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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
FGC
3
Financial Gravity Companies
Texas
$7.51M
4
SL
4
Systelligence LLC
Minnesota
$14.5M
5
FF
5
Friedenthal Financial
New Jersey
$4.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$5.27M 58,453 -2,838 -5%
HighTower Advisors
52
HighTower Advisors
Illinois
$5.05M 56,016 -3,577 -6%
DAS
53
Dynamic Advisor Solutions
Arizona
$5.01M 55,592 +3,649 +7%
Mariner
54
Mariner
Kansas
$4.94M 54,844 -11,553 -17%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$4.87M 54,066 +31,263 +137%
Renaissance Technologies
56
Renaissance Technologies
New York
$4.69M 52,100 +37,600 +259%
BFG
57
Baron Financial Group
New Jersey
$4.45M 49,381 +310 +0.6%
AWM
58
AE Wealth Management
Kansas
$4.41M 48,905 +37,004 +311%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$4.29M 47,611 -7,157 -13%
FF
60
Friedenthal Financial
New Jersey
$4.29M 47,608 +47,608 New
WIA
61
Wetzel Investment Advisors
Indiana
$4.19M 46,460 -1,653 -3%
HFA
62
Hershey Financial Advisers
Pennsylvania
$4.12M 45,709 +45,709 New
PAS
63
Park Avenue Securities
New York
$4.05M 44,921 -35,199 -44%
TF
64
TME Financial
California
$3.92M 43,491 -114,150 -72%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$3.91M 43,436 -24,063 -36%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$3.88M 43,058 +28,158 +189%
HFS
67
Horizon Financial Services
North Carolina
$3.73M 41,444 -568 -1%
UCFA
68
United Capital Financial Advisors
Texas
$3.7M 41,073 -34,762 -46%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$3.69M 40,936 -27,941 -41%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$3.47M 38,500 +38,500 New
CWM
71
Capital Wealth Management
Rhode Island
$3.41M 37,826 +149 +0.4%
AIA
72
Armor Investment Advisors
North Carolina
$3.32M 36,882 -1,618 -4%
CPBTD
73
Central Pacific Bank - Trust Division
Hawaii
$3.28M 36,401 -4,000 -10%
CW
74
CreativeOne Wealth
Kansas
$3.24M 36,000 -22,213 -38%
CWM
75
Congress Wealth Management
Massachusetts
$3.22M 35,684 +180 +0.5%
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3
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