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iShares Convertible Bond ETF

337 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 190 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

55% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 190

73% less call options, than puts

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

Holders
337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CIA
301
Cape Investment Advisory
Georgia
$31.8K
WB
302
Webster Bank
Connecticut
$29.6K
AF
303
Advisornet Financial
Minnesota
$28.5K
SS
304
Sunbelt Securities
Texas
$24.2K
T
305
Transce3nd
Texas
$22.4K
SWM
306
Spire Wealth Management
Virginia
$21.8K
OLVIG
307
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K
CT
308
Clearstead Trust
Maine
$16.7K
WFA
309
Wells Financial Advisors
Massachusetts
$15.8K
BCMLT
310
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
CIAS
311
Capital Investment Advisory Services
North Carolina
$14K
PA
312
Parallel Advisors
California
$13.7K
RWS
313
Retirement Wealth Solutions
Wisconsin
$13.7K
LWMI
314
Legacy Wealth Management (Idaho)
Idaho
$9.55K
LIS
315
Legacy Investment Solutions
Idaho
$9.55K
LFG
316
Larson Financial Group
Missouri
$9.46K
FGA
317
Fortis Group Advisors
New Jersey
$9.19K
WT
318
Whittier Trust
California
$9.01K
MCM
319
MAI Capital Management
Ohio
$8.83K
Q1WB
320
Quest 10 Wealth Builders
Virginia
$7.03K
GWM
321
Geneos Wealth Management
Colorado
$6.31K
PPC
322
Park Place Capital
Alabama
$5.09K
Citigroup
323
Citigroup
New York
$4.68K
TPWA
324
Twin Peaks Wealth Advisors
California
$4.09K
SIS
325
Sound Income Strategies
Florida
$3.69K