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IBCE

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF

Delisted

IBCE was delisted on the 30th of March, 2023.

22 hedge funds and large institutions have $29.4M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

10% more funds holding

Funds holding: 2022 (+2)

5% more capital invested

Capital invested by funds: $28M → $29.4M (+$1.41M)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Confluence Investment Management
Missouri
$17.3M +$1.11M +45,904 +7%
BlackRock
2
BlackRock
New York
$3.14M +$3.12M +129,000 New
UBS Group
3
UBS Group
Switzerland
$2.2M +$130K +5,385 +6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.44M +$1.08M +44,723 +311%
VKH
5
Virtu KCG Holdings
New York
$1.09M -$363K -15,008 -25%
Ameriprise
6
Ameriprise
Minnesota
$762K +$5.08K +210 +0.7%
CAN
7
Cetera Advisor Networks
California
$590K
Wolverine Trading
8
Wolverine Trading
Illinois
$535K +$533K +21,993 New
Jane Street
9
Jane Street
New York
$420K +$88K +3,632 +27%
LPL Financial
10
LPL Financial
California
$412K -$10.3K -424 -2%
Citadel Advisors
11
Citadel Advisors
Florida
$318K -$417K -17,206 -57%
OAM
12
Oppenheimer Asset Management
New York
$289K +$287K +11,871 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$217K -$163K -6,732 -43%
Stifel Financial
14
Stifel Financial
Missouri
$204K +$201K +8,304 New
Bank of America
15
Bank of America
North Carolina
$148K
DADC
16
D.A. Davidson & Co
Montana
$113K -$10.2K -420 -8%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$100K +$7.46K +308 +8%
Morgan Stanley
18
Morgan Stanley
New York
$43K +$26.4K +1,089 +157%
NC
19
NewSquare Capital
Pennsylvania
$36K -$1.89M -78,054 -98%
WA
20
WFG Advisors
Texas
$28K +$7.26K +300 +35%
Wells Fargo
21
Wells Fargo
California
$9K
CCM
22
Cribstone Capital Management
Maine
$4K

IBCE Hedge Fund Activity: Q1 2017 in Review

22 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q1 2017, worth a combined $29.4M — up 5.1% from $28M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBCE positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.12M. The largest seller was NewSquare Capital, cutting an estimated $1.89M.

  • 22 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q1 2017, up from 20 in Q4 2016.
  • Funds reported $29.4M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q1 2017, up 5.1% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q1 2017 and 0 closed out, a net change of +4 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q1 2017 was BlackRock, an estimated $3.12M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q1 2017 was NewSquare Capital, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2017.