ISHARES S&P TARGET DATE 2035 ETF
TZO was delisted on the 14th of October, 2014.
6 hedge funds and large institutions have $4.62M invested in ISHARES S&P TARGET DATE 2035 ETF in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
7% more capital invested
Capital invested by funds: $4.31M → $4.62M (+$304K)
0% more funds holding
Funds holding: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$415K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$87 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $4M | +$415K | +9,506 | +12% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $563K | -$290K | -6,643 | -35% |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $37K | +$87 | +2 | +0.2% |
|
4
Morgan Stanley
New York
| $11K | – | – | – |
|
|
AC
5
Alexandria Capital
Arlington,
Virginia
| $10K | – | – | – |
|
TZO Hedge Fund Activity: Q2 2014 in Review
6 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in ISHARES S&P TARGET DATE 2035 ETF (TZO) for Q2 2014, worth a combined $4.62M — up 7% from $4.31M a quarter earlier.
Fund positioning in TZO was balanced in Q2 2014: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $415K. The largest seller was Susquehanna International Group, cutting an estimated $290K.
- 6 institutional investors held ISHARES S&P TARGET DATE 2035 ETF (TZO) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $4.62M of ISHARES S&P TARGET DATE 2035 ETF stock for Q2 2014, up 7% quarter-over-quarter.
- 0 funds opened new ISHARES S&P TARGET DATE 2035 ETF positions in Q2 2014 and 0 closed out.
- The largest ISHARES S&P TARGET DATE 2035 ETF buyer in Q2 2014 was Bank of America, an estimated $415K added.
- The largest ISHARES S&P TARGET DATE 2035 ETF seller in Q2 2014 was Susquehanna International Group, an estimated $290K sold.
Based on aggregated 13F filings for Q2 2014.