iShares iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
IBCE was delisted on the 30th of March, 2023.
19 hedge funds and large institutions have $11.8M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
8% more capital invested
Capital invested by funds: $11M → $11.8M (+$871K)
5% less funds holding
Funds holding: 20 → 19 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFAA
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
+$587K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$430K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$94.4K |
| 4 |
LPL Financial
San Diego,
California
|
+$42.2K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$37.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$205K |
| 2 |
Jane Street
New York
|
-$200K |
| 3 |
LWANC
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
-$25K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$12.6K |
| 5 |
RIM
Rockbridge Investment Management
Syracuse,
New York
|
-$7.53K |
IBCE Hedge Fund Activity: Q4 2021 in Review
19 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q4 2021, worth a combined $11.8M — up 7.9% from $11M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IBCE and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 8 added.
The largest buyer was Klaas Financial Asset Advisors, adding an estimated $587K. The largest seller was HighTower Advisors, exiting entirely with an estimated $205K sold.
- 19 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q4 2021, down from 20 in Q3 2021.
- Funds reported $11.8M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q4 2021, up 7.9% quarter-over-quarter.
- 1 fund opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q4 2021 and 2 closed out, a net change of -1 holder.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q4 2021 was Klaas Financial Asset Advisors, an estimated $587K added.
- The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q4 2021 was HighTower Advisors, an estimated $205K sold.
Based on aggregated 13F filings for Q4 2021.