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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
301
StoneX Group
New York
$238K
FPAS
302
Focus Partners Advisor Solutions
Missouri
$238K
PA
303
Parallel Advisors
California
$235K
RA
304
RFG Advisory
Alabama
$234K
IAS
305
Integrity Advisory Solutions
Texas
$226K
GWP
306
Gateway Wealth Partners
Wisconsin
$225K
XT
307
XTX Topco
Cayman Islands
$224K
I
308
INVST
Indiana
$223K
TCM
309
Traub Capital Management
Massachusetts
$222K
MC
310
Moors & Cabot
Massachusetts
$220K
MYIA
311
Mount Yale Investment Advisors
Colorado
$211K
LA
312
Latitude Advisors
Florida
$210K
TVM
313
True Vision MN
Minnesota
$210K
GS
314
GWN Securities
Florida
$209K
LAA
315
Liberty Atlantic Advisors
Texas
$208K
BTI
316
Blue Trust Inc
Georgia
$192K
GSWM
317
Golden State Wealth Management
California
$188K
HIA
318
Harbor Investment Advisory
Maryland
$183K
DCM
319
Dorato Capital Management
Colorado
$176K
CF
320
Centaurus Financial
California
$153K
US Bancorp
321
US Bancorp
Minnesota
$141K
GWP
322
Gen-Wealth Partners
Michigan
$141K
PFM
323
Phillips Financial Management
Indiana
$137K
KFG
324
Kingdom Financial Group
Arizona
$126K
LAS
325
Lloyd Advisory Services
Georgia
$126K