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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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7 hedge funds and large institutions have $13.2M invested in ISHARES TARGET DATE 2015 ETF in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more capital invested

Capital invested by funds: $4.35M → $13.2M (+$8.83M)

75% more funds holding

Funds holding: 4 → 7 (+3)

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$7.28M
2
Jane Street
Jane Street
New York
+$1.14M
3
Bank of America
Bank of America
North Carolina
+$81.7K
4
Morgan Stanley
Morgan Stanley
New York
+$63.2K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$22.3K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$9.54M +$7.28M +196,081 +341%
Bank of America
2
Bank of America
North Carolina
$2.34M +$81.7K +2,200 +4%
Jane Street
3
Jane Street
New York
$1.15M +$1.14M +30,626 New
Morgan Stanley
4
Morgan Stanley
New York
$64K +$63.2K +1,703 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$38K +$22.3K +600 +150%
RIA
6
Regal Investment Advisors
Michigan
$37K – – –
U
7
UBS
Switzerland
$11K +$10.7K +289 New

TZE Hedge Fund Activity: Q4 2013 in Review

7 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2015 ETF (TZE) for Q4 2013, worth a combined $13.2M — up 203% from $4.35M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TZE positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Ameriprise, adding an estimated $7.28M.

  • 7 institutional investors held ISHARES TARGET DATE 2015 ETF (TZE) as of Q4 2013, up from 4 in Q3 2013.
  • Funds reported $13.2M of ISHARES TARGET DATE 2015 ETF stock for Q4 2013, up 203% quarter-over-quarter.
  • 3 funds opened new ISHARES TARGET DATE 2015 ETF positions in Q4 2013 and 0 closed out, a net change of +3 holders.
  • The largest ISHARES TARGET DATE 2015 ETF buyer in Q4 2013 was Ameriprise, an estimated $7.28M added.

Based on aggregated 13F filings for Q4 2013.