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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

302 hedge funds and large institutions have $1.23B invested in iShares Convertible Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
302
Holders Change
+27
Holders Change %
+9.82%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
57
Increased
134
Reduced
83
Closed
25
Calls
$4.96M
Puts
$22.5M
Net Calls
-$17.5M
Net Calls Change
-$2.55M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$80.5M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$57.4M
3
Jane Street
3
Jane Street
New York
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
CAC
5
Certified Advisory Corp
Florida
$12.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$8M
2
TCM
2
Tradewinds Capital Management
Washington
$96.8K
3
GI
3
Gradient Investments
Minnesota
$4.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.69M
5
FGAM
5
Financial Gravity Asset Management
Texas
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
251
Advisornet Financial
Minnesota
$60.9K 774 +121 +19%
NB
252
NBT Bank
New York
$58.9K 750 -61 -8%
WFA
253
Wells Financial Advisors
Massachusetts
$58.2K 740 +740 New
VF
254
VitalStone Financial
Texas
$57.6K 732 -9 -1%
EWP
255
Elevation Wealth Partners
California
$49.2K 625 +3 +0.5%
FFA
256
Founders Financial Alliance
North Carolina
$41.4K 527 +2 +0.4%
ATS
257
Ashton Thomas Securities
New York
$39.5K 501 +501 New
PPC
258
Park Place Capital
Alabama
$38.8K 494 -1,022 -67%
CA
259
Continuum Advisory
Idaho
$36.8K 468 +7 +2%
HPC
260
HM Payson & Co
Maine
$33.5K 426 – –
IAIM
261
International Assets Investment Management
Florida
$32.6K 415 +415 New
LI
262
LRI Investments
Florida
$29.5K 375 – –
LFA
263
LGT Financial Advisors
Texas
$28.5K 362 +279 +336%
EWA
264
EverSource Wealth Advisors
Alabama
$25.9K 323 +219 +211%
LFG
265
Larson Financial Group
Missouri
$24K 305 +305 New
SWM
266
Spire Wealth Management
Virginia
$23.6K 300 -9,956 -97%
TWP
267
Triad Wealth Partners
Kansas
$23.3K 296 +296 New
SS
268
Sunbelt Securities
Texas
$22.1K 281 +281 New
APC
269
Aspire Private Capital
North Carolina
$18.3K 233 +37 +19%
SFA
270
Semmax Financial Advisors
North Carolina
$16.5K 209 +44 +27%
TAM
271
Tucker Asset Management
Colorado
$16.5K 210 -11 -5%
BCMLT
272
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.5K 209 – –
OP
273
ORG Partners
Indiana
$14.9K 188 +188 New
GJWM
274
Gilliland Jeter Wealth Management
Arkansas
$14.9K 189 – –
OLVIG
275
Oliver Lagore Vanvalin Investment Group
Michigan
$12.6K 160 +6 +4%
9 10
11
12 13