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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
226
ShoreHaven Wealth Partners
New Jersey
$367K -$3.43K -41 -0.9%
SPAS
227
Spectrum Planning & Advisory Services
California
$363K +$363K +4,340 New
GA
228
Goldstein Advisors
Wisconsin
$358K -$1.25K -15 -0.3%
CAM
229
Cobblestone Asset Management
Virginia
$350K +$115K +1,378 +49%
FFN
230
Focus Financial Network
Minnesota
$344K +$51.6K +617 +18%
ML
231
McAdam LLC
Pennsylvania
$337K -$6.19K -74 -2%
FWA
232
FORM Wealth Advisors
Wisconsin
$336K +$336K +4,015 New
DWAM
233
Duncan Williams Asset Management
Tennessee
$335K -$115K -1,371 -26%
BIG
234
Brookwood Investment Group
Arizona
$315K +$315K +3,771 New
Baird Financial Group
235
Baird Financial Group
Wisconsin
$310K +$8.78K +105 +3%
ACM
236
Absolute Capital Management
Pennsylvania
$309K -$50.2K -601 -14%
AIA
237
Acute Investment Advisory
Arizona
$309K -$1.05M -12,612 -77%
AWA
238
Arete Wealth Advisors
Illinois
$306K -$135K -1,619 -31%
RSWM
239
Robertson Stephens Wealth Management
California
$298K – – –
RFG
240
Range Financial Group
Oregon
$297K +$37.5K +448 +14%
PIA
241
Pinion Investment Advisors
Kansas
$296K +$296K +3,538 New
EFG
242
Ehrlich Financial Group
California
$296K +$1.25K +15 +0.4%
CWS
243
Cypress Wealth Services
California
$295K +$29.8K +357 +11%
CAG
244
Csenge Advisory Group
Florida
$293K +$12.1K +148 +4%
SL
245
SWMG LLC
Texas
$290K +$290K +3,443 New
GWP
246
Gen-Wealth Partners
Michigan
$289K +$40.1K +480 +16%
AWM
247
Able Wealth Management
New Jersey
$289K +$289K +3,455 New
GAM
248
Gotham Asset Management
New York
$287K -$7.53K -90 -3%
FAIM
249
Financial Advocates Investment Management
Washington
$284K +$3.01K +36 +1%
BWA
250
BCU Wealth Advisors
Illinois
$280K +$9.95K +119 +4%
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