ICVT icon

iShares Convertible Bond ETF
ICVT

Overview Fund Activity

302 hedge funds and large institutions have $1.23B invested in iShares Convertible Bond ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 83 reducing their positions, and 25 closing their positions.

Holders
302
Holders Change
+27
Holders Change %
+9.82%
% of All Funds
4.39%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
57
Increased
134
Reduced
83
Closed
25
Calls
$4.96M
Puts
$22.5M
Net Calls
-$17.5M
Net Calls Change
-$2.55M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$80.5M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$57.4M
3
Jane Street
3
Jane Street
New York
$20.4M
4
Bank of America
4
Bank of America
North Carolina
$175M
5
CAC
5
Certified Advisory Corp
Florida
$12.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$8M
2
TCM
2
Tradewinds Capital Management
Washington
$96.8K
3
GI
3
Gradient Investments
Minnesota
$4.36M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$4.69M
5
FGAM
5
Financial Gravity Asset Management
Texas
$6.31M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
276
Capital Investment Advisory Services
North Carolina
$12.2K 155 – –
CA
277
Crewe Advisors
Utah
$12.1K 154 – –
PA
278
Parallel Advisors
California
$10.9K 138 – –
FWA
279
FSC Wealth Advisors
New York
$10.4K 133 – –
WT
280
Whittier Trust
California
$10.2K 130 – –
NMM
281
Naples Money Management
Florida
$8.38K 107 +107 New
RCM
282
Raleigh Capital Management
North Carolina
$8.37K 106 +19 +22%
CIA
283
Cape Investment Advisory
Georgia
$8.1K 103 +33 +47%
FGA
284
Fortis Group Advisors
New Jersey
$8.02K 102 – –
VWWMG
285
Vermillion & White Wealth Management Group
Pennsylvania
$7.94K 101 – –
ATPW
286
Ashton Thomas Private Wealth
Arizona
$6.76K 86 +86 New
WB
287
Webster Bank
Connecticut
$6.68K 85 +13 +18%
MG
288
Mather Group
Illinois
$5.91K 74 +74 New
GWM
289
Geneos Wealth Management
Colorado
$5.5K 70 – –
Citigroup
290
Citigroup
New York
$4.95K 63 +14 +29%
HFA
291
Hershey Financial Advisers
Pennsylvania
$3.77K 48 +48 New
OWA
292
Opal Wealth Advisors
New York
$3.62K 46 +46 New
WT
293
Washington Trust
Rhode Island
$3.22K 41 -221 -84%
WWP
294
WR Wealth Planners
Missouri
$2.91K 37 +4 +12%
BONH
295
Bank of New Hampshire
New Hampshire
$2.6K 33 – –
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$1.89K 24 +24 New
VWM
297
Venturi Wealth Management
Texas
$1.81K 23 -134 -85%
CAM
298
Creekmur Asset Management
Illinois
$464 6 -308 -98%
CP
299
Camelot Portfolios
Ohio
$379 5 +5 New
ANBT
300
American National Bank & Trust
Texas
$315 4 +4 New
10 11
12
13 14