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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

170 hedge funds and large institutions have $829M invested in iShares Convertible Bond ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
24
Increased
71
Reduced
52
Closed
21
Calls
$17.4M
Puts
$11.6M
Net Calls
+$5.73M
Net Calls Change
+$16.1M

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
SAS
2
Sanford Advisory Services
Michigan
$14.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.7M
4
B
4
Barings
North Carolina
$11.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$41M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$3.43M
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$0
3
Jane Street
3
Jane Street
New York
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
AWM
5
AE Wealth Management
Kansas
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
GM
51
GeoWealth Management
Illinois
$2.47M 24,743 +24,743 New
FGAM
52
Financial Gravity Asset Management
Texas
$2.44M 23,533 -12,665 -35%
ECA
53
Elevated Capital Advisors
Utah
$2.4M 24,059 +24,059 New
NFSG
54
Newbridge Financial Services Group
Florida
$2.18M 21,825 +5 +0%
CI
55
Cavalier Investments
Georgia
$2.14M 21,405 +21,405 New
SLWA
56
San Luis Wealth Advisors
California
$2M 20,063 +20,063 New
DAS
57
Dynamic Advisor Solutions
Arizona
$1.99M 19,966 +2,902 +17%
ASN
58
Advisory Services Network
Georgia
$1.99M 19,952 +378 +2%
KFI
59
Key Financial Inc
Pennsylvania
$1.99M 19,905 -55 -0.3%
PAG
60
Private Advisor Group
New Jersey
$1.96M 19,692 +2,412 +14%
BAM
61
Baldrige Asset Management
Pennsylvania
$1.94M 19,445 +28 +0.1%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
– – – –
CA
63
Cetera Advisors
Colorado
$1.82M 18,209 -2,772 -13%
SPC
64
Sigma Planning Corp
Michigan
$1.78M 17,819 -735 -4%
AWM
65
AE Wealth Management
Kansas
$1.69M 16,985 -44,952 -73%
Morgan Stanley
66
Morgan Stanley
New York
$1.68M 16,877 -2,099 -11%
KWA
67
KCS Wealth Advisory
California
$1.66M 16,675 -115 -0.7%
FFWM
68
Future Financial Wealth Management
Ohio
$1.64M 16,092 – –
FEM
69
Fulcrum Equity Management
Texas
$1.54M 15,438 -5,984 -28%
HA
70
Herold Advisors
New York
$1.44M 14,440 +14,440 New
CWM
71
Capital Wealth Management
Rhode Island
$1.33M 13,299 +1,530 +13%
HI
72
Harbour Investments
Wisconsin
$1.2M 12,050 +542 +5%
OC
73
Oppenheimer & Co
New York
$1.14M 11,406 -5,384 -32%
OWA
74
Outlook Wealth Advisors
Texas
$1.14M 11,384 -147 -1%
CAN
75
Cetera Advisor Networks
California
$1.09M 10,957 +1,220 +13%
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