ICVT icon

iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
BWA
251
BCU Wealth Advisors
Illinois
$251K
CAG
252
Csenge Advisory Group
Florida
$249K
TVM
253
True Vision MN
Minnesota
$248K
SWP
254
ShoreHaven Wealth Partners
New Jersey
$247K
William Blair & Company
255
William Blair & Company
Illinois
$246K
VHAM
256
Van Hulzen Asset Management
California
$245K
AP
257
Advisors Preferred
Maryland
$245K
CWS
258
Cypress Wealth Services
California
$245K
CCAL
259
City Center Advisors LLC
Michigan
$240K
NCM
260
Northwest Capital Management
Oregon
$236K
JIR
261
James Investment Research
Ohio
$235K
FWP
262
Firethorn Wealth Partners
Georgia
$234K
AF
263
Allworth Financial
California
$234K
MYIA
264
Mount Yale Investment Advisors
Colorado
$234K
FNBTCON
265
First National Bank & Trust Co of Newtown
Pennsylvania
$228K
SWA
266
Sax Wealth Advisors
New Jersey
$225K
AWA
267
Arete Wealth Advisors
Illinois
$221K
1CP
268
17 Capital Partners
Arizona
$218K
GRP
269
Global Retirement Partners
California
$217K
AWM
270
Avior Wealth Management
Nebraska
$215K
PWM
271
Prentice Wealth Management
New York
$211K
BAS
272
Brueske Advisory Services
Washington
$207K
AIA
273
Acute Investment Advisory
Arizona
$207K
WIM
274
WealthPlan Investment Management
Nebraska
$206K
FWM
275
FLP Wealth Management
Arkansas
$203K