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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
301
HM Payson & Co
Maine
$38.4K
SFA
302
Semmax Financial Advisors
North Carolina
$34K
CIA
303
Cape Investment Advisory
Georgia
$31.8K
WB
304
Webster Bank
Connecticut
$29.6K
AF
305
Advisornet Financial
Minnesota
$28.5K
SS
306
Sunbelt Securities
Texas
$24.2K
T
307
Transce3nd
Texas
$22.4K
SWM
308
Spire Wealth Management
Virginia
$21.8K
OLVIG
309
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K
CT
310
Clearstead Trust
Maine
$16.7K
WFA
311
Wells Financial Advisors
Massachusetts
$15.8K
BCMLT
312
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
CIAS
313
Capital Investment Advisory Services
North Carolina
$14K
PA
314
Parallel Advisors
California
$13.7K
RWS
315
Retirement Wealth Solutions
Wisconsin
$13.7K
LWMI
316
Legacy Wealth Management (Idaho)
Idaho
$9.55K
LIS
317
Legacy Investment Solutions
Idaho
$9.55K
LFG
318
Larson Financial Group
Missouri
$9.46K
FGA
319
Fortis Group Advisors
New Jersey
$9.19K
WT
320
Whittier Trust
California
$9.01K
MCM
321
MAI Capital Management
Ohio
$8.83K
Q1WB
322
Quest 10 Wealth Builders
Virginia
$7.03K
GWM
323
Geneos Wealth Management
Colorado
$6.31K
PPC
324
Park Place Capital
Alabama
$5.09K
Citigroup
325
Citigroup
New York
$4.68K