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 $23.4M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $22.6M → $23.4M (+$816K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.53M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.47M |
| 3 |
LPL Financial
San Diego,
California
|
+$445K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$253K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$597K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$209K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$11K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7K |
IBCE Hedge Fund Activity: Q3 2014 in Review
11 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q3 2014, worth a combined $23.4M — up 3.6% from $22.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IBCE and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.53M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2M sold.
- 11 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q3 2014, down from 12 in Q2 2014.
- Funds reported $23.4M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q3 2014, up 3.6% quarter-over-quarter.
- 2 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q3 2014 and 3 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q3 2014 was Envestnet Asset Management, an estimated $1.53M added.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q3 2014 was Susquehanna International Group, an estimated $2M sold.
Based on aggregated 13F filings for Q3 2014.