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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

275 hedge funds and large institutions have $1.15B invested in iShares Convertible Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 122 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+43
Holders Change %
+18.53%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
68
Increased
122
Reduced
67
Closed
20
Calls
$12M
Puts
$26.9M
Net Calls
-$14.9M
Net Calls Change
+$11.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.3M
2
Bank of America
Bank of America
North Carolina
$160M
3
BlackRock
BlackRock
New York
$26.6M
4
LPL Financial
LPL Financial
California
$37.1M
5
TCM
Tradewinds Capital Management
Washington
$18.5M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$11.8M
2
GM
GeoWealth Management
Illinois
$0
3
CAC
Certified Advisory Corp
Florida
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$4.82M
5
AssetMark Inc
AssetMark Inc
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
251
Venturi Wealth Management
Texas
$12.5K +$6.15K +77 +96%
CIAS
252
Capital Investment Advisory Services
North Carolina
$12.4K – – –
CA
253
Crewe Advisors
Utah
$12.3K – – –
OLVIG
254
Oliver Lagore Vanvalin Investment Group
Michigan
$12.3K +$11.3K +141 +1,085%
PA
255
Parallel Advisors
California
$11K -$798 -10 -7%
FWA
256
FSC Wealth Advisors
New York
$10.6K – – –
WT
257
Whittier Trust
California
$10.4K -$798 -10 -7%
FGA
258
Fortis Group Advisors
New Jersey
$8.14K -$8.14K -102 -50%
VWWMG
259
Vermillion & White Wealth Management Group
Pennsylvania
$8.06K -$1.92K -24 -19%
EWA
260
EverSource Wealth Advisors
Alabama
$8.01K +$7.01K +91 +700%
RCM
261
Raleigh Capital Management
North Carolina
$6.95K +$6.95K +87 New
LFA
262
LGT Financial Advisors
Texas
$6.63K +$6.47K +81 +4,050%
CAL
263
Capital Analysts LLC
Pennsylvania
$6K +$6K +70 New
WB
264
Webster Bank
Connecticut
$5.75K +$399 +5 +7%
GWM
265
Geneos Wealth Management
Colorado
$5.59K – – –
CIA
266
Cape Investment Advisory
Georgia
$5.59K +$5.27K +66 +1,650%
TWD
267
True Wealth Design
Ohio
$4.39K +$4.39K +55 New
Citigroup
268
Citigroup
New York
$3.91K -$4.31K -54 -52%
IGWM
269
ICA Group Wealth Management
Colorado
$3.91K +$3.11K +39 +390%
WWP
270
WR Wealth Planners
Missouri
$2.63K +$2.63K +33 New
BONH
271
Bank of New Hampshire
New Hampshire
$2.63K +$2.63K +33 New
SN
272
Sittner & Nelson
Oregon
$2.48K +$2.48K +31 New
SIC
273
Salem Investment Counselors
North Carolina
$1.12K – – –
PSB
274
Piscataqua Savings Bank
New Hampshire
$239 +$239 +3 New
HNB
275
Huntington National Bank
Ohio
$80 -$79 – –
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