ISHARES TARGET DATE 2040 ETF
TZV was delisted on the 14th of October, 2014.
3 hedge funds and large institutions have $6.19M invested in ISHARES TARGET DATE 2040 ETF in 2013 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $5.47M → $6.19M (+$727K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$403K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$27.2K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $6.1M | +$403K | +10,000 | +7% |
|
|
PFO
2
Pathstone Family Office
Englewood,
New Jersey
| $69K | – | – | – |
|
|
U
3
UBS
Zurich,
Switzerland
| $28K | +$27.2K | +674 | New |
|
TZV Hedge Fund Activity: Q3 2013 in Review
3 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2040 ETF (TZV) for Q3 2013, worth a combined $6.19M — up 13% from $5.47M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TZV positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $403K.
- 3 institutional investors held ISHARES TARGET DATE 2040 ETF (TZV) as of Q3 2013, up from 2 in Q2 2013.
- Funds reported $6.19M of ISHARES TARGET DATE 2040 ETF stock for Q3 2013, up 13% quarter-over-quarter.
- 1 fund opened new ISHARES TARGET DATE 2040 ETF positions in Q3 2013 and 0 closed out, a net change of +1 holder.
- The largest ISHARES TARGET DATE 2040 ETF buyer in Q3 2013 was Bank of America, an estimated $403K added.
Based on aggregated 13F filings for Q3 2013.