We are live on ! Find out more
ICVT icon

iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAS
326
HBW Advisory Services
California
$122K
JWM
327
JPL Wealth Management
Colorado
$117K
ACA
328
Aptus Capital Advisors
Alabama
$112K
RFP
329
Root Financial Partners
California
$111K
IA
330
IFG Advisory
Georgia
$107K
DF
331
Dunhill Financial
United Kingdom
$97.7K
HFS
332
Hantz Financial Services
Michigan
$96K
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$93.7K
EWP
334
Elevation Wealth Partners
California
$92.7K
AA
335
Ancora Advisors
Ohio
$71.3K
EWM
336
Evolution Wealth Management
Florida
$70.8K
BNP Paribas Financial Markets
337
BNP Paribas Financial Markets
France
$64.5K
NB
338
NBT Bank
New York
$63.2K
JWA
339
JFS Wealth Advisors
Pennsylvania
$62K
TPWA
340
Twin Peaks Wealth Advisors
California
$61.8K
Citigroup
341
Citigroup
New York
$61.2K
HNB
342
Huntington National Bank
Ohio
$60.6K
ATS
343
Ashton Thomas Securities
New York
$57.9K
FFA
344
Founders Financial Alliance
North Carolina
$52.5K
BCM
345
Boreal Capital Management
Florida
$50.9K
EI
346
EFG International
$50K
TWC
347
TD Waterhouse Canada
Ontario, Canada
$48.5K
PRAG
348
Portfolio Resources Advisor Group
Florida
$47.6K
VR
349
Vision Retirement
New Jersey
$47.4K
HPC
350
HM Payson & Co
Maine
$43.4K