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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

283 hedge funds and large institutions have $1.61B invested in iShares Convertible Bond ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 41 closing their positions.

Holders
283
Holders Change
+35
Holders Change %
+14.11%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
139
Reduced
39
Closed
41
Calls
$6.14M
Puts
$81.2M
Net Calls
-$75.1M
Net Calls Change
-$60.4M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M
2
LPL Financial
2
LPL Financial
California
$96.6M
3
Jane Street
3
Jane Street
New York
$86.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.3M
5
BlackRock
5
BlackRock
New York
$62.7M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
AWM
2
AE Wealth Management
Kansas
$8.1M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$0
4
5L
4
55I LLC
Massachusetts
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$7.74M 111,531 +24,110 +28%
OPCM
27
Osborne Partners Capital Management
California
$7.56M 108,965 -1,302 -1%
ANTB
28
AMG National Trust Bank
Colorado
$6.68M 96,326 +20,728 +27%
WP
29
WealthSource Partners
California
$6.49M 93,519 +65,239 +231%
SAS
30
Sanford Advisory Services
Michigan
$5.84M 84,140 -78,567 -48%
SA
31
Stewardship Advisors
Pennsylvania
$5.58M 80,473 -868 -1%
BAAM
32
Baker Avenue Asset Management
California
$5.58M 80,459 -9,386 -10%
B
33
Barings
North Carolina
$5.4M 77,910 – –
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$5.11M 73,730 +73,730 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$4.94M 71,240 +6,284 +10%
AA
36
Aire Advisors
California
$4.86M 70,037 +13,975 +25%
CW
37
CreativeOne Wealth
Kansas
$4.49M 64,681 +37,216 +136%
NA
38
NewEdge Advisors
Louisiana
$4.38M 63,179 +12,455 +25%
HGWM
39
Horst & Graben Wealth Management
Oregon
$4.3M 62,019 +50,380 +433%
AI
40
Atria Investments
North Carolina
$4.28M 61,762 +44,433 +256%
CIAS
41
CFS Investment Advisory Services
New Jersey
$4.2M 60,557 -228,313 -79%
EH
42
Equitable Holdings
New York
$4.12M 59,439 +19,556 +49%
Truist Financial
43
Truist Financial
North Carolina
$3.98M 57,320 +10,280 +22%
IDA
44
Intelligence Driven Advisers
California
$3.9M 55,635 -21,442 -28%
AWS
45
Atria Wealth Solutions
New York
$3.79M 54,622 +42,695 +358%
T
46
TCWP
Ohio
$3.64M 52,439 +26,772 +104%
HFA
47
High Falls Advisors
New York
$3.6M 51,874 +48,079 +1,267%
HWM
48
Hohimer Wealth Management
Washington
$3.6M 51,859 -41 -0.1%
UBS Group
49
UBS Group
Switzerland
$3.56M 51,309 +33,273 +184%
KAS
50
Kestra Advisory Services
Texas
$3.55M 51,116 +45,128 +754%
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