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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$261K +$48.9K +575 +23%
CA
252
Calton & Associates
Florida
$260K +$260K +3,057 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$259K +$3.06K +36 +1%
MWM
254
Meridian Wealth Management
Kentucky
$256K -$2.97K -35 -1%
GWP
255
Gen-Wealth Partners
Michigan
$253K +$90.7K +1,068 +56%
VHAM
256
Van Hulzen Asset Management
California
$252K -$510 -6 -0.2%
FRA
257
Front Row Advisors
California
$251K +$28.7K +338 +13%
KWM
258
Keebeck Wealth Management
Illinois
$240K +$240K +2,827 New
CAM
259
Cobblestone Asset Management
Virginia
$239K +$239K +2,808 New
FWM
260
FLP Wealth Management
Arkansas
$236K +$236K +2,783 New
SA
261
Sovran Advisors
California
$236K +$236K +2,771 New
CAM
262
Concorde Asset Management
Michigan
$229K +$229K +2,694 New
FWP
263
Firethorn Wealth Partners
Georgia
$227K +$9.52K +112 +4%
PWA
264
Provenance Wealth Advisors
Florida
$227K – – –
FRA
265
FFG Retirement Advisors
Colorado
$225K -$2.25M -26,488 -91%
FNBTCON
266
First National Bank & Trust Co of Newtown
Pennsylvania
$224K – – –
JIR
267
James Investment Research
Ohio
$221K – – –
AWM
268
Alterna Wealth Management
Texas
$221K -$141K -1,658 -39%
CA
269
Claro Advisors
Massachusetts
$220K +$220K +2,590 New
SWA
270
Stratos Wealth Advisors
Ohio
$218K +$218K +2,562 New
HHRDM
271
H&H Retirement Design & Management
Nevada
$216K +$216K +2,476 New
SAW
272
Signal Advisors Wealth
Michigan
$216K +$216K +2,541 New
AWM
273
Avior Wealth Management
Nebraska
$215K – – –
SG
274
StoneX Group
New York
$213K +$213K +2,509 New
PGF
275
Plan Group Financial
Oklahoma
$209K – – –
9 10
11
12 13