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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 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 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
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
43
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
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

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 %
KFSC
226
Keystone Financial Services (Colorado)
Colorado
$299K 3,322 -2,738 -45%
P
227
&Partners
Tennessee
$294K 3,269 +76 +2%
CAM
228
Clark Asset Management
New Hampshire
$294K 3,264 – –
CFG
229
Citizens Financial Group
Rhode Island
$293K 3,249 +18 +0.6%
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$289K 3,203 +18 +0.6%
FRA
231
Front Row Advisors
California
$288K 3,192 +125 +4%
MLA
232
My Legacy Advisors
Oregon
$287K 3,155 +94 +3%
SPIA
233
Steward Partners Investment Advisory
New York
$283K 3,146 -2,207 -41%
RIA
234
Regal Investment Advisors
Michigan
$277K 3,080 -1,822 -37%
BWMG
235
Barnes Wealth Management Group
California
$277K 3,070 -213 -6%
FAIM
236
Financial Advocates Investment Management
Washington
$272K 1,604 -1,795 -53%
RWM
237
Revisor Wealth Management
Ohio
$271K 2,980 +2,980 New
ACM
238
Absolute Capital Management
Pennsylvania
$270K 2,998 -700 -19%
TCM
239
Traub Capital Management
Massachusetts
$267K 2,962 +2,962 New
AWA
240
Arkadios Wealth Advisors
Georgia
$265K 2,941 -59 -2%
BAM
241
Belpointe Asset Management
Nevada
$264K 2,930 -3 -0.1%
MWM
242
Meridian Wealth Management
Kentucky
$262K 2,910 -24 -0.8%
EFG
243
Ehrlich Financial Group
California
$262K 2,907 -629 -18%
RFG
244
Range Financial Group
Oregon
$259K 2,871 -681 -19%
SFS
245
Sowell Financial Services
Arkansas
$255K 2,830 -416 -13%
BIA
246
Bigelow Investment Advisors
Maine
$255K 2,825 -347 -11%
Wells Fargo
247
Wells Fargo
California
$252K 2,799 -67 -2%
BWA
248
BCU Wealth Advisors
Illinois
$251K 2,788 -564 -17%
CAG
249
Csenge Advisory Group
Florida
$249K 2,862 -731 -20%
TVM
250
True Vision MN
Minnesota
$248K 2,755 -2,864 -51%
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10
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