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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Balboa Wealth Partners
Arizona
$347K
TFGT
252
TS Financial Group (TSFG)
Illinois
$346K
GAM
253
Gotham Asset Management
New York
$344K
SFC
254
Strategic Financial Concepts
Texas
$343K
FWP
255
Firethorn Wealth Partners
Georgia
$343K
PFS
256
Prospera Financial Services
Texas
$340K
ACM
257
Absolute Capital Management
Pennsylvania
$339K
SWM
258
SigFig Wealth Management
California
$339K
CFG
259
Citizens Financial Group
Rhode Island
$329K
CAM
260
Clark Asset Management
New Hampshire
$328K
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$326K
QIM
262
Quest Investment Management
Oregon
$325K
1CP
263
17 Capital Partners
Arizona
$324K
MWM
264
Meridian Wealth Management
Kentucky
$324K
JC
265
JB Capital
Connecticut
$318K
HF
266
HRT Financial
New York
$311K
CCFM
267
Clear Creek Financial Management
Washington
$309K
CCAL
268
City Center Advisors LLC
Michigan
$309K
BCI
269
Brinker Capital Investments
Pennsylvania
$308K
CAG
270
Csenge Advisory Group
Florida
$304K
BIG
271
Brooklyn Investment Group
New York
$304K
SFS
272
Sowell Financial Services
Arkansas
$285K
AF
273
Allworth Financial
California
$284K
BIG
274
Brookwood Investment Group
Arizona
$284K
William Blair & Company
275
William Blair & Company
Illinois
$281K