iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
IBCE was delisted on the 30th of March, 2023.
17 hedge funds and large institutions have $27.8M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 16 → 17 (+1)
11% less capital invested
Capital invested by funds: $31.3M → $27.8M (-$3.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$2.96M |
| 2 |
Jane Street
New York
|
+$1.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$627K |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$441K |
| 5 |
LPL Financial
San Diego,
California
|
+$343K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.21M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$487K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$42.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.7K |
IBCE Hedge Fund Activity: Q4 2015 in Review
17 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q4 2015, worth a combined $27.8M — down 11% from $31.3M 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 5 trimmed.
The largest buyer was Virtu KCG Holdings, adding an estimated $2.96M. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $4.38M sold.
- 17 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q4 2015, up from 16 in Q3 2015.
- Funds reported $27.8M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q4 2015, down 11% quarter-over-quarter.
- 3 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q4 2015 was Virtu KCG Holdings, an estimated $2.96M added.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q4 2015 was United Capital Financial Advisors, an estimated $4.38M sold.
Based on aggregated 13F filings for Q4 2015.