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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

104 hedge funds and large institutions have $492M invested in iShares Convertible Bond ETF in 2020 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
104
Holders Change
+14
Holders Change %
+15.56%
% of All Funds
2.14%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
32
Increased
33
Reduced
31
Closed
18
Calls
$24.4M
Puts
$9.98M
Net Calls
+$14.4M
Net Calls Change
+$14.5M

Top Buyers

1
BGDI
1
BW Gestao de Investimentos
Brazil
$184M
2
GI
2
Gradient Investments
Minnesota
$39.4M
3
AWM
3
AE Wealth Management
Kansas
$23.1M
4
SS
4
Simplicity Solutions
Minnesota
$22.6M
5
RJA
5
Raymond James & Associates
Florida
$18.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$17.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
NA
3
NewEdge Advisors
Louisiana
$0
4
BSAM
4
Blue Sky Asset Management
Colorado
$0
5
FI
5
FormulaFolio Investments
Michigan
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
51
Archer Investment Corporation
Indiana
$662K 9,335 -225 -2%
PAG
52
Private Advisor Group
New Jersey
$618K 8,708 -7,446 -46%
CBFP
53
Cedar Brook Financial Partners
Ohio
$592K 8,338 +576 +7%
ASN
54
Advisory Services Network
Georgia
$548K 7,718 +578 +8%
PG
55
Prostatis Group
Maryland
$532K 7,503 -2,018 -21%
ACM
56
Anfield Capital Management
California
$518K 6,806 +6,806 New
BWA
57
Burt Wealth Advisors
Maryland
$511K 7,207 +907 +14%
EP
58
Eudaimonia Partners
Tennessee
$510K 7,183 -1,727 -19%
Wells Fargo
59
Wells Fargo
California
$509K 7,174 -257 -3%
IWS
60
Insight Wealth Strategies
California
$494K 6,957 -220 -3%
BRWA
61
B. Riley Wealth Advisors
Florida
$494K 6,953 -8 -0.1%
WI
62
Wintrust Investments
Illinois
$472K 6,650 +6,650 New
GFPC
63
Global Financial Private Client
Florida
$441K 6,154 +151 +3%
LTI
64
Laffer Tengler Investments
Tennessee
$428K 6,030 +283 +5%
CWM
65
Campbell Wealth Management
Virginia
$420K 5,917 +73 +1%
PK
66
Pflug Koory
Nebraska
$406K 5,720 +1 +0%
RJT
67
Raymond James Trust
Florida
$393K 5,538 +5,538 New
ANTB
68
AMG National Trust Bank
Colorado
$362K 5,105 +5,105 New
OC
69
Oppenheimer & Co
New York
$357K 5,036 -41 -0.8%
PAG
70
Private Advisory Group
Washington
$337K 4,754 +4,754 New
Creative Planning
71
Creative Planning
Kansas
$307K 4,329 +4,329 New
SPC
72
Sigma Planning Corp
Michigan
$280K 3,940 -585 -13%
CG
73
Colony Group
Massachusetts
$278K 3,911 -30 -0.8%
AAS
74
Avantax Advisory Services
Texas
$265K 3,731 -1,992 -35%
TF
75
Trek Financial
Arizona
$249K 3,512 +3,512 New
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3
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