ISHARES TARGET DATE 2030 ETF
TZL was delisted on the 14th of October, 2014.
4 hedge funds and large institutions have $4.26M invested in ISHARES TARGET DATE 2030 ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
38% more capital invested
Capital invested by funds: $3.08M → $4.26M (+$1.19M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$666K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$457K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.13K |
| 4 |
Morgan Stanley
New York
|
+$2.25K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.33M | +$666K | +15,950 | +26% |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $905K | +$457K | +10,951 | +106% |
|
|
3
Morgan Stanley
New York
| $24K | +$2.25K | +54 | +10% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $4K | +$4.13K | +99 | New |
|
|
PAS
5
Partnervest Advisory Services
Santa Barbara,
California
| – | -$11K | -270 | Closed |
|
TZL Hedge Fund Activity: Q1 2014 in Review
4 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2030 ETF (TZL) for Q1 2014, worth a combined $4.26M — up 38% from $3.08M a quarter earlier.
Fund positioning in TZL was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $666K. The largest seller was Partnervest Advisory Services, exiting entirely with an estimated $11K sold.
- 4 institutional investors held ISHARES TARGET DATE 2030 ETF (TZL) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $4.26M of ISHARES TARGET DATE 2030 ETF stock for Q1 2014, up 38% quarter-over-quarter.
- 1 fund opened new ISHARES TARGET DATE 2030 ETF positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest ISHARES TARGET DATE 2030 ETF buyer in Q1 2014 was Bank of America, an estimated $666K added.
- The largest ISHARES TARGET DATE 2030 ETF seller in Q1 2014 was Partnervest Advisory Services, an estimated $11K sold.
Based on aggregated 13F filings for Q1 2014.