ICVT icon

iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWMG
251
Barnes Wealth Management Group
California
$274K +$11.2K +134 +4%
CAM
252
Clark Asset Management
New Hampshire
$273K – – –
SFS
253
Sowell Financial Services
Arkansas
$271K +$271K +3,246 New
CFG
254
Citizens Financial Group
Rhode Island
$270K – – –
P
255
&Partners
Tennessee
$268K -$17.4K -207 -6%
PTC
256
Private Trust Company
Ohio
$268K -$2.43K -29 -0.9%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$266K +$11.7K +140 +5%
TC
258
TownSquare Capital
Utah
$266K +$2.26K +27 +0.9%
Lido Advisors
259
Lido Advisors
California
$266K -$35.2K -421 -12%
BIA
260
Bigelow Investment Advisors
Maine
$265K -$30.1K -360 -10%
KWM
261
Keebeck Wealth Management
Illinois
$259K +$22.4K +268 +9%
FRA
262
Front Row Advisors
California
$256K +$9.62K +115 +4%
CA
263
Calton & Associates
Florida
$256K +$669 +8 +0.3%
MLA
264
My Legacy Advisors
Oregon
$256K +$256K +3,061 New
AWM
265
Aprio Wealth Management
Georgia
$253K +$253K +3,030 New
AWA
266
Arkadios Wealth Advisors
Georgia
$251K +$49.7K +594 +25%
MWM
267
Meridian Wealth Management
Kentucky
$245K -$6.44K -77 -3%
BAM
268
Belpointe Asset Management
Nevada
$245K +$245K +2,933 New
Wells Fargo
269
Wells Fargo
California
$240K +$144K +1,727 +152%
William Blair & Company
270
William Blair & Company
Illinois
$233K -$24.2K -289 -9%
AWM
271
Alterna Wealth Management
Texas
$233K +$15.6K +187 +7%
AF
272
Allworth Financial
California
$229K -$1.02M -12,154 -82%
VHAM
273
Van Hulzen Asset Management
California
$227K -$20.6K -246 -8%
FWP
274
Firethorn Wealth Partners
Georgia
$227K +$3.68K +44 +2%
FHC
275
First Heartland Consultants
Missouri
$223K +$223K +2,670 New
9 10
11
12 13