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iShares Convertible Bond ETF

337 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, 190 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

55% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 190

73% less call options, than puts

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

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