ISHARES TARGET DATE 2040 ETF
TZV was delisted on the 14th of October, 2014.
5 hedge funds and large institutions have $8.69M invested in ISHARES TARGET DATE 2040 ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
40% more capital invested
Capital invested by funds: $6.19M → $8.69M (+$2.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.74M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$325K |
| 3 |
Morgan Stanley
New York
|
+$5.71K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$2.03K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $8.24M | +$1.74M | +41,150 | +28% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $334K | +$325K | +7,681 | New |
|
|
PFO
3
Pathstone Family Office
Englewood,
New Jersey
| $73K | – | – | – |
|
|
U
4
UBS
Zurich,
Switzerland
| $31K | +$2.03K | +48 | +7% |
|
|
5
Morgan Stanley
New York
| $6K | +$5.71K | +135 | New |
|
TZV Hedge Fund Activity: Q4 2013 in Review
5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in ISHARES TARGET DATE 2040 ETF (TZV) for Q4 2013, worth a combined $8.69M — up 40% from $6.19M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TZV positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $1.74M.
- 5 institutional investors held ISHARES TARGET DATE 2040 ETF (TZV) as of Q4 2013, up from 3 in Q3 2013.
- Funds reported $8.69M of ISHARES TARGET DATE 2040 ETF stock for Q4 2013, up 40% quarter-over-quarter.
- 2 funds opened new ISHARES TARGET DATE 2040 ETF positions in Q4 2013 and 0 closed out, a net change of +2 holders.
- The largest ISHARES TARGET DATE 2040 ETF buyer in Q4 2013 was Bank of America, an estimated $1.74M added.
Based on aggregated 13F filings for Q4 2013.