כלכלה · סיקור מלא

IBI's Fee Hike Triggers Massive 5 Billion Shekel Outflow From Israeli Bank ETFs

איך 2 חדרי חדשות ישראליים סיפרו את הסיפור הזה, זה לצד זה.

Unrated 2

מאת נתנאל אריאל

דווח לראשונה בCalcalist · Jul 5, 2026

מה קרה

In June, institutional investors withdrew nearly 5 billion shekels from Israeli bank ETFs after IBI Investment House began charging trustee fees, prompting a shift to costlier derivatives and raising concerns over increased public expenses and regulatory constraints.

01IBI's new trustee fees triggered a 4.9 billion shekel outflow from bank ETFs in June.
02Institutional investors shifted exposure from ETFs to higher-cost derivatives like swaps.
03Bank of Israel limits institutions to 7.5% direct ownership in bank shares, pushing ETF use.
04Capital Market Authority forbids passing ETF costs directly to retail investors, causing fund losses.
05Derivatives carry fees 50 times higher than ETF fees, increasing public costs by tens of millions annually.
06Regulators maintain current ownership limits and expect fiduciary responsibility despite fee shifts.

התקציר תורגם וסוכם מהמקורות למטה על ידי baba. לקריאה המלאה פתחו כל מקור.

In this story

People

Dave Lobetzky