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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arkadios Wealth Advisors
Georgia
$204K +$204K +2,406 New
IAIM
277
International Assets Investment Management
Florida
$204K +$204K +2,398 New
FHA
278
First Horizon Advisors
Tennessee
$195K +$64.2K +755 +49%
HI
279
Harbour Investments
Wisconsin
$188K +$49.1K +578 +35%
CLOS
280
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
PPFA
281
Provida Pension Fund Administrator
Chile
$170K – – –
EW
282
Element Wealth
Mississippi
$168K +$85 +1 +0.1%
HIA
283
Harbor Investment Advisory
Maryland
$153K – – –
CF
284
Centaurus Financial
California
$139K -$166K -1,943 -54%
PH
285
Pinnacle Holdings
Oklahoma
$129K +$129K +1,515 New
GSWM
286
Golden State Wealth Management
California
$118K +$118K +1,392 New
ACA
287
Aptus Capital Advisors
Alabama
$109K +$16.7K +197 +18%
DF
288
Dunhill Financial
United Kingdom
$108K +$425 +5 +0.4%
Wells Fargo
289
Wells Fargo
California
$96.8K +$40.6K +478 +72%
LFA
290
LGT Financial Advisors
Texas
$79.5K +$34.7K +408 +78%
EWP
291
Elevation Wealth Partners
California
$76.2K +$22.8K +268 +43%
AA
292
Ancora Advisors
Ohio
$63.6K – – –
MFS
293
Mattson Financial Services
Michigan
$63.1K -$1.17K -14 -2%
Franklin Resources
294
Franklin Resources
California
$61.6K +$61.6K +725 New
NB
295
NBT Bank
New York
$60.8K -$255 -3 -0.4%
CA
296
Continuum Advisory
Idaho
$49.1K +$9.35K +110 +24%
GM
297
GeoWealth Management
Illinois
$46.5K -$709K -8,340 -94%
EPW
298
Endeavor Private Wealth
Kansas
$44.8K +$44.8K +527 New
FFA
299
Founders Financial Alliance
North Carolina
$43.1K +$340 +4 +0.8%
SWM
300
Spire Wealth Management
Virginia
$38.4K +$13.9K +164 +57%
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12
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