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TZO

ISHARES S&P TARGET DATE 2035 ETF
TZO

Delisted

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

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4 hedge funds and large institutions have $2.46M invested in ISHARES S&P TARGET DATE 2035 ETF in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% less capital invested

Capital invested by funds: $2.92M → $2.46M (-$457K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$107K
2
U
UBS
Switzerland
+$26.7K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$689K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.41M +$107K +2,700 +5%
U
2
UBS
Switzerland
$38K +$26.7K +673 +229%
AC
3
Alexandria Capital
Virginia
$7K – – –
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
– -$689K -17,883 Closed

TZO Hedge Fund Activity: Q3 2013 in Review

4 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES S&P TARGET DATE 2035 ETF (TZO) for Q3 2013, worth a combined $2.46M — down 16% from $2.92M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of TZO and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Bank of America, adding an estimated $107K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $689K sold.

  • 4 institutional investors held ISHARES S&P TARGET DATE 2035 ETF (TZO) as of Q3 2013, down from 5 in Q2 2013.
  • Funds reported $2.46M of ISHARES S&P TARGET DATE 2035 ETF stock for Q3 2013, down 16% quarter-over-quarter.
  • 0 funds opened new ISHARES S&P TARGET DATE 2035 ETF positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest ISHARES S&P TARGET DATE 2035 ETF buyer in Q3 2013 was Bank of America, an estimated $107K added.
  • The largest ISHARES S&P TARGET DATE 2035 ETF seller in Q3 2013 was Susquehanna International Group, an estimated $689K sold.

Based on aggregated 13F filings for Q3 2013.