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iShares Convertible Bond ETF

335 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, 189 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

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
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
WB
301
Webster Bank
Connecticut
$29.6K
AF
302
Advisornet Financial
Minnesota
$28.5K
SS
303
Sunbelt Securities
Texas
$24.2K
T
304
Transce3nd
Texas
$22.4K
SWM
305
Spire Wealth Management
Virginia
$21.8K
OLVIG
306
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K
CT
307
Clearstead Trust
Maine
$16.7K
WFA
308
Wells Financial Advisors
Massachusetts
$15.8K
BCMLT
309
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K
CIAS
310
Capital Investment Advisory Services
North Carolina
$14K
PA
311
Parallel Advisors
California
$13.7K
RWS
312
Retirement Wealth Solutions
Wisconsin
$13.7K
LWMI
313
Legacy Wealth Management (Idaho)
Idaho
$9.55K
LIS
314
Legacy Investment Solutions
Idaho
$9.55K
LFG
315
Larson Financial Group
Missouri
$9.46K
FGA
316
Fortis Group Advisors
New Jersey
$9.19K
WT
317
Whittier Trust
California
$9.01K
MCM
318
MAI Capital Management
Ohio
$8.83K
GWM
319
Geneos Wealth Management
Colorado
$6.31K
PPC
320
Park Place Capital
Alabama
$5.09K
Citigroup
321
Citigroup
New York
$4.68K
TPWA
322
Twin Peaks Wealth Advisors
California
$4.09K
SIS
323
Sound Income Strategies
Florida
$3.69K
BONH
324
Bank of New Hampshire
New Hampshire
$2.97K
SWP
325
Strategic Wealth Partners
Ohio
$2.43K