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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NS
326
NBC Securities
Alabama
$1K 18 +18 New
Jones Financial Companies
327
Jones Financial Companies
Missouri
$807 9 -14 -61%
RCM
328
Raleigh Capital Management
North Carolina
$656 7 -29 -81%
CAM
329
Creekmur Asset Management
Illinois
$379 4 -1 -20%
DFA
330
DHJJ Financial Advisors
Illinois
$91 1 – –
HNB
331
Huntington National Bank
Ohio
– – – –
NC
332
NewSquare Capital
Pennsylvania
$90 1 – –
KG
333
Kilter Group
New York
– – – –
LGA
334
Lebenthal Global Advisors
New York
– – -417,681 Closed
Deutsche Bank
335
Deutsche Bank
Germany
– – -248,000 Closed
Thrivent Financial for Lutherans
336
Thrivent Financial for Lutherans
Minnesota
– – -119,923 Closed
EC
337
Elequin Capital
New York
– – -74,362 Closed
Jane Street
338
Jane Street
New York
– – -62,066 Closed
FRA
339
FFG Retirement Advisors
Colorado
– – -31,993 Closed
BPC
340
Banque Pictet & Cie
Switzerland
– – -13,759 Closed
CAS
341
Coppell Advisory Solutions
Texas
– – -13,588 Closed
PCA
342
Prosperity Capital Advisors
Ohio
– – -12,165 Closed
GM
343
GeoWealth Management
Illinois
– – -11,567 Closed
MAM
344
Milestone Asset Management
Pennsylvania
– – -8,736 Closed
PFG
345
PAX Financial Group
Texas
– – -5,318 Closed
TSS
346
Two Sigma Securities
New York
– – -5,183 Closed
SXL
347
Summit X LLC
Missouri
– – -5,175 Closed
Lord, Abbett & Co
348
Lord, Abbett & Co
New Jersey
– – -4,890 Closed
GA
349
Goldstein Advisors
Wisconsin
– – -4,277 Closed
CAM
350
Cobblestone Asset Management
Virginia
– – -4,186 Closed
12 13
14
15 16