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TZE

ISHARES TARGET DATE 2015 ETF
TZE

Delisted

TZE was delisted on the 14th of October, 2014.

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4 hedge funds and large institutions have $4.35M invested in ISHARES TARGET DATE 2015 ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

26% more capital invested

Capital invested by funds: $3.46M → $4.35M (+$886K)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$621K
2
Bank of America
Bank of America
North Carolina
+$117K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$14.4K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.2M +$117K +3,250 +6%
Ameriprise
2
Ameriprise
Minnesota
$2.1M +$621K +17,194 +43%
RIA
3
Regal Investment Advisors
Michigan
$36K – – –
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$15K +$14.4K +400 New

TZE Hedge Fund Activity: Q3 2013 in Review

4 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2015 ETF (TZE) for Q3 2013, worth a combined $4.35M — up 26% from $3.46M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new TZE positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Ameriprise, adding an estimated $621K.

  • 4 institutional investors held ISHARES TARGET DATE 2015 ETF (TZE) as of Q3 2013, up from 3 in Q2 2013.
  • Funds reported $4.35M of ISHARES TARGET DATE 2015 ETF stock for Q3 2013, up 26% quarter-over-quarter.
  • 1 fund opened new ISHARES TARGET DATE 2015 ETF positions in Q3 2013 and 0 closed out, a net change of +1 holder.
  • The largest ISHARES TARGET DATE 2015 ETF buyer in Q3 2013 was Ameriprise, an estimated $621K added.

Based on aggregated 13F filings for Q3 2013.