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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$15.5M +$4.76M +56,014 +44%
OIA
27
OneDigital Investment Advisors
Kansas
$15.4M +$3.83M +45,132 +33%
CI
28
CacheTech Inc
Utah
$15.2M +$1.49M +17,537 +11%
AWM
29
Adams Wealth Management
Utah
$15M +$1.29M +15,157 +9%
Nomura Asset Management
30
Nomura Asset Management
Japan
$14.8M -$1.52M -17,900 -9%
CAC
31
Certified Advisory Corp
Florida
$14.3M +$133K +1,565 +0.9%
CPG
32
Cornerstone Planning Group
New Jersey
$14.3M +$66.5K +764 +0.5%
OPCM
33
Osborne Partners Capital Management
California
$12.6M -$39.3K -462 -0.3%
3F
34
360 Financial
Minnesota
$12M +$421K +4,951 +4%
TF
35
TME Financial
California
$11.9M +$11.9M +142,736 New
MML Investors Services
36
MML Investors Services
Massachusetts
$11.2M +$2.25M +26,443 +25%
IWS
37
Insight Wealth Strategies
California
$10.8M +$10.8M +127,277 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.5M +$8.96M +102,731 +598%
AA
39
Aire Advisors
California
$10.1M +$479K +5,633 +5%
GC
40
Guggenheim Capital
Illinois
$9.69M +$332K +3,905 +4%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$9.54M +$5.36M +63,117 +128%
RWA
42
Redhawk Wealth Advisors
Minnesota
$9.32M +$9.32M +109,694 New
Jane Street
43
Jane Street
New York
$8.7M +$8.7M +102,413 New
Raymond James Financial
44
Raymond James Financial
Florida
$8.47M +$8.47M +99,737 New
Stifel Financial
45
Stifel Financial
Missouri
$8.43M +$785K +9,242 +10%
HP
46
Hilltop Partners
Indiana
$7.74M +$5.86K +69 +0.1%
OBWG
47
Onyx Bridge Wealth Group
New York
$7.66M +$7.11M +83,673 +1,283%
NA
48
NewEdge Advisors
Louisiana
$7.08M +$1.58M +18,643 +29%
UBS Group
49
UBS Group
Switzerland
$7.02M +$246K +2,894 +4%
SIM
50
SSI Investment Management
California
$6.91M +$449K +5,283 +7%
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