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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
OSAM
301
O'Shaughnessy Asset Management
Connecticut
$41.1K
HPC
302
HM Payson & Co
Maine
$38.4K
SFA
303
Semmax Financial Advisors
North Carolina
$34K
CIA
304
Cape Investment Advisory
Georgia
$31.8K
WB
305
Webster Bank
Connecticut
$29.6K
AF
306
Advisornet Financial
Minnesota
$28.5K
SS
307
Sunbelt Securities
Texas
$24.2K
T
308
Transce3nd
Texas
$22.4K
SWM
309
Spire Wealth Management
Virginia
$21.8K
OLVIG
310
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K
CT
311
Clearstead Trust
Maine
$16.7K
WFA
312
Wells Financial Advisors
Massachusetts
$15.8K
BCMLT
313
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
CIAS
314
Capital Investment Advisory Services
North Carolina
$14K
PA
315
Parallel Advisors
California
$13.7K
RWS
316
Retirement Wealth Solutions
Wisconsin
$13.7K
LWMI
317
Legacy Wealth Management (Idaho)
Idaho
$9.55K
LIS
318
Legacy Investment Solutions
Idaho
$9.55K
LFG
319
Larson Financial Group
Missouri
$9.46K
FGA
320
Fortis Group Advisors
New Jersey
$9.19K
WT
321
Whittier Trust
California
$9.01K
MCM
322
MAI Capital Management
Ohio
$8.83K
Q1WB
323
Quest 10 Wealth Builders
Virginia
$7.03K
GWM
324
Geneos Wealth Management
Colorado
$6.31K
PPC
325
Park Place Capital
Alabama
$5.09K