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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
26
Osborne Partners Capital Management
California
$14M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$13.9M
3F
28
360 Financial
Minnesota
$13.5M
MML Investors Services
29
MML Investors Services
Massachusetts
$13M
1832 Asset Management
30
1832 Asset Management
Ontario, Canada
$11.6M
BWP
31
BlueStem Wealth Partners
Minnesota
$11.1M
OIA
32
OneDigital Investment Advisors
Kansas
$11.1M
AA
33
Aire Advisors
California
$11M
Nomura Asset Management
34
Nomura Asset Management
Japan
$10.7M
TCM
35
Tradewinds Capital Management
Washington
$10.7M
GC
36
Guggenheim Capital
Illinois
$10.7M
ACM
37
Advance Capital Management
Michigan
$9.83M
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$8.73M
Stifel Financial
39
Stifel Financial
Missouri
$8.32M
Raymond James Financial
40
Raymond James Financial
Florida
$8.29M
HP
41
Hilltop Partners
Indiana
$8.27M
UBS Group
42
UBS Group
Switzerland
$8.25M
FIA
43
Foundations Investment Advisors
Arizona
$7.51M
FGC
44
Financial Gravity Companies
Texas
$7.51M
AssetMark Inc
45
AssetMark Inc
California
$7.22M
SIM
46
SSI Investment Management
California
$6.59M
MWM
47
Mascagni Wealth Management
Mississippi
$6.28M
FCC
48
Florin Court Capital
United Kingdom
$6.09M
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$5.78M
CWA
50
Centerline Wealth Advisors
Kentucky
$5.77M