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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 191

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Sowell Financial Services
Arkansas
$255K
BIA
252
Bigelow Investment Advisors
Maine
$255K
Wells Fargo
253
Wells Fargo
California
$252K
BWA
254
BCU Wealth Advisors
Illinois
$251K
CAG
255
Csenge Advisory Group
Florida
$249K
TVM
256
True Vision MN
Minnesota
$248K
SWP
257
ShoreHaven Wealth Partners
New Jersey
$247K
William Blair & Company
258
William Blair & Company
Illinois
$246K
VHAM
259
Van Hulzen Asset Management
California
$245K
AP
260
Advisors Preferred
Maryland
$245K
CWS
261
Cypress Wealth Services
California
$245K
CCAL
262
City Center Advisors LLC
Michigan
$240K
NCM
263
Northwest Capital Management
Oregon
$236K
JIR
264
James Investment Research
Ohio
$235K
FWP
265
Firethorn Wealth Partners
Georgia
$234K
AF
266
Allworth Financial
California
$234K
MYIA
267
Mount Yale Investment Advisors
Colorado
$234K
FNBTCON
268
First National Bank & Trust Co of Newtown
Pennsylvania
$228K
SWA
269
Sax Wealth Advisors
New Jersey
$225K
AWA
270
Arete Wealth Advisors
Illinois
$221K
1CP
271
17 Capital Partners
Arizona
$218K
GRP
272
Global Retirement Partners
California
$217K
AWM
273
Avior Wealth Management
Nebraska
$215K
PWM
274
Prentice Wealth Management
New York
$211K
BAS
275
Brueske Advisory Services
Washington
$207K