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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

90 hedge funds and large institutions have $236M invested in iShares Convertible Bond ETF in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
33
Reduced
25
Closed
20
Calls
$11.1M
Puts
$11.1M
Net Calls
-$83K
Net Calls Change
+$11.9M

Top Buyers

1
Jane Street
Jane Street
New York
$74.3M
2
FI
FormulaFolio Investments
Michigan
$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
$9.51M
4
SL
Systelligence LLC
Minnesota
$4.5M
5
CCP
Cardan Capital Partners
Colorado
$2.19M

Top Sellers

1
BGDI
BW Gestao de Investimentos
Brazil
$46.2M
2
CM
Columbus Macro
Pennsylvania
$0
3
FAAS
First Allied Advisory Services
California
$0
4
AWM
AE Wealth Management
Kansas
$1.04M
5
SS
Simplicity Solutions
Minnesota
$934K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$1.26M +$1.11M +20,239 +754%
EH
27
Equitable Holdings
New York
$1.08M +$824K +15,148 +316%
AWM
28
AE Wealth Management
Kansas
$1.04M -$3.57M -65,631 -77%
FIM
29
Freedom Investment Management
Connecticut
$956K +$103K +1,557 +12%
SS
30
Simplicity Solutions
Minnesota
$934K -$3.52M -64,668 -79%
RFC
31
Regions Financial Corp
Alabama
$919K +$919K +16,900 New
SAM
32
Stringer Asset Management
Tennessee
$901K +$901K +16,573 New
PAG
33
Private Advisor Group
New Jersey
$878K +$44K +810 +5%
KFI
34
Key Financial Inc
Pennsylvania
$876K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$873K -$661K -12,215 -43%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$840K +$117K +2,155 +16%
LFPWM
37
Leicht Financial Planning & Wealth Management
New Jersey
$708K -$1.76M -32,385 -71%
KWA
38
KCS Wealth Advisory
California
$687K +$61.1K +1,124 +10%
OWA
39
Outlook Wealth Advisors
Texas
$571K +$571K +10,509 New
AIC
40
Archer Investment Corporation
Indiana
$520K -$245K -4,500 -32%
PG
41
Prostatis Group
Maryland
$518K +$187K +3,436 +56%
DAS
42
Dynamic Advisor Solutions
Arizona
$502K -$71.1K -1,307 -12%
Allianz Asset Management
43
Allianz Asset Management
Germany
$489K -$2.35M -43,199 -83%
EP
44
Eudaimonia Partners
Tennessee
$484K +$6.84K +126 +1%
CBFP
45
Cedar Brook Financial Partners
Ohio
$422K -$139K -2,563 -25%
Wells Fargo
46
Wells Fargo
California
$404K -$12.7K -234 -3%
IWS
47
Insight Wealth Strategies
California
$390K -$145K -2,665 -27%
ASN
48
Advisory Services Network
Georgia
$388K +$318K +5,853 +455%
BRWA
49
B. Riley Wealth Advisors
Florida
$379K -$4.08K -75 -1%
BWA
50
Burt Wealth Advisors
Maryland
$342K +$342K +6,300 New
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