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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

104 hedge funds and large institutions have $492M invested in iShares Convertible Bond ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
32
Increased
33
Reduced
31
Closed
18
Calls
$24.4M
Puts
$9.98M
Net Calls
+$14.4M
Net Calls Change
+$14.5M

Top Buyers

1
BGDI
1
BW Gestao de Investimentos
Brazil
$184M
2
GI
2
Gradient Investments
Minnesota
$39.4M
3
AWM
3
AE Wealth Management
Kansas
$23.1M
4
SS
4
Simplicity Solutions
Minnesota
$22.6M
5
RJA
5
Raymond James & Associates
Florida
$18.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
NA
3
NewEdge Advisors
Louisiana
$0
4
BSAM
4
Blue Sky Asset Management
Colorado
$0
5
FI
5
FormulaFolio Investments
Michigan
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.72M -$1.43M -20,170 -35%
CFGS
27
Concourse Financial Group Securities
Alabama
$2.6M -$233K -3,285 -8%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.58M -$266K -3,746 -9%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.17M -$47.5K -669 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.13M -$766K -10,794 -26%
SA
31
Stewardship Advisors
Pennsylvania
$1.77M +$76.8K +1,082 +5%
IA
32
IFP Advisors
Florida
$1.67M +$62.2K +889 +4%
FANJ
33
Financial Architects (New Jersey)
New Jersey
$1.63M -$43.8K -617 -3%
PWM
34
Provident Wealth Management
Tennessee
$1.58M -$233K -3,282 -13%
OWA
35
Outlook Wealth Advisors
Texas
$1.53M +$781K +11,014 +105%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$1.5M -$223K -3,146 -13%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.49M +$346K +4,876 +30%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.37M +$1.37M +19,236 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.31M +$218K +3,073 +20%
MWM
40
Merriman Wealth Management
Washington
$1.11M +$1.11M +15,654 New
KFI
41
Key Financial Inc
Pennsylvania
$1.11M -$6.86K -98 -0.6%
WMA
42
Wealth Management Associates
New Jersey
$883K +$883K +12,450 New
SAG
43
Spotlight Asset Group
Illinois
$872K +$872K +12,291 New
FIM
44
Freedom Investment Management
Connecticut
$866K -$161K -2,265 -16%
KWA
45
KCS Wealth Advisory
California
$849K -$48.3K -681 -5%
GWM
46
Geneos Wealth Management
Colorado
$822K +$822K +11,581 New
JWCA
47
J.W. Cole Advisors
Florida
$800K +$800K +11,275 New
DAS
48
Dynamic Advisor Solutions
Arizona
$687K +$31.7K +446 +5%
FIA
49
Foundations Investment Advisors
Arizona
$686K +$686K +9,497 New
SAM
50
Secure Asset Management
Michigan
$681K +$681K +9,592 New
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