ISHARES TARGET DATE RETIREMENT INCOME ETF
TGR was delisted on the 14th of October, 2014.
7 hedge funds and large institutions have $2.66M invested in ISHARES TARGET DATE RETIREMENT INCOME ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.
40% more funds holding
Funds holding: 5 → 7 (+2)
1% more capital invested
Capital invested by funds: $2.63M → $2.66M (+$39K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$416K |
| 2 |
Morgan Stanley
New York
|
+$358K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$19.7K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$748K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$59.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $1.39M | -$748K | -22,800 | -35% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $883K | +$416K | +12,688 | +90% |
|
|
3
Morgan Stanley
New York
| $360K | +$358K | +10,903 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $20K | +$19.7K | +600 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| $7K | -$59.4K | -1,810 | -90% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $7K | +$3.35K | +102 | +104% |
|
TGR Hedge Fund Activity: Q4 2013 in Review
7 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) for Q4 2013, worth a combined $2.66M — up 1.5% from $2.63M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TGR positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $416K. The largest seller was Bank of America, cutting an estimated $748K.
- 7 institutional investors held ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) as of Q4 2013, up from 5 in Q3 2013.
- Funds reported $2.66M of ISHARES TARGET DATE RETIREMENT INCOME ETF stock for Q4 2013, up 1.5% quarter-over-quarter.
- 2 funds opened new ISHARES TARGET DATE RETIREMENT INCOME ETF positions in Q4 2013 and 0 closed out, a net change of +2 holders.
- The largest ISHARES TARGET DATE RETIREMENT INCOME ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $416K added.
- The largest ISHARES TARGET DATE RETIREMENT INCOME ETF seller in Q4 2013 was Bank of America, an estimated $748K sold.
Based on aggregated 13F filings for Q4 2013.