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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B 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, 190 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: 190

73% less call options, than puts

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

Holders
339
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
TPWA
326
Twin Peaks Wealth Advisors
California
$4.09K
SIS
327
Sound Income Strategies
Florida
$3.69K
BONH
328
Bank of New Hampshire
New Hampshire
$2.97K
SWP
329
Strategic Wealth Partners
Ohio
$2.43K
PSFG
330
Park Square Financial Group
Georgia
$2.07K
RWPA
331
Richard W. Paul & Associates
Michigan
$1.44K
GWANC
332
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35K
OP
333
ORG Partners
Indiana
$1.16K
NS
334
NBC Securities
Alabama
$1K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$807
RCM
336
Raleigh Capital Management
North Carolina
$656
CAM
337
Creekmur Asset Management
Illinois
$379
DFA
338
DHJJ Financial Advisors
Illinois
$91
NC
339
NewSquare Capital
Pennsylvania
$90
HNB
340
Huntington National Bank
Ohio
$90
KG
341
Kilter Group
New York
$24
LGA
342
Lebenthal Global Advisors
New York
Deutsche Bank
343
Deutsche Bank
Germany
Thrivent Financial for Lutherans
344
Thrivent Financial for Lutherans
Minnesota
EC
345
Elequin Capital
New York
Jane Street
346
Jane Street
New York
FRA
347
FFG Retirement Advisors
Colorado
BPC
348
Banque Pictet & Cie
Switzerland
CAS
349
Coppell Advisory Solutions
Texas
GM
350
GeoWealth Management
Illinois