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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
26
Nomura Asset Management
Japan
$14.6M – – –
AWM
27
Adams Wealth Management
Utah
$14.4M -$331K -3,962 -2%
CI
28
CacheTech Inc
Utah
$14.4M -$312K -3,790 -2%
CAC
29
Certified Advisory Corp
Florida
$13.8M -$206K -2,458 -1%
CPG
30
Cornerstone Planning Group
New Jersey
$13.7M +$97.5K +1,175 +0.7%
TF
31
TME Financial
California
$13.2M +$1.25M +14,905 +10%
OPCM
32
Osborne Partners Capital Management
California
$13M +$629K +7,522 +5%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$12.6M -$2.63M -31,443 -17%
3F
34
360 Financial
Minnesota
$12.2M +$406K +4,850 +3%
OBWG
35
Onyx Bridge Wealth Group
New York
$11.3M +$3.75M +44,818 +50%
MML Investors Services
36
MML Investors Services
Massachusetts
$11.2M +$169K +2,019 +2%
IWS
37
Insight Wealth Strategies
California
$10.8M +$124K +1,483 +1%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$10.5M – – –
AA
39
Aire Advisors
California
$10.1M +$156K +1,861 +2%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$10.1M -$45.4M -542,665 -82%
GC
41
Guggenheim Capital
Illinois
$10.1M +$529K +6,331 +6%
HP
42
Hilltop Partners
Indiana
$9.59M +$1.97M +23,620 +26%
Stifel Financial
43
Stifel Financial
Missouri
$8.81M +$514K +6,146 +6%
Raymond James Financial
44
Raymond James Financial
Florida
$8.34M +$4.68K +56 +0.1%
UBS Group
45
UBS Group
Switzerland
$7.93M +$1.02M +12,233 +15%
AssetMark Inc
46
AssetMark Inc
California
$7.89M -$13.8M -165,024 -64%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.76M -$1.63M -19,440 -17%
FIA
48
Foundations Investment Advisors
Arizona
$7.66M +$1.24M +14,843 +19%
NA
49
NewEdge Advisors
Louisiana
$7.63M +$659K +7,886 +9%
PAS
50
Park Avenue Securities
New York
$6.7M +$152K +1,823 +2%
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