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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
Citigroup
326
Citigroup
New York
$4.68K
TPWA
327
Twin Peaks Wealth Advisors
California
$4.09K
SIS
328
Sound Income Strategies
Florida
$3.69K
BONH
329
Bank of New Hampshire
New Hampshire
$2.97K
SWP
330
Strategic Wealth Partners
Ohio
$2.43K
PSFG
331
Park Square Financial Group
Georgia
$2.07K
RWPA
332
Richard W. Paul & Associates
Michigan
$1.44K
GWANC
333
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.35K
OP
334
ORG Partners
Indiana
$1.16K
NS
335
NBC Securities
Alabama
$1K
Jones Financial Companies
336
Jones Financial Companies
Missouri
$807
RCM
337
Raleigh Capital Management
North Carolina
$656
CAM
338
Creekmur Asset Management
Illinois
$379
DFA
339
DHJJ Financial Advisors
Illinois
$91
HNB
340
Huntington National Bank
Ohio
$90
NC
341
NewSquare Capital
Pennsylvania
$90
KG
342
Kilter Group
New York
$24
LGA
343
Lebenthal Global Advisors
New York
Deutsche Bank
344
Deutsche Bank
Germany
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
EC
346
Elequin Capital
New York
Jane Street
347
Jane Street
New York
FRA
348
FFG Retirement Advisors
Colorado
BPC
349
Banque Pictet & Cie
Switzerland
CAS
350
Coppell Advisory Solutions
Texas