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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
WealthPlan Investment Management
Nebraska
$206K
FWM
277
FLP Wealth Management
Arkansas
$203K
FHC
278
First Heartland Consultants
Missouri
$201K
GWP
279
Gen-Wealth Partners
Michigan
$187K
HIA
280
Harbor Investment Advisory
Maryland
$162K
CF
281
Centaurus Financial
California
$150K
FHA
282
First Horizon Advisors
Tennessee
$143K
CLOS
283
Compagnie Lombard Odier SCmA
Switzerland
$141K
GSWM
284
Golden State Wealth Management
California
$124K
PFM
285
Phillips Financial Management
Indiana
$124K
HI
286
Harbour Investments
Wisconsin
$116K
PWA
287
Provenance Wealth Advisors
Florida
$101K
ACA
288
Aptus Capital Advisors
Alabama
$100K
DF
289
Dunhill Financial
United Kingdom
$99.7K
HFS
290
Hantz Financial Services
Michigan
$84K
EWP
291
Elevation Wealth Partners
California
$81.3K
AA
292
Ancora Advisors
Ohio
$68.3K
NB
293
NBT Bank
New York
$60.1K
EWA
294
EverSource Wealth Advisors
Alabama
$54.3K
VWWMG
295
Vermillion & White Wealth Management Group
Pennsylvania
$51.2K
PWAM
296
Private Wealth Asset Management
Iowa
$47.6K
LFA
297
LGT Financial Advisors
Texas
$46.3K
FFA
298
Founders Financial Alliance
North Carolina
$46K
BCM
299
Boreal Capital Management
Florida
$45K
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$41.1K