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iShares Convertible Bond ETF
ICVT

382 hedge funds and large institutions have $2.04B invested in iShares Convertible Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

127% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

9% more funds holding

Funds holding: 349 → 382 (+33)

7% more capital invested

Capital invested by funds: $1.9B → $2.04B (+$138M)

12.97% less ownership

Funds ownership: 64.04% → 51.08% (-13%)

74% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $14.1M

Holders
382
Holders Change
+33
Holders Change %
+9.46%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
68
Increased
191
Reduced
84
Closed
29
Calls
$3.73M
Puts
$14.1M
Net Calls
-$10.4M
Net Calls Change
+$1.06M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$91.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.8M
3
TCM
Tradewinds Capital Management
Washington
+$18.9M
4
LPL Financial
LPL Financial
California
+$17.5M
5
SL
Systelligence LLC
Minnesota
+$13.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$23.8M
2
OPAM
Ocean Park Asset Management
California
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$13.1M
4
NYLIM
New York Life Investment Management
New York
-$11.8M
5
Goldman Sachs
Goldman Sachs
New York
-$7.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
276
Sovereign Financial Group
Connecticut
$252K +$257K +2,557 New
CA
277
Chatterton & Associates
California
$251K +$256K +2,545 New
FNBTCON
278
First National Bank & Trust Co of Newtown
Pennsylvania
$250K – – –
CWP
279
Cyndeo Wealth Partners
Florida
$249K -$266K -2,651 -51%
WA
280
Wealth Alliance
New York
$248K +$253K +2,515 New
AAP
281
Arax Advisory Partners
Colorado
$244K +$249K +2,475 New
IEFM
282
IQ EQ Fund Management
Ireland
$243K +$248K +2,472 New
PWM
283
Parkway Wealth Management
Texas
$238K +$243K +2,415 New
RA
284
RFG Advisory
Alabama
$233K +$27.2K +271 +13%
LWA
285
Lifelong Wealth Advisors
Minnesota
$230K +$235K +2,339 New
TWP
286
Tyche Wealth Partners
Texas
$230K +$235K +2,336 New
AP
287
Advisors Preferred
Maryland
$229K -$313K -3,117 -58%
CIA
288
Concurrent Investment Advisors
Florida
$229K +$234K +2,326 New
KWM
289
Keebeck Wealth Management
Illinois
$226K +$18.3K +182 +9%
HI
290
Harbour Investments
Wisconsin
$223K +$67.4K +671 +42%
GA
291
Goldstein Advisors
Wisconsin
$221K +$22K +219 +11%
BIG
292
Brooklyn Investment Group
New York
$218K +$221K +2,203 New
LA
293
Latitude Advisors
Florida
$218K +$223K +2,215 New
CAM
294
Concorde Asset Management
Michigan
$217K +$222K +2,205 New
TCM
295
Traub Capital Management
Massachusetts
$214K -$78.9K -785 -27%
Creative Planning
296
Creative Planning
Kansas
$204K -$188K -1,874 -47%
MWM
297
Modern Wealth Management
Kansas
$204K +$208K +2,069 New
LAA
298
Liberty Atlantic Advisors
Texas
$202K +$206K +2,053 New
TW
299
Towerpoint Wealth
California
$201K +$205K +2,044 New
IAS
300
Integrity Advisory Solutions
Texas
$201K -$2.81K -28 -1%
10 11
12
13 14