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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

332 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 42 closing their positions.

Holders
332
Holders Change
-16
Holders Change %
-4.6%
% of All Funds
4.46%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
42
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
FGC
3
Financial Gravity Companies
Texas
$7.51M
4
SL
4
Systelligence LLC
Minnesota
$14.5M
5
FF
5
Friedenthal Financial
New Jersey
$4.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$231M 2,564,998 -141,225 -5%
Goldman Sachs
2
Goldman Sachs
New York
$113M 1,252,000 – –
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$84.1M 933,246 -590,581 -39%
LPL Financial
4
LPL Financial
California
$64.7M 718,250 -229,797 -24%
ANTB
5
AMG National Trust Bank
Colorado
$43.9M 487,552 -1,443 -0.3%
NYLIM
6
New York Life Investment Management
New York
$41.1M 456,391 +16,440 +4%
GT
7
Greenleaf Trust
Michigan
$40.1M 445,280 +2,151 +0.5%
AA
8
Advisory Alpha
Michigan
$39.1M 433,937 -10,441 -2%
Morgan Stanley
9
Morgan Stanley
New York
$31.2M 346,215 -29,412 -8%
HCM
10
Howard Capital Management
Georgia
$28.9M 320,536 -18,070 -5%
BAAM
11
Baker Avenue Asset Management
California
$28.5M 316,779 +802 +0.3%
PWMG
12
Prestige Wealth Management Group
New Jersey
$28.5M 316,618 -2,197 -0.7%
AllianceBernstein
13
AllianceBernstein
Tennessee
$24.9M 276,429 +29 +0%
BlackRock
14
BlackRock
New York
$24.4M 271,059 -185,161 -41%
IWS
15
Insight Wealth Strategies
California
$21.9M 245,103 +116,343 +90%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$17.1M 189,271 -91,502 -33%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$16.6M 183,755 -42,043 -19%
CPG
18
Cornerstone Planning Group
New Jersey
$15.9M 173,289 +8,353 +5%
CAC
19
Certified Advisory Corp
Florida
$15.3M 169,384 +3,748 +2%
Ameriprise
20
Ameriprise
Minnesota
$14.6M 162,070 -43,562 -21%
SL
21
Systelligence LLC
Minnesota
$14.5M 161,188 +81,860 +103%
OPCM
22
Osborne Partners Capital Management
California
$14M 155,830 +593 +0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13.9M 154,692 -49,045 -24%
3F
24
360 Financial
Minnesota
$13.5M 150,298 +4,081 +3%
MML Investors Services
25
MML Investors Services
Massachusetts
$13M 143,831 +9,991 +7%
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