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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
301
Spire Wealth Management
Virginia
$21.8K 242 -215 -47%
OLVIG
302
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K 232 +232 New
CT
303
Clearstead Trust
Maine
$16.7K 185 +185 New
WFA
304
Wells Financial Advisors
Massachusetts
$15.8K 175 -130 -43%
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K 175 +1 +0.6%
CIAS
306
Capital Investment Advisory Services
North Carolina
$14K 155 – –
PA
307
Parallel Advisors
California
$13.7K 152 – –
RWS
308
Retirement Wealth Solutions
Wisconsin
$13.7K 152 -88 -37%
LWMI
309
Legacy Wealth Management (Idaho)
Idaho
$9.55K 106 – –
LIS
310
Legacy Investment Solutions
Idaho
$9.55K 106 +106 New
LFG
311
Larson Financial Group
Missouri
$9.46K 105 – –
FGA
312
Fortis Group Advisors
New Jersey
$9.19K 102 – –
WT
313
Whittier Trust
California
$9.01K 100 -30 -23%
MCM
314
MAI Capital Management
Ohio
$8.83K 98 – –
GWM
315
Geneos Wealth Management
Colorado
$6.31K 70 -70 -50%
PPC
316
Park Place Capital
Alabama
$5.09K 57 -36 -39%
Citigroup
317
Citigroup
New York
$4.69K 52 -106 -67%
TPWA
318
Twin Peaks Wealth Advisors
California
$4.09K 44 +44 New
SIS
319
Sound Income Strategies
Florida
$3.69K 41 +29 +242%
BONH
320
Bank of New Hampshire
New Hampshire
$2.97K 33 – –
SWP
321
Strategic Wealth Partners
Ohio
$2.43K 27 +27 New
PSFG
322
Park Square Financial Group
Georgia
$2.07K 23 +4 +21%
RWPA
323
Richard W. Paul & Associates
Michigan
$1.44K 16 – –
GWANC
324
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35K 15 – –
OP
325
ORG Partners
Indiana
$1.16K 13 +13 New
11 12
13
14 15