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iShares Convertible Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
376
Franklin Resources
California
-$61.6K -725 Closed
EPW
377
Endeavor Private Wealth
Kansas
-$44.8K -527 Closed
TC
378
Truvestments Capital
Florida
-$4.42K -52 Closed
VWM
379
Venturi Wealth Management
Texas
-$2.13K -25 Closed
OC
380
Oarsman Capital
Wisconsin
-$1.02K -12 Closed
Fidelity Investments
381
Fidelity Investments
Massachusetts
-$170 -2 Closed