ICVT icon

iShares Convertible Bond ETF

335 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, 189 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

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

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