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IBCE

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE

Delisted

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

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19 hedge funds and large institutions have $10.8M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

32% more capital invested

Capital invested by funds: $8.2M → $10.8M (+$2.63M)

19% more funds holding

Funds holding: 16 → 19 (+3)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KFAA
Klaas Financial Asset Advisors
Illinois
+$1.45M
2
Jane Street
Jane Street
New York
+$675K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$279K
4
IA
IFG Advisory
Georgia
+$257K
5
Morgan Stanley
Morgan Stanley
New York
+$43.6K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$57.8K
2
RIM
Rockbridge Investment Management
New York
-$10K
3
Bank of America
Bank of America
North Carolina
-$1.64K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$3.2M – – –
RJFSA
2
Raymond James Financial Services Advisors
Florida
$1.64M +$279K +11,210 +20%
KFAA
3
Klaas Financial Asset Advisors
Illinois
$1.45M +$1.45M +58,324 New
Morgan Stanley
4
Morgan Stanley
New York
$935K +$43.6K +1,755 +5%
Jane Street
5
Jane Street
New York
$674K +$675K +27,179 New
CAN
6
Cetera Advisor Networks
California
$506K – – –
Citadel Advisors
7
Citadel Advisors
Florida
$437K -$57.8K -2,326 -12%
LPL Financial
8
LPL Financial
California
$357K +$20.7K +833 +6%
APC
9
Asset Planning Corporation
Tennessee
$291K +$1.44K +58 +0.5%
IA
10
IFG Advisory
Georgia
$256K +$257K +10,335 New
PCG
11
Private Capital Group
Connecticut
$242K – – –
RIM
12
Rockbridge Investment Management
New York
$240K -$10K -404 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$206K – – –
UBS Group
14
UBS Group
Switzerland
$187K – – –
Bank of America
15
Bank of America
North Carolina
$82K -$1.64K -66 -2%
Wells Fargo
16
Wells Fargo
California
$63K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$26K – – –
LWANC
18
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$10K – – –
EI
20
Ellevest Inc
New York
$2K – – –

IBCE Hedge Fund Activity: Q2 2021 in Review

19 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q2 2021, worth a combined $10.8M — up 32% from $8.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBCE positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Klaas Financial Asset Advisors, opening a new position worth an estimated $1.45M. The largest seller was Citadel Advisors, cutting an estimated $57.8K.

  • 19 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q2 2021, up from 16 in Q1 2021.
  • Funds reported $10.8M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q2 2021, up 32% quarter-over-quarter.
  • 3 funds opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q2 2021 and 0 closed out, a net change of +3 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q2 2021 was Klaas Financial Asset Advisors, an estimated $1.45M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q2 2021 was Citadel Advisors, an estimated $57.8K sold.

Based on aggregated 13F filings for Q2 2021.