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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
1832 Asset Management
26
1832 Asset Management
Ontario, Canada
$11.6M 128,432 +7,739 +6%
BWP
27
BlueStem Wealth Partners
Minnesota
$11.1M 123,186 -75,330 -38%
OIA
28
OneDigital Investment Advisors
Kansas
$11.1M 123,178 -60,050 -33%
AA
29
Aire Advisors
California
$11M 121,568 +428 +0.4%
Nomura Asset Management
30
Nomura Asset Management
Japan
$10.7M 119,059 -55,577 -32%
TCM
31
Tradewinds Capital Management
Washington
$10.7M 118,553 -89,238 -43%
GC
32
Guggenheim Capital
Illinois
$10.7M 118,220 -2,132 -2%
ACM
33
Advance Capital Management
Michigan
$9.83M 109,099 +109,099 New
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$8.73M 96,947 -54,350 -36%
Stifel Financial
35
Stifel Financial
Missouri
$8.32M 92,358 -13,057 -12%
Raymond James Financial
36
Raymond James Financial
Florida
$8.29M 92,001 -7,792 -8%
HP
37
Hilltop Partners
Indiana
$8.27M 91,793 -22,944 -20%
UBS Group
38
UBS Group
Switzerland
$8.25M 91,606 -3,242 -3%
FIA
39
Foundations Investment Advisors
Arizona
$7.51M 83,407 -8,190 -9%
FGC
40
Financial Gravity Companies
Texas
$7.51M 83,388 +83,388 New
AssetMark Inc
41
AssetMark Inc
California
$7.22M 80,105 -14,242 -15%
SIM
42
SSI Investment Management
California
$6.59M 73,095 -4,759 -6%
MWM
43
Mascagni Wealth Management
Mississippi
$6.28M 69,670 +5,278 +8%
FCC
44
Florin Court Capital
United Kingdom
$6.09M 67,627 +30,919 +84%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.78M 64,062 -2,859 -4%
CWA
46
Centerline Wealth Advisors
Kentucky
$5.77M 64,051 +243 +0.4%
NA
47
NewEdge Advisors
Louisiana
$5.65M 62,693 -28,543 -31%
AAS
48
Ameritas Advisory Services
Nebraska
$5.6M 62,107 -3,278 -5%
Osaic Holdings
49
Osaic Holdings
Arizona
$5.45M 63,989 -141,322 -69%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$5.4M 59,964 -32,866 -35%
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