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
DWP
351
Destiny Wealth Partners
Florida
$42.3K
SS
352
Sunbelt Securities
Texas
$39K
SIS
353
Sound Income Strategies
Florida
$38.6K
MG
354
Mather Group
Illinois
$36K
AF
355
Advisornet Financial
Minnesota
$33.8K
EWA
356
EverSource Wealth Advisors
Alabama
$28.5K
OWA
357
Opal Wealth Advisors
New York
$28.1K
SGK
358
Steigerwald Gordon & Koch
Virginia
$26K
CAN
359
Capital Advisor Network
Indiana
$24.8K
RF
360
Rossby Financial
Florida
$23.6K
MWA
361
Merkkuri Wealth Advisors
New York
$20.2K
CT
362
Clearstead Trust
Maine
$18.8K
GM
363
GeoWealth Management
Illinois
$16.7K
CIAS
364
Capital Investment Advisory Services
North Carolina
$15.8K
SWM
365
Spire Wealth Management
Virginia
$15.4K
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$12.7K
UBS AM
367
UBS AM
Illinois
$12.7K
RWS
368
Retirement Wealth Solutions
Wisconsin
$10.9K
LWMI
369
Legacy Wealth Management (Idaho)
Idaho
$10.8K
LFG
370
Larson Financial Group
Missouri
$10.7K
FGA
371
Fortis Group Advisors
New Jersey
$10.4K
APW
372
Aventura Private Wealth
Florida
$10.2K
Simplex Trading
373
Simplex Trading
Illinois
$10.2K
BONH
374
Bank of New Hampshire
New Hampshire
$9.47K
KFAS
375
Keating Financial Advisory Services
Kansas
$8.75K