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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPAM
351
Ocean Park Asset Management
California
– -$30.3M -356,700 Closed
RWA
352
Redhawk Wealth Advisors
Minnesota
– -$9.32M -109,694 Closed
FF
353
Friedenthal Financial
New Jersey
– -$4.42M -51,972 Closed
FSA
354
Financial Sense Advisors
California
– -$4.19M -49,309 Closed
QAM
355
Q3 Asset Management
Michigan
– -$4.02M -47,278 Closed
CFIM
356
Client First Investment Management
Wisconsin
– -$3.62M -42,595 Closed
FHB
357
First Hawaiian Bank
Hawaii
– -$3.47M -40,871 Closed
RL
358
Retireful LLC
Michigan
– -$2.11M -24,849 Closed
DFCM
359
Dark Forest Capital Management
Puerto Rico
– -$1.36M -15,990 Closed
CWM
360
Calamos Wealth Management
Illinois
– -$875K -10,300 Closed
SG Americas Securities
361
SG Americas Securities
New York
– -$544K -6,402 Closed
CFGS
362
Concourse Financial Group Securities
Alabama
– -$408K -4,657 Closed
Creative Planning
363
Creative Planning
Kansas
– -$393K -4,621 Closed
LWM
364
Liberty Wealth Management
California
– -$365K -4,406 Closed
RF
365
RHS Financial
California
– -$280K -3,290 Closed
KWA
366
Kingswood Wealth Advisors
California
– -$268K -3,158 Closed
FWM
367
FLP Wealth Management
Arkansas
– -$236K -2,783 Closed
SWA
368
Stratos Wealth Advisors
Ohio
– -$218K -2,562 Closed
SAW
369
Signal Advisors Wealth
Michigan
– -$216K -2,541 Closed
SG
370
StoneX Group
New York
– -$213K -2,509 Closed
IAIM
371
International Assets Investment Management
Florida
– -$204K -2,398 Closed
PPFA
372
Provida Pension Fund Administrator
Chile
– -$170K -2,000 Closed
EW
373
Element Wealth
Mississippi
– -$168K -1,975 Closed
PH
374
Pinnacle Holdings
Oklahoma
– -$129K -1,515 Closed
MFS
375
Mattson Financial Services
Michigan
– -$63.1K -754 Closed
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