ISHARES S&P TARGET DATE 2035 ETF
TZO was delisted on the 14th of October, 2014.
6 hedge funds and large institutions have $4.31M invested in ISHARES S&P TARGET DATE 2035 ETF in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
7% more capital invested
Capital invested by funds: $4.03M → $4.31M (+$285K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$676K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$34.8K |
| 3 |
Morgan Stanley
New York
|
+$4.88K |
| 4 |
AC
Alexandria Capital
Arlington,
Virginia
|
+$2.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$493K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $3.43M | +$676K | +15,950 | +25% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $829K | -$493K | -11,620 | -38% |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $35K | +$34.8K | +822 | New |
|
|
4
Morgan Stanley
New York
| $11K | +$4.88K | +115 | +85% |
|
|
AC
5
Alexandria Capital
Arlington,
Virginia
| $9K | +$2.12K | +50 | +31% |
|
TZO Hedge Fund Activity: Q1 2014 in Review
6 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in ISHARES S&P TARGET DATE 2035 ETF (TZO) for Q1 2014, worth a combined $4.31M — up 7.1% from $4.03M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TZO positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $676K. The largest seller was Susquehanna International Group, cutting an estimated $493K.
- 6 institutional investors held ISHARES S&P TARGET DATE 2035 ETF (TZO) as of Q1 2014, up from 5 in Q4 2013.
- Funds reported $4.31M of ISHARES S&P TARGET DATE 2035 ETF stock for Q1 2014, up 7.1% quarter-over-quarter.
- 1 fund opened new ISHARES S&P TARGET DATE 2035 ETF positions in Q1 2014 and 0 closed out, a net change of +1 holder.
- The largest ISHARES S&P TARGET DATE 2035 ETF buyer in Q1 2014 was Bank of America, an estimated $676K added.
- The largest ISHARES S&P TARGET DATE 2035 ETF seller in Q1 2014 was Susquehanna International Group, an estimated $493K sold.
Based on aggregated 13F filings for Q1 2014.