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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
LPL Financial
California
$80.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$125M
3
PWMG
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
Gradient Investments
Minnesota
$0
3
FAIM
Financial Advocates Investment Management
Washington
$286K
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
LL
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
301
HM Payson & Co
Maine
$36.2K – – –
SFA
302
Semmax Financial Advisors
North Carolina
$34.8K +$15.2K +172 +78%
PA
303
PSI Advisors
Florida
$28.6K +$28.6K +336 New
LFG
304
Larson Financial Group
Missouri
$25.9K – – –
WFA
305
Wells Financial Advisors
Massachusetts
$25.9K +$25.9K +305 New
EWA
306
EverSource Wealth Advisors
Alabama
$25.3K -$11.9K -140 -32%
SS
307
Sunbelt Securities
Texas
$24.3K +$170 +2 +0.7%
OLVIG
308
Oliver Lagore Vanvalin Investment Group
Michigan
$22.2K +$8.74K +103 +65%
WB
309
Webster Bank
Connecticut
$20.7K +$10.2K +120 +97%
RWS
310
Retirement Wealth Solutions
Wisconsin
$20.4K +$20.4K +240 New
TAM
311
Tucker Asset Management
Colorado
$19.4K +$1.53K +18 +9%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$19K +$17K +200 +833%
AF
313
Advisornet Financial
Minnesota
$18.7K -$38.4K -452 -67%
BCMLT
314
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.9K +$85 +1 +0.5%
PA
315
Parallel Advisors
California
$16.1K +$9.69K +114 +152%
T
316
Transce3nd
Texas
$14.3K +$14.3K +168 New
CAS
317
Coppell Advisory Solutions
Texas
$13.3K +$936 +11 +8%
CIAS
318
Capital Investment Advisory Services
North Carolina
$13.2K – – –
RCM
319
Raleigh Capital Management
North Carolina
$11.8K +$1.53K +18 +15%
WWP
320
WR Wealth Planners
Missouri
$11.5K -$6.03K -71 -34%
FWA
321
FSC Wealth Advisors
New York
$11.3K – – –
CIA
322
Cape Investment Advisory
Georgia
$11.1K +$2.38K +28 +27%
WT
323
Whittier Trust
California
$11K – – –
MCM
324
MAI Capital Management
Ohio
$10.5K +$10.5K +123 New
VWWMG
325
Vermillion & White Wealth Management Group
Pennsylvania
$9.94K – – –
11 12
13
14 15