iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
IBCE was delisted on the 30th of March, 2023.
14 hedge funds and large institutions have $32.9M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $27.6M → $32.9M (+$5.27M)
8% more funds holding
Funds holding: 13 → 14 (+1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$4.58M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.42M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.13M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$278K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$1.06M |
| 3 |
Jane Street
New York
|
-$294K |
| 4 |
LPL Financial
San Diego,
California
|
-$139K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
IBCE Hedge Fund Activity: Q1 2015 in Review
14 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q1 2015, worth a combined $32.9M — up 19% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IBCE positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Confluence Investment Management, adding an estimated $4.58M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.75M sold.
- 14 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q1 2015, up from 13 in Q4 2014.
- Funds reported $32.9M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q1 2015, up 19% quarter-over-quarter.
- 3 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q1 2015 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q1 2015 was Confluence Investment Management, an estimated $4.58M added.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q1 2015 was Susquehanna International Group, an estimated $1.75M sold.
Based on aggregated 13F filings for Q1 2015.