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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
301
Founders Financial Alliance
North Carolina
$42.5K +$84 +1 +0.2%
SS
302
Sunbelt Securities
Texas
$42K +$18.2K +217 +76%
AWM
303
Abound Wealth Management
Tennessee
$41.5K +$41.5K +497 New
AFS
304
Anderson Financial Strategies
Ohio
$38.6K +$38.6K +461 New
SWM
305
Spire Wealth Management
Virginia
$38.2K +$418 +5 +1%
SFA
306
Semmax Financial Advisors
North Carolina
$37.3K +$3.37K +39 +10%
HPC
307
HM Payson & Co
Maine
$35.6K – – –
CIA
308
Cape Investment Advisory
Georgia
$29.7K +$18.7K +224 +171%
PA
309
PSI Advisors
Florida
$29.5K +$1.42K +17 +5%
CRFG
310
Columbia River Financial Group
Washington
$29K +$29K +352 New
WPA
311
Wealth Preservation Advisors
Tennessee
$28.9K +$28.9K +346 New
WB
312
Webster Bank
Connecticut
$26.2K +$5.77K +69 +28%
WFA
313
Wells Financial Advisors
Massachusetts
$25.5K – – –
RWS
314
Retirement Wealth Solutions
Wisconsin
$20.1K – – –
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$19.4K +$669 +8 +4%
AF
316
Advisornet Financial
Minnesota
$18.3K -$168 -2 -0.9%
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.5K -$3.09K -37 -18%
UBS AM
318
UBS AM
Illinois
$14.5K +$14.5K +173 New
T
319
Transce3nd
Texas
$13.7K -$334 -4 -2%
CCM
320
Coldstream Capital Management
Washington
$13.5K +$13.5K +162 New
Citigroup
321
Citigroup
New York
$13.2K +$9.2K +110 +229%
CIAS
322
Capital Investment Advisory Services
North Carolina
$13K – – –
PA
323
Parallel Advisors
California
$12.7K -$3.09K -37 -20%
GWM
324
Geneos Wealth Management
Colorado
$11.7K +$5.85K +70 +100%
FWA
325
FSC Wealth Advisors
New York
$11.1K – – –
11 12
13
14 15