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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
AIA
276
Acute Investment Advisory
Arizona
$207K
WIM
277
WealthPlan Investment Management
Nebraska
$206K
FWM
278
FLP Wealth Management
Arkansas
$203K
FHC
279
First Heartland Consultants
Missouri
$201K
GWP
280
Gen-Wealth Partners
Michigan
$187K
HIA
281
Harbor Investment Advisory
Maryland
$162K
CF
282
Centaurus Financial
California
$150K
FHA
283
First Horizon Advisors
Tennessee
$143K
CLOS
284
Compagnie Lombard Odier SCmA
Switzerland
$141K
GSWM
285
Golden State Wealth Management
California
$124K
PFM
286
Phillips Financial Management
Indiana
$124K
HI
287
Harbour Investments
Wisconsin
$116K
PWA
288
Provenance Wealth Advisors
Florida
$101K
ACA
289
Aptus Capital Advisors
Alabama
$100K
DF
290
Dunhill Financial
United Kingdom
$99.7K
HFS
291
Hantz Financial Services
Michigan
$84K
EWP
292
Elevation Wealth Partners
California
$81.3K
AA
293
Ancora Advisors
Ohio
$68.3K
NB
294
NBT Bank
New York
$60.1K
EWA
295
EverSource Wealth Advisors
Alabama
$54.3K
VWWMG
296
Vermillion & White Wealth Management Group
Pennsylvania
$51.2K
PWAM
297
Private Wealth Asset Management
Iowa
$47.6K
LFA
298
LGT Financial Advisors
Texas
$46.3K
FFA
299
Founders Financial Alliance
North Carolina
$46K
BCM
300
Boreal Capital Management
Florida
$45K