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iShares Convertible Bond ETF

222 hedge funds and large institutions have $734M invested in iShares Convertible Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 118 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

48% less capital invested

Capital invested by funds: $1.41B → $734M (-$681M)

56% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 118

75% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 119

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.2M
Puts
$95.7M
Net Calls
Net Calls Change

Top Buyers

1 +$57M
2 +$34.6M
3 +$15.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
AWM
Adams Wealth Management
Utah
+$8.17M

Top Sellers

1 -$305M
2 -$88.2M
3 -$64.6M
4
BlackRock
BlackRock
New York
-$45.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$5.55M
27
$5.21M
28
$5.14M
29
$4.95M
30
$4.78M
31
$4.57M
32
$4.54M
33
$4.27M
34
$4.14M
35
$3.9M
36
$3.62M
37
$3.43M
38
$3.39M
39
$3.35M
40
$3.34M
41
$3.11M
42
$2.83M
43
$2.64M
44
$2.59M
45
$2.58M
46
$2.55M
47
$2.54M
48
$2.52M
49
$2.49M
50
$2.45M