ISHARES S&P TARGET DATE 2035 ETF
TZO was delisted on the 14th of October, 2014.
5 hedge funds and large institutions have $4.03M invested in ISHARES S&P TARGET DATE 2035 ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
64% more capital invested
Capital invested by funds: $2.46M → $4.03M (+$1.57M)
25% more funds holding
Funds holding: 4 → 5 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$145K |
| 3 |
Morgan Stanley
New York
|
+$5.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.7M | +$145K | +3,500 | +6% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.31M | +$1.28M | +30,832 | New |
|
|
AC
3
Alexandria Capital
Arlington,
Virginia
| $7K | – | – | – |
|
|
4
Morgan Stanley
New York
| $6K | +$5.6K | +135 | New |
|
|
U
5
UBS
Zurich,
Switzerland
| – | -$38K | -967 | Closed |
|
TZO Hedge Fund Activity: Q4 2013 in Review
5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES S&P TARGET DATE 2035 ETF (TZO) for Q4 2013, worth a combined $4.03M — up 64% from $2.46M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TZO positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.28M. The largest seller was UBS, exiting entirely with an estimated $38K sold.
- 5 institutional investors held ISHARES S&P TARGET DATE 2035 ETF (TZO) as of Q4 2013, up from 4 in Q3 2013.
- Funds reported $4.03M of ISHARES S&P TARGET DATE 2035 ETF stock for Q4 2013, up 64% quarter-over-quarter.
- 2 funds opened new ISHARES S&P TARGET DATE 2035 ETF positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest ISHARES S&P TARGET DATE 2035 ETF buyer in Q4 2013 was Susquehanna International Group, an estimated $1.28M added.
- The largest ISHARES S&P TARGET DATE 2035 ETF seller in Q4 2013 was UBS, an estimated $38K sold.
Based on aggregated 13F filings for Q4 2013.