ISHARES TARGET DATE RETIREMENT INCOME ETF
TGR was delisted on the 14th of October, 2014.
7 hedge funds and large institutions have $3.1M invested in ISHARES TARGET DATE RETIREMENT INCOME ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
75% more funds holding
Funds holding: 4 → 7 (+3)
49% more capital invested
Capital invested by funds: $2.08M → $3.1M (+$1.02M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
59% less call options, than puts
Call options by funds: $78K | Put options by funds: $189K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$707K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$297K |
| 3 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
+$5.49K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$2.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$49.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.42M | +$707K | +20,990 | +42% |
|
|
2
Morgan Stanley
New York
| $355K | -$49.7K | -1,475 | -12% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $301K | +$297K | +8,802 | New |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $21K | – | – | – |
|
|
ACS
5
Archford Capital Strategies
Swansea,
Illinois
| $5.57K | +$5.49K | +163 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $3K | +$2.83K | +84 | New |
|
TGR Hedge Fund Activity: Q2 2014 in Review
7 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) for Q2 2014, worth a combined $3.1M — up 49% from $2.08M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TGR positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $707K. The largest seller was Morgan Stanley, cutting an estimated $49.7K.
- 7 institutional investors held ISHARES TARGET DATE RETIREMENT INCOME ETF (TGR) as of Q2 2014, up from 4 in Q1 2014.
- Funds reported $3.1M of ISHARES TARGET DATE RETIREMENT INCOME ETF stock for Q2 2014, up 49% quarter-over-quarter.
- 3 funds opened new ISHARES TARGET DATE RETIREMENT INCOME ETF positions in Q2 2014 and 0 closed out, a net change of +3 holders.
- The largest ISHARES TARGET DATE RETIREMENT INCOME ETF buyer in Q2 2014 was Bank of America, an estimated $707K added.
- The largest ISHARES TARGET DATE RETIREMENT INCOME ETF seller in Q2 2014 was Morgan Stanley, an estimated $49.7K sold.
Based on aggregated 13F filings for Q2 2014.