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IBCE

iShares iBonds Mar 2023 Term Corporate ex-Financials ETF

Delisted

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

21 hedge funds and large institutions have $20.3M invested in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $17M → $20.3M (+$3.28M)

0% more funds holding

Funds holding: 2121 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$6.39M +$3.99M +164,841 +167%
BlackRock
2
BlackRock
New York
$3.13M
UBS Group
3
UBS Group
Switzerland
$2.32M +$62.8K +2,593 +3%
Ameriprise
4
Ameriprise
Minnesota
$1.5M +$1.5M +61,778 New
Morgan Stanley
5
Morgan Stanley
New York
$1.21M -$26.2K -1,083 -2%
Jane Street
6
Jane Street
New York
$1.1M -$1.26M -52,205 -53%
KFAA
7
Klaas Financial Asset Advisors
Illinois
$870K -$847K -34,952 -49%
CAN
8
Cetera Advisor Networks
California
$837K -$8.96K -370 -1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$692K +$401K +16,558 +139%
Citadel Advisors
10
Citadel Advisors
Florida
$482K -$43.6K -1,800 -8%
LPL Financial
11
LPL Financial
California
$421K +$27K +1,116 +7%
IA
12
IFG Advisory
Georgia
$348K
APC
13
Asset Planning Corporation
Tennessee
$285K
RFN
14
Redwood Financial Network
Ohio
$213K -$156K -6,460 -42%
BC
15
Barrett & Company
Rhode Island
$183K
Bank of America
16
Bank of America
North Carolina
$105K +$20.9K +863 +25%
Osaic Holdings
17
Osaic Holdings
Arizona
$78K -$147K -6,058 -66%
Wells Fargo
18
Wells Fargo
California
$57.1K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$26K
US Bancorp
20
US Bancorp
Minnesota
$17.2K -$12.1K -500 -41%
GRP
21
Global Retirement Partners
California
$970
WANY
22
Wealthspire Advisors (New York)
New York
-$236K -9,751 Closed

IBCE Hedge Fund Activity: Q4 2022 in Review

21 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) for Q4 2022, worth a combined $20.3M — up 19% from $17M a quarter earlier.

Fund positioning in IBCE was balanced in Q4 2022: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $3.99M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 21 institutional investors held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $20.3M of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 1 fund opened new iShares iBonds Mar 2023 Term Corporate ex-Financials ETF positions in Q4 2022 and 1 closed out, a net change of 0 holders.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $3.99M added.
  • The largest iShares iBonds Mar 2023 Term Corporate ex-Financials ETF seller in Q4 2022 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2022.