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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 %
SWP
251
ShoreHaven Wealth Partners
New Jersey
$247K 2,742 -1,649 -38%
William Blair & Company
252
William Blair & Company
Illinois
$246K 2,729 -59 -2%
VHAM
253
Van Hulzen Asset Management
California
$245K 2,724 +10 +0.4%
AP
254
Advisors Preferred
Maryland
$245K 2,742 -4,201 -61%
CWS
255
Cypress Wealth Services
California
$245K 2,716 -808 -23%
CCAL
256
City Center Advisors LLC
Michigan
$240K 2,662 +2,662 New
NCM
257
Northwest Capital Management
Oregon
$236K 2,619 -2,291 -47%
JIR
258
James Investment Research
Ohio
$235K 2,605 – –
FWP
259
Firethorn Wealth Partners
Georgia
$234K 2,601 -110 -4%
AF
260
Allworth Financial
California
$234K 2,599 -134 -5%
MYIA
261
Mount Yale Investment Advisors
Colorado
$234K 2,595 +2,595 New
FNBTCON
262
First National Bank & Trust Co of Newtown
Pennsylvania
$228K 2,535 -100 -4%
SWA
263
Sax Wealth Advisors
New Jersey
$225K 2,495 +2,495 New
AWA
264
Arete Wealth Advisors
Illinois
$221K 2,450 -1,209 -33%
1CP
265
17 Capital Partners
Arizona
$218K 2,415 +2,415 New
GRP
266
Global Retirement Partners
California
$217K 2,404 +2,404 New
AWM
267
Avior Wealth Management
Nebraska
$215K 2,383 -151 -6%
PWM
268
Prentice Wealth Management
New York
$211K 2,340 +2,340 New
BAS
269
Brueske Advisory Services
Washington
$207K 2,298 +2,298 New
AIA
270
Acute Investment Advisory
Arizona
$207K 2,294 -1,396 -38%
WIM
271
WealthPlan Investment Management
Nebraska
$206K 2,290 +2,290 New
FHC
272
First Heartland Consultants
Missouri
$201K 2,233 -437 -16%
GWP
273
Gen-Wealth Partners
Michigan
$187K 2,079 -1,382 -40%
HIA
274
Harbor Investment Advisory
Maryland
$162K 1,800 – –
CF
275
Centaurus Financial
California
$150K 1,662 -251 -13%
9 10
11
12 13