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iShares Convertible Bond ETF

302 hedge funds and large institutions have $1.4B invested in iShares Convertible Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 156 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
77
Reduced
156
Closed
26
Calls
$33.8M
Puts
$113M
Net Calls
-$79.4M
Net Calls Change
-$4.31M
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
276
Barclays
United Kingdom
$31K
HWMA
277
Heritage Wealth Management (Arizona)
Arizona
$17K +$3.37K +48 +25%
PFA
278
Professional Financial Advisors
Nebraska
$16K
WT
279
Whittier Trust
California
$15K -$3K -45 -17%
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K -$2.53K -37 -15%
MCC
281
Money Concepts Capital
Florida
$13K -$4.57K -65 -26%
FA
282
Fortis Advisors
Pennsylvania
$13K +$70 +1 +0.5%
WTC
283
WhitTier Trust Company
Nevada
$12K +$12K +170 New
CSPAM
284
Cary Street Partners Asset Management
Virginia
$12K +$12K +174 New
CIAS
285
Capital Investment Advisory Services
North Carolina
$11K
FWA
286
FSC Wealth Advisors
New York
$9K -$4.47K -66 -33%
ACK
287
Andrew C. Karlinski
$9K +$9K +124 New
GI
288
Gradient Investments
Minnesota
$8K -$807 -11 -9%
AWM
289
Avior Wealth Management
Nebraska
$8K +$8K +117 New
NFSG
290
Newbridge Financial Services Group
Florida
$7K -$90.3K -1,290 -93%
HI
291
Hudock Inc
Pennsylvania
$6K
PI
292
PFS Investments
Georgia
$4.65K +$4.65K +67,484 New
APW
293
Axim Planning & Wealth
Ohio
$2K
FMP
294
Financial Management Professionals
Texas
$2K
LS
295
Leelyn Smith
Illinois
$2K +$2K +31 New
FGAM
296
Financial Gravity Asset Management
Texas
$1.15K -$1.11K -15,876 -49%
MA
297
Montag & Associates
Georgia
$1K
BHWM
298
Beaird Harris Wealth Management
Texas
$1K +$1K +10 New
MWM
299
Mascoma Wealth Management
New Hampshire
$1K +$1K +12 New
AWM
300
Accel Wealth Management
Iowa
$1K +$1K +18 New