ISHARES TARGET DATE 2030 ETF
TZL was delisted on the 14th of October, 2014.
5 hedge funds and large institutions have $2.85M invested in ISHARES TARGET DATE 2030 ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 6 → 5 (-1)
24% less capital invested
Capital invested by funds: $3.77M → $2.85M (-$911K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$166K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$20.1K |
| 3 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$947K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$279K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.51M | -$279K | -7,125 | -10% |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $287K | +$166K | +4,243 | +145% |
|
|
3
Creative Planning
Overland Park,
Kansas
| $40K | +$20.1K | +512 | +105% |
|
|
PAS
4
Partnervest Advisory Services
Santa Barbara,
California
| $11K | +$10.6K | +270 | New |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $4K | -$4.75K | -121 | -55% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$947K | -24,722 | Closed |
|
TZL Hedge Fund Activity: Q3 2013 in Review
5 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2030 ETF (TZL) for Q3 2013, worth a combined $2.85M — down 24% from $3.77M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TZL and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Ameriprise, adding an estimated $166K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $947K sold.
- 5 institutional investors held ISHARES TARGET DATE 2030 ETF (TZL) as of Q3 2013, down from 6 in Q2 2013.
- Funds reported $2.85M of ISHARES TARGET DATE 2030 ETF stock for Q3 2013, down 24% quarter-over-quarter.
- 1 fund opened new ISHARES TARGET DATE 2030 ETF positions in Q3 2013 and 2 closed out, a net change of -1 holder.
- The largest ISHARES TARGET DATE 2030 ETF buyer in Q3 2013 was Ameriprise, an estimated $166K added.
- The largest ISHARES TARGET DATE 2030 ETF seller in Q3 2013 was Susquehanna International Group, an estimated $947K sold.
Based on aggregated 13F filings for Q3 2013.