ISHARES TARGET DATE 2025 ETF
TZI was delisted on the 14th of October, 2014.
6 hedge funds and large institutions have $7.54M invested in ISHARES TARGET DATE 2025 ETF in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
18% more capital invested
Capital invested by funds: $6.41M → $7.54M (+$1.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$429K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$429K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$60.9K |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$60.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $6.9M | +$429K | +10,286 | +7% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $439K | +$429K | +10,284 | New |
|
|
U
3
UBS
Zurich,
Switzerland
| $122K | +$60.9K | +1,460 | +104% |
|
|
4
Canada Life
Winnipeg,
Manitoba, Canada
| $42K | +$41.7K | +1,000 | New |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $33K | -$60.9K | -1,461 | -66% |
|
6
Morgan Stanley
New York
| $13K | – | – | – |
|
TZI Hedge Fund Activity: Q2 2014 in Review
6 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2025 ETF (TZI) for Q2 2014, worth a combined $7.54M — up 18% from $6.41M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TZI positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $429K. The largest seller was Ameriprise, cutting an estimated $60.9K.
- 6 institutional investors held ISHARES TARGET DATE 2025 ETF (TZI) as of Q2 2014, up from 4 in Q1 2014.
- Funds reported $7.54M of ISHARES TARGET DATE 2025 ETF stock for Q2 2014, up 18% quarter-over-quarter.
- 2 funds opened new ISHARES TARGET DATE 2025 ETF positions in Q2 2014 and 0 closed out, a net change of +2 holders.
- The largest ISHARES TARGET DATE 2025 ETF buyer in Q2 2014 was Bank of America, an estimated $429K added.
- The largest ISHARES TARGET DATE 2025 ETF seller in Q2 2014 was Ameriprise, an estimated $60.9K sold.
Based on aggregated 13F filings for Q2 2014.