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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
FGC
3
Financial Gravity Companies
Texas
$7.51M
4
SL
4
Systelligence LLC
Minnesota
$14.5M
5
FF
5
Friedenthal Financial
New Jersey
$4.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
276
First Horizon Advisors
Tennessee
$143K 1,587 -878 -36%
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$141K 1,560 -500 -24%
GSWM
278
Golden State Wealth Management
California
$124K 1,373 +6 +0.4%
PFM
279
Phillips Financial Management
Indiana
$124K 1,371 +1,371 New
HI
280
Harbour Investments
Wisconsin
$116K 1,282 -768 -37%
PWA
281
Provenance Wealth Advisors
Florida
$101K 1,121 -1,545 -58%
ACA
282
Aptus Capital Advisors
Alabama
$100K 1,111 -9 -0.8%
DF
283
Dunhill Financial
United Kingdom
$99.7K 1,106 – –
HFS
284
Hantz Financial Services
Michigan
$84K 930 +930 New
EWP
285
Elevation Wealth Partners
California
$81.3K 903 +4 +0.4%
AA
286
Ancora Advisors
Ohio
$68.3K 758 -6 -0.8%
NB
287
NBT Bank
New York
$60.1K 667 -7 -1%
EWA
288
EverSource Wealth Advisors
Alabama
$54.3K 602 -266 -31%
VWWMG
289
Vermillion & White Wealth Management Group
Pennsylvania
$51.2K 568 -178 -24%
PWAM
290
Private Wealth Asset Management
Iowa
$47.6K 528 +528 New
LFA
291
LGT Financial Advisors
Texas
$46.3K 514 -346 -40%
FFA
292
Founders Financial Alliance
North Carolina
$46K 511 +2 +0.4%
BCM
293
Boreal Capital Management
Florida
$45.1K 500 +500 New
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$41.1K 456 +224 +97%
SFA
295
Semmax Financial Advisors
North Carolina
$34K 371 -61 -14%
CIA
296
Cape Investment Advisory
Georgia
$31.8K 353 -2 -0.6%
WB
297
Webster Bank
Connecticut
$29.6K 328 +15 +5%
AF
298
Advisornet Financial
Minnesota
$28.5K 316 +98 +45%
SS
299
Sunbelt Securities
Texas
$24.2K 285 -217 -43%
T
300
Transce3nd
Texas
$22.4K 249 +85 +52%
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