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TZI

ISHARES TARGET DATE 2025 ETF
TZI

Delisted

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

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3 hedge funds and large institutions have $6.5M invested in ISHARES TARGET DATE 2025 ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less capital invested

Capital invested by funds: $8.11M → $6.5M (-$1.6M)

50% less funds holding

Funds holding: 6 → 3 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
3
Holders Change
-3
Holders Change %
-50%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$219K
2
LPL Financial
LPL Financial
California
+$213K
3
Bank of America
Bank of America
North Carolina
+$37.9K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
2
VKH
Virtu KCG Holdings
New York
-$1.13M
3
Citigroup
Citigroup
New York
-$4K
4
TRCT
Tower Research Capital (TRC)
New York
-$4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.72M +$37.9K +950 +0.7%
Jane Street
2
Jane Street
New York
$566K +$219K +5,480 +65%
LPL Financial
3
LPL Financial
California
$217K +$213K +5,345 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
– -$1.21M -31,260 Closed
VKH
5
Virtu KCG Holdings
New York
– -$1.13M -29,196 Closed
Citigroup
6
Citigroup
New York
– -$4K -100 Closed
TRCT
7
Tower Research Capital (TRC)
New York
– -$4K -100 Closed

TZI Hedge Fund Activity: Q4 2013 in Review

3 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2025 ETF (TZI) for Q4 2013, worth a combined $6.5M — down 20% from $8.11M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TZI and 1 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 2 added.

The largest buyer was Jane Street, adding an estimated $219K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.21M sold.

  • 3 institutional investors held ISHARES TARGET DATE 2025 ETF (TZI) as of Q4 2013, down from 6 in Q3 2013.
  • Funds reported $6.5M of ISHARES TARGET DATE 2025 ETF stock for Q4 2013, down 20% quarter-over-quarter.
  • 1 fund opened new ISHARES TARGET DATE 2025 ETF positions in Q4 2013 and 4 closed out, a net change of -3 holders.
  • The largest ISHARES TARGET DATE 2025 ETF buyer in Q4 2013 was Jane Street, an estimated $219K added.
  • The largest ISHARES TARGET DATE 2025 ETF seller in Q4 2013 was Susquehanna International Group, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2013.