iShares LifePath Target Date 2040 ETF (ITDD)

• Market cap: $18.2M
• 1 day: -0.79%
• 5 days: 0.10%
• 1 month: -0.35%
• 3 months: 6.83%
• 6 months: 9.06%
• Year to date: 15.64%
• 1 year: 24.68%
• 5 years: 28.45%
• 10 years: 28.45%

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

12.67% less ownership

Funds ownership: 12.77% [Q1] → 0.1% (-12.67%) [Q2]

50% less funds holding

Funds holding: 2 [Q1] → 1 (-1) [Q2]

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

99% less capital invested

Capital invested by funds: $812K [Q1] → $10.1K (-$802K) [Q2]