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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
276
Westco Advisory Services
New York
$278K
LWA
277
Lifelong Wealth Advisors
Minnesota
$274K
KWA
278
Kingswood Wealth Advisors
California
$272K
BPA
279
Beacon Pointe Advisors
California
$272K
SPIA
280
Steward Partners Investment Advisory
New York
$271K
BWA
281
BCU Wealth Advisors
Illinois
$268K
JIR
282
James Investment Research
Ohio
$267K
WIA
283
World Investment Advisors
California
$267K
BAM
284
Belpointe Asset Management
Nevada
$262K
SHIM
285
Stone House Investment Management
Pennsylvania
$262K
SFG
286
Sovereign Financial Group
Connecticut
$261K
BWMG
287
Barnes Wealth Management Group
California
$261K
FFG
288
Frisch Financial Group
New York
$260K
OWA
289
One Wealth Advisors
California
$260K
FNBTCON
290
First National Bank & Trust Co of Newtown
Pennsylvania
$258K
RIA
291
Regal Investment Advisors
Michigan
$257K
CWS
292
Cypress Wealth Services
California
$255K
BIA
293
Bigelow Investment Advisors
Maine
$252K
IEFM
294
IQ EQ Fund Management
Ireland
$252K
EFG
295
Elevated Financial Group
Indiana
$252K
LWM
296
Liberty Wealth Management
California
$243K
KFSC
297
Keystone Financial Services (Colorado)
Colorado
$243K
GA
298
Goldstein Advisors
Wisconsin
$240K
DWAM
299
Duncan Williams Asset Management
Tennessee
$239K
HI
300
Harbour Investments
Wisconsin
$239K