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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
MCM
376
Manchester Capital Management
Vermont
$8.24K
IW
377
Imprint Wealth
South Carolina
$8.14K
MCM
378
MAI Capital Management
Ohio
$7.43K
GWM
379
Geneos Wealth Management
Colorado
$7.13K
KCM
380
Key Capital Management
Tennessee
$6.01K
PIS
381
POM Investment Strategies
North Carolina
$6.01K
SEP
382
Signature Equity Partners
Ohio
$5.82K
CA
383
Clearstead Advisors
Ohio
$5.6K
Q1WB
384
Quest 10 Wealth Builders
Virginia
$5.09K
SIC
385
Salem Investment Counselors
North Carolina
$4.68K
SWP
386
Strategic Wealth Partners
Ohio
$4.68K
PPC
387
Park Place Capital
Alabama
$4.48K
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$4.25K
HHCP
389
Hilton Head Capital Partners
South Carolina
$2.85K
WT
390
Whittier Trust
California
$2.6K
FFL
391
Financial Freedom LLC
Ohio
$2.24K
SC
392
Swan Capital
Florida
$2.14K
BH
393
Burk Holdings
Oklahoma
$1.83K
AIM
394
Arcadia Investment Management
Michigan
$1.53K
RCM
395
Raleigh Capital Management
North Carolina
$1.47K
NS
396
NBC Securities
Alabama
$1.32K
MCA
397
McGuire Capital Advisors
Oklahoma
$1.32K
Jones Financial Companies
398
Jones Financial Companies
Missouri
$1.31K
BLC
399
Brown, Lisle/Cummings
Rhode Island
$1.12K
RWPA
400
Richard W. Paul & Associates
Michigan
$814