ISHARES TARGET DATE 2030 ETF
TZL was delisted on the 14th of October, 2014.
4 hedge funds and large institutions have $3.08M invested in ISHARES TARGET DATE 2030 ETF in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $2.85M → $3.08M (+$224K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
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
|
+$129K |
| 2 |
Morgan Stanley
New York
|
+$21.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$40K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.61M | -$14.3K | -350 | -0.6% |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $432K | +$129K | +3,159 | +44% |
|
|
3
Morgan Stanley
New York
| $22K | +$21.1K | +515 | New |
|
|
PAS
4
Partnervest Advisory Services
Santa Barbara,
California
| $11K | – | – | – |
|
|
5
Creative Planning
Overland Park,
Kansas
| – | -$40K | -1,000 | Closed |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| – | -$4K | -100 | Closed |
|
TZL Hedge Fund Activity: Q4 2013 in Review
4 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2030 ETF (TZL) for Q4 2013, worth a combined $3.08M — up 7.8% from $2.85M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TZL and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Ameriprise, adding an estimated $129K. The largest seller was Creative Planning, exiting entirely with an estimated $40K sold.
- 4 institutional investors held ISHARES TARGET DATE 2030 ETF (TZL) as of Q4 2013, down from 5 in Q3 2013.
- Funds reported $3.08M of ISHARES TARGET DATE 2030 ETF stock for Q4 2013, up 7.8% quarter-over-quarter.
- 1 fund opened new ISHARES TARGET DATE 2030 ETF positions in Q4 2013 and 2 closed out, a net change of -1 holder.
- The largest ISHARES TARGET DATE 2030 ETF buyer in Q4 2013 was Ameriprise, an estimated $129K added.
- The largest ISHARES TARGET DATE 2030 ETF seller in Q4 2013 was Creative Planning, an estimated $40K sold.
Based on aggregated 13F filings for Q4 2013.