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iShares Convertible Bond ETF

302 hedge funds and large institutions have $1.35B invested in iShares Convertible Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 146 increasing their positions, 92 reducing their positions, and 34 closing their positions.

Holders
302
Holders Change
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
36
Increased
146
Reduced
92
Closed
34
Calls
$6.2M
Puts
$25.5M
Net Calls
-$19.3M
Net Calls Change
-$1.81M
Name Market Value Shares Shares
Change
Shares
Change %
AA
251
Ancora Advisors
Ohio
$62.7K 749 -52 -6%
MFS
252
Mattson Financial Services
Michigan
$60.4K 768 -8 -1%
NB
253
NBT Bank
New York
$60.1K 718 -32 -4%
AF
254
Advisornet Financial
Minnesota
$56.2K 672 -102 -13%
Wells Fargo
255
Wells Fargo
California
$55.3K 661 -3,309 -83%
EWP
256
Elevation Wealth Partners
California
$52.6K 629 +4 +0.6%
LFA
257
LGT Financial Advisors
Texas
$44.1K 526 +164 +45%
FFA
258
Founders Financial Alliance
North Carolina
$42.2K 504 -23 -4%
ATS
259
Ashton Thomas Securities
New York
$42.1K 503 +2 +0.4%
VF
260
VitalStone Financial
Texas
$41.7K 498 -234 -32%
CA
261
Continuum Advisory
Idaho
$40.4K 468
EWA
262
EverSource Wealth Advisors
Alabama
$36.6K 438 +115 +36%
HPC
263
HM Payson & Co
Maine
$35.6K 426
LFG
264
Larson Financial Group
Missouri
$25.5K 305
SWM
265
Spire Wealth Management
Virginia
$24.1K 288 -12 -4%
SS
266
Sunbelt Securities
Texas
$23.6K 283 +2 +0.7%
PPC
267
Park Place Capital
Alabama
$22.1K 264 -230 -47%
APC
268
Aspire Private Capital
North Carolina
$19.7K 235 +2 +0.9%
SFA
269
Semmax Financial Advisors
North Carolina
$19.2K 221 +12 +6%
TAM
270
Tucker Asset Management
Colorado
$17.6K 210
BCMLT
271
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.6K 210 +1 +0.5%
WWP
272
WR Wealth Planners
Missouri
$17.2K 206 +169 +457%
GJWM
273
Gilliland Jeter Wealth Management
Arkansas
$15.8K 189
OLVIG
274
Oliver Lagore Vanvalin Investment Group
Michigan
$13.3K 159 -1 -0.6%
CIAS
275
Capital Investment Advisory Services
North Carolina
$13K 155