M |
ITDI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -6K | -$222.7M |
| Sunbelt Securities, Inc. | Decreased | -75 | -$2.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Heck Capital Advisors, LLC | 8,143 | $306.0M | 0.02% | Share |
| 2 | Sunbelt Securities, Inc. | 322 | $12.0M | 0.00% | Share |
| 3 | McIlrath & Eck, LLC | 536 | $20K | 0.00% | Share |
| 4 | Financial Management Professionals, Inc. | 31 | $1K | 0.00% | Share |
| 5 | Roble, Belko & Company, Inc | 3 | $0 | 0.00% | Share |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,233 | $0 | 0.00% | Share |
| 7 | Orion Porfolio Solutions, LLC | 12,554 | $0 | 0.00% | Share |
ITDI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $318.0M | +2 |
| Q3 2025 | 5 | $1.1B | -2 |
| Q2 2025 | 7 | $1.0B | +0 |
| Q1 2025 | 7 | $966.0M | +2 |
| Q4 2024 | 5 | $110.8M | +4 |
| Q3 2024 | 1 | $0 | -1 |
| Q2 2024 | 2 | $453.9M | +0 |
| Q1 2024 | 2 | $883.9M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold ITDI (iShares LifePath Target Date 2065 ETF). The largest holder is Heck Capital Advisors, LLC with $306.0M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ITDI?
As of Q4 2025, 7 institutional investors report holding ITDI (iShares LifePath Target Date 2065 ETF) in their 13F filings.
Who is the largest institutional holder of ITDI?
The largest institutional holder of ITDI is Heck Capital Advisors, LLC with $306.0M in shares.
Is institutional ownership of ITDI increasing or decreasing?
This quarter, 3 institutions opened new positions in ITDI and 1 closed their positions.