ISHARES TARGET DATE 2020 ETF
TZG was delisted on the 14th of October, 2014.
8 hedge funds and large institutions have $5.84M invested in ISHARES TARGET DATE 2020 ETF in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more funds holding
Funds holding: 6 → 8 (+2)
13% more capital invested
Capital invested by funds: $5.16M → $5.84M (+$678K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$520K |
| 2 |
Jane Street
New York
|
+$263K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$75.5K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$40.6K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$320K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$93.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $5.21M | +$520K | +13,919 | +11% |
|
|
2
Jane Street
New York
| $267K | +$263K | +7,043 | New |
|
|
3
Wells Fargo
San Francisco,
California
| $145K | +$75.5K | +2,020 | +112% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | +$11.2K | +300 | +20% |
|
|
5
Creative Planning
Overland Park,
Kansas
| $58K | -$93.1K | -2,490 | -62% |
|
6
Ameriprise
Minneapolis,
Minnesota
| $45K | +$299 | +8 | +0.7% |
|
|
U
7
UBS
Zurich,
Switzerland
| $41K | +$40.6K | +1,086 | New |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $3K | +$2.95K | +79 | New |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$320K | -8,721 | Closed |
|
TZG Hedge Fund Activity: Q3 2013 in Review
8 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2020 ETF (TZG) for Q3 2013, worth a combined $5.84M — up 13% from $5.16M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TZG positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $520K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $320K sold.
- 8 institutional investors held ISHARES TARGET DATE 2020 ETF (TZG) as of Q3 2013, up from 6 in Q2 2013.
- Funds reported $5.84M of ISHARES TARGET DATE 2020 ETF stock for Q3 2013, up 13% quarter-over-quarter.
- 3 funds opened new ISHARES TARGET DATE 2020 ETF positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest ISHARES TARGET DATE 2020 ETF buyer in Q3 2013 was Bank of America, an estimated $520K added.
- The largest ISHARES TARGET DATE 2020 ETF seller in Q3 2013 was Susquehanna International Group, an estimated $320K sold.
Based on aggregated 13F filings for Q3 2013.