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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
226
TS Financial Group (TSFG)
Illinois
$346K +$151K +1,779 +78%
HWAM
227
Hennion & Walsh Asset Management
New Jersey
$343K +$65.1K +766 +23%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$306K +$306K +3,606 New
Lido Advisors
229
Lido Advisors
California
$306K +$16.9K +199 +6%
RSWM
230
Robertson Stephens Wealth Management
California
$303K – – –
BIA
231
Bigelow Investment Advisors
Maine
$300K -$81.5K -959 -21%
EFG
232
Ehrlich Financial Group
California
$299K +$54K +636 +22%
GAM
233
Gotham Asset Management
New York
$299K – – –
FFN
234
Focus Financial Network
Minnesota
$298K +$60.2K +708 +25%
P
235
&Partners
Tennessee
$293K -$1.64K -19 -0.6%
CAG
236
Csenge Advisory Group
Florida
$293K -$67.3K -792 -19%
FAIM
237
Financial Advocates Investment Management
Washington
$286K -$4.03M -47,436 -93%
IWA
238
Icon Wealth Advisors
Texas
$283K +$24.4K +287 +9%
RF
239
RHS Financial
California
$280K -$220K -2,594 -44%
CAM
240
Clark Asset Management
New Hampshire
$277K +$277K +3,264 New
PTC
241
Private Trust Company
Ohio
$275K +$21.8K +256 +9%
BWA
242
BCU Wealth Advisors
Illinois
$275K +$64.2K +755 +30%
CFG
243
Citizens Financial Group
Rhode Island
$275K – – –
KFSC
244
Keystone Financial Services (Colorado)
Colorado
$274K +$14.4K +170 +6%
CWS
245
Cypress Wealth Services
California
$269K +$53.1K +625 +25%
KWA
246
Kingswood Wealth Advisors
California
$268K +$268K +3,158 New
TC
247
TownSquare Capital
Utah
$268K +$35.3K +415 +15%
BWMG
248
Barnes Wealth Management Group
California
$268K +$268K +3,149 New
RFG
249
Range Financial Group
Oregon
$264K +$264K +3,104 New
GRP
250
Global Retirement Partners
California
$264K +$116K +1,367 +79%
8 9
10
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