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iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
Cerity Partners
226
Cerity Partners
New York
$304K
BAM
227
BOS Asset Management
Illinois
$300K
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$300K
KFSC
229
Keystone Financial Services (Colorado)
Colorado
$299K
P
230
&Partners
Tennessee
$294K
CAM
231
Clark Asset Management
New Hampshire
$294K
CFG
232
Citizens Financial Group
Rhode Island
$293K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$289K
FRA
234
Front Row Advisors
California
$288K
MLA
235
My Legacy Advisors
Oregon
$287K
SPIA
236
Steward Partners Investment Advisory
New York
$283K
RIA
237
Regal Investment Advisors
Michigan
$277K
BWMG
238
Barnes Wealth Management Group
California
$277K
FAIM
239
Financial Advocates Investment Management
Washington
$272K
RWM
240
Revisor Wealth Management
Ohio
$271K
ACM
241
Absolute Capital Management
Pennsylvania
$270K
TCM
242
Traub Capital Management
Massachusetts
$267K
AWA
243
Arkadios Wealth Advisors
Georgia
$265K
BAM
244
Belpointe Asset Management
Nevada
$264K
MWM
245
Meridian Wealth Management
Kentucky
$262K
EFG
246
Ehrlich Financial Group
California
$262K
RFG
247
Range Financial Group
Oregon
$259K
SFS
248
Sowell Financial Services
Arkansas
$255K
BIA
249
Bigelow Investment Advisors
Maine
$255K
Wells Fargo
250
Wells Fargo
California
$252K