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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

71 hedge funds and large institutions have $221M invested in iShares Convertible Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
32
Reduced
20
Closed
9
Calls
$5.78M
Puts
$1.55M
Net Calls
+$4.23M
Net Calls Change
+$5.81M

Top Buyers

1
BGDI
BW Gestao de Investimentos
Brazil
$109M
2
FTUS
Flow Traders U.S.
New York
$5.88M
3
Bank of America
Bank of America
North Carolina
$13.7M
4
NA
NewEdge Advisors
Louisiana
$5.95M
5
Jane Street
Jane Street
New York
$23.1M

Top Sellers

1
Verition Fund Management
Verition Fund Management
Connecticut
$1.79M
2
FAAS
First Allied Advisory Services
California
$7.24M
3
CM
Columbus Macro
Pennsylvania
$7.19M
4
SC
Scotia Capital
Ontario, Canada
$0
5
MA
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$689K +$16K +276 +2%
PAG
27
Private Advisor Group
New Jersey
$584K +$52K +894 +10%
CBFP
28
Cedar Brook Financial Partners
Ohio
$552K +$67.1K +1,154 +14%
IWM
29
IHT Wealth Management
Illinois
$522K +$3.43K +59 +0.7%
AIC
30
Archer Investment Corporation
Indiana
$503K – – –
AG
31
Advisor Group
Arizona
$497K +$7.73K +133 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$469K -$6.74K -116 -1%
CCA
33
Catalyst Capital Advisors
New York
$438K +$438K +7,540 New
IWS
34
Insight Wealth Strategies
California
$425K +$425K +7,303 New
BRWA
35
B. Riley Wealth Advisors
Florida
$409K -$2.1K -36 -0.5%
NR
36
Newfound Research
Massachusetts
$333K +$52.7K +906 +19%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$330K -$4.48K -77 -1%
PK
38
Pflug Koory
Nebraska
$315K +$120K +2,068 +62%
AAS
39
Avantax Advisory Services
Texas
$304K +$13K +224 +4%
AWM
40
AE Wealth Management
Kansas
$291K +$291K +5,011 New
FA
41
FDx Advisors
Illinois
$289K -$114K -1,969 -28%
Wells Fargo
42
Wells Fargo
California
$270K – – –
CG
43
Colony Group
Massachusetts
$251K +$6.64K +114 +3%
SI
44
Stephens Inc
Arkansas
$245K -$29.1K -500 -11%
CIBC World Market
45
CIBC World Market
Ontario, Canada
$238K +$238K +4,098 New
CA
46
Calton & Associates
Florida
$226K -$582 -10 -0.3%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$224K -$107K -1,831 -32%
Creative Planning
48
Creative Planning
Kansas
$223K +$223K +3,830 New
GIA
49
Gladstone Institutional Advisory
Florida
$220K -$229K -3,929 -51%
LTI
50
Laffer Tengler Investments
Tennessee
$204K +$99.7K +1,715 +96%
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