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iShares Convertible Bond ETF

401 hedge funds and large institutions have $1.89B 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, 174 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: $ → $

15.09% less ownership

Funds ownership: 51.08%35.99% (-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: 174

Holders
401
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
KWA
276
Kingswood Wealth Advisors
California
$272K
BPA
277
Beacon Pointe Advisors
California
$272K
SPIA
278
Steward Partners Investment Advisory
New York
$271K
BWA
279
BCU Wealth Advisors
Illinois
$268K
JIR
280
James Investment Research
Ohio
$267K
WIA
281
World Investment Advisors
California
$267K
BAM
282
Belpointe Asset Management
Nevada
$262K
SHIM
283
Stone House Investment Management
Pennsylvania
$262K
SFG
284
Sovereign Financial Group
Connecticut
$261K
BWMG
285
Barnes Wealth Management Group
California
$261K
FFG
286
Frisch Financial Group
New York
$260K
OWA
287
One Wealth Advisors
California
$260K
FNBTCON
288
First National Bank & Trust Co of Newtown
Pennsylvania
$258K
RIA
289
Regal Investment Advisors
Michigan
$257K
CWS
290
Cypress Wealth Services
California
$255K
BIA
291
Bigelow Investment Advisors
Maine
$252K
IEFM
292
IQ EQ Fund Management
Ireland
$252K
EFG
293
Elevated Financial Group
Indiana
$252K
LWM
294
Liberty Wealth Management
California
$243K
KFSC
295
Keystone Financial Services (Colorado)
Colorado
$243K
GA
296
Goldstein Advisors
Wisconsin
$240K
DWAM
297
Duncan Williams Asset Management
Tennessee
$239K
HI
298
Harbour Investments
Wisconsin
$239K
SG
299
StoneX Group
New York
$238K
FPAS
300
Focus Partners Advisor Solutions
Missouri
$238K