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iShares Convertible Bond ETF

334 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 188

73% less call options, than puts

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

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
3F
26
360 Financial
Minnesota
$13.5M
MML Investors Services
27
MML Investors Services
Massachusetts
$13M
1832 Asset Management
28
1832 Asset Management
Ontario, Canada
$11.6M
BWP
29
BlueStem Wealth Partners
Minnesota
$11.1M
OIA
30
OneDigital Investment Advisors
Kansas
$11.1M
AA
31
Aire Advisors
California
$11M
Nomura Asset Management
32
Nomura Asset Management
Japan
$10.7M
TCM
33
Tradewinds Capital Management
Washington
$10.7M
GC
34
Guggenheim Capital
Illinois
$10.7M
ACM
35
Advance Capital Management
Michigan
$9.83M
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$8.73M
Stifel Financial
37
Stifel Financial
Missouri
$8.32M
Raymond James Financial
38
Raymond James Financial
Florida
$8.29M
HP
39
Hilltop Partners
Indiana
$8.27M
UBS Group
40
UBS Group
Switzerland
$8.25M
FIA
41
Foundations Investment Advisors
Arizona
$7.51M
FGC
42
Financial Gravity Companies
Texas
$7.51M
AssetMark Inc
43
AssetMark Inc
California
$7.22M
SIM
44
SSI Investment Management
California
$6.59M
MWM
45
Mascagni Wealth Management
Mississippi
$6.28M
FCC
46
Florin Court Capital
United Kingdom
$6.09M
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$5.78M
CWA
48
Centerline Wealth Advisors
Kentucky
$5.77M
NA
49
NewEdge Advisors
Louisiana
$5.65M
AAS
50
Ameritas Advisory Services
Nebraska
$5.6M