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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
326
Whittier Trust
California
$10.9K – – –
HNB
327
Huntington National Bank
Ohio
$10.8K -$85 – –
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$9.71K – – –
MG
329
Mather Group
Illinois
$9.28K – – –
LWMI
330
Legacy Wealth Management (Idaho)
Idaho
$8.86K – – –
LFG
331
Larson Financial Group
Missouri
$8.78K -$16.7K -200 -66%
FGA
332
Fortis Group Advisors
New Jersey
$8.53K – – –
MCM
333
MAI Capital Management
Ohio
$8.19K -$2.09K -25 -20%
Q1WB
334
Quest 10 Wealth Builders
Virginia
$7.86K +$4.93K +59 +169%
PPC
335
Park Place Capital
Alabama
$7.78K – – –
SAM
336
Smartleaf Asset Management
Massachusetts
$6.55K +$6.55K +78 New
CA
337
Crewe Advisors
Utah
$3.43K +$3.43K +41 New
CAWM
338
Capital A Wealth Management
Pennsylvania
$3.09K – – –
RCM
339
Raleigh Capital Management
North Carolina
$3.03K -$8.66K -103 -74%
BONH
340
Bank of New Hampshire
New Hampshire
$2.76K – – –
Jones Financial Companies
341
Jones Financial Companies
Missouri
$1.93K +$1.93K +23 New
PSFG
342
Park Square Financial Group
Georgia
$1.59K -$502 -6 -24%
RWPA
343
Richard W. Paul & Associates
Michigan
$1.34K -$871K -10,415 -100%
GWANC
344
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.25K – – –
SIS
345
Sound Income Strategies
Florida
$1K +$1K +12 New
CAM
346
Creekmur Asset Management
Illinois
$379 – – –
DWM
347
Darwin Wealth Management
Florida
$339 – – –
NC
348
NewSquare Capital
Pennsylvania
$84 – – –
DFA
349
DHJJ Financial Advisors
Illinois
$84 – – –
Bank of Nova Scotia
350
Bank of Nova Scotia
Ontario, Canada
– -$34M -399,700 Closed
12 13
14
15 16