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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 191

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
Icon Wealth Advisors
Texas
$324K
RSWM
227
Robertson Stephens Wealth Management
California
$321K
GAM
228
Gotham Asset Management
New York
$311K
Cerity Partners
229
Cerity Partners
New York
$304K
BAM
230
BOS Asset Management
Illinois
$300K
Qube Research & Technologies (QRT)
231
Qube Research & Technologies (QRT)
United Kingdom
$300K
KFSC
232
Keystone Financial Services (Colorado)
Colorado
$299K
P
233
&Partners
Tennessee
$294K
CAM
234
Clark Asset Management
New Hampshire
$294K
CFG
235
Citizens Financial Group
Rhode Island
$293K
Bank of Montreal
236
Bank of Montreal
Ontario, Canada
$289K
FRA
237
Front Row Advisors
California
$288K
MLA
238
My Legacy Advisors
Oregon
$287K
SPIA
239
Steward Partners Investment Advisory
New York
$283K
RIA
240
Regal Investment Advisors
Michigan
$277K
BWMG
241
Barnes Wealth Management Group
California
$277K
FAIM
242
Financial Advocates Investment Management
Washington
$272K
RWM
243
Revisor Wealth Management
Ohio
$271K
ACM
244
Absolute Capital Management
Pennsylvania
$270K
TCM
245
Traub Capital Management
Massachusetts
$267K
AWA
246
Arkadios Wealth Advisors
Georgia
$265K
BAM
247
Belpointe Asset Management
Nevada
$264K
MWM
248
Meridian Wealth Management
Kentucky
$262K
EFG
249
Ehrlich Financial Group
California
$262K
RFG
250
Range Financial Group
Oregon
$259K