iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
IBCE was delisted on the 30th of March, 2023.
11 hedge funds and large institutions have $16.9M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1% less capital invested
Capital invested by funds: $17.2M → $16.9M (-$250K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$385K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$329K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$329K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$102K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$87.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$645K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$589K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$393K |
| 4 |
Jane Street
New York
|
-$266K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$142K |
IBCE Hedge Fund Activity: Q1 2014 in Review
11 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q1 2014, worth a combined $16.9M — down 1.5% from $17.2M a quarter earlier.
Fund positioning in IBCE was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $385K. The largest seller was NewSquare Capital, cutting an estimated $645K.
- 11 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $16.9M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q1 2014, down 1.5% quarter-over-quarter.
- 4 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q1 2014 was Confluence Investment Management, an estimated $385K added.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q1 2014 was NewSquare Capital, an estimated $645K sold.
Based on aggregated 13F filings for Q1 2014.