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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
276
Provenance Wealth Advisors
Florida
$223K – – –
SL
277
Sentinus LLC
Illinois
$221K +$221K +2,645 New
FNBTCON
278
First National Bank & Trust Co of Newtown
Pennsylvania
$220K – – –
JIR
279
James Investment Research
Ohio
$218K – – –
CA
280
Claro Advisors
Massachusetts
$216K -$920 -11 -0.4%
AWM
281
Avior Wealth Management
Nebraska
$212K – – –
CAM
282
Concorde Asset Management
Michigan
$208K -$11.9K -146 -5%
FHA
283
First Horizon Advisors
Tennessee
$206K +$14.6K +175 +8%
USCWA
284
U.S. Capital Wealth Advisors
Texas
$204K +$204K +2,440 New
HHRDM
285
H&H Retirement Design & Management
Nevada
$201K – – –
CLOS
286
Compagnie Lombard Odier SCmA
Switzerland
$172K – – –
HI
287
Harbour Investments
Wisconsin
$171K -$13.5K -161 -7%
CF
288
Centaurus Financial
California
$160K +$23.6K +282 +17%
HIA
289
Harbor Investment Advisory
Maryland
$150K – – –
GSWM
290
Golden State Wealth Management
California
$114K -$2.09K -25 -2%
Qube Research & Technologies (QRT)
291
Qube Research & Technologies (QRT)
United Kingdom
$114K +$114K +1,362 New
ACA
292
Aptus Capital Advisors
Alabama
$93.7K -$13.3K -159 -12%
DF
293
Dunhill Financial
United Kingdom
$92.5K -$14.2K -170 -13%
EWP
294
Elevation Wealth Partners
California
$75.2K +$167 +2 +0.2%
EWA
295
EverSource Wealth Advisors
Alabama
$72.6K +$47.6K +570 +191%
LFA
296
LGT Financial Advisors
Texas
$71.9K -$6.19K -74 -8%
AA
297
Ancora Advisors
Ohio
$63.9K +$1.25K +15 +2%
VWWMG
298
Vermillion & White Wealth Management Group
Pennsylvania
$62.4K +$52.6K +629 +538%
NB
299
NBT Bank
New York
$56.4K -$3.43K -41 -6%
CA
300
Continuum Advisory
Idaho
$50.8K +$2.43K +29 +5%
10 11
12
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