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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

283 hedge funds and large institutions have $1.61B invested in iShares Convertible Bond ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 41 closing their positions.

Holders
283
Holders Change
+35
Holders Change %
+14.11%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
139
Reduced
39
Closed
41
Calls
$6.14M
Puts
$81.2M
Net Calls
-$75.1M
Net Calls Change
-$60.4M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M
2
LPL Financial
2
LPL Financial
California
$96.6M
3
Jane Street
3
Jane Street
New York
$86.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.3M
5
BlackRock
5
BlackRock
New York
$62.7M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
AWM
2
AE Wealth Management
Kansas
$8.1M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$0
4
5L
4
55I LLC
Massachusetts
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
51
Foundations Investment Advisors
Arizona
$3.5M 50,032 +33,329 +200%
IWP
52
Icon Wealth Partners
Texas
$3.33M 47,941 +32,692 +214%
SHJ
53
Sharkey, Howes & Javer
Colorado
$3.14M 45,263 +45,263 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$3.11M 44,821 -81,142 -64%
SW
55
SteelPeak Wealth
California
$3.02M 43,491 +32,015 +279%
AWM
56
Aspire Wealth Management
Massachusetts
$2.97M 42,769 +124 +0.3%
BRWA
57
B. Riley Wealth Advisors
Florida
$2.91M 41,891 -19,702 -32%
LL
58
LPWM LLC
Minnesota
$2.86M 40,348 +3,638 +10%
IWC
59
Integrated Wealth Concepts
Massachusetts
$2.79M 40,279 +24,922 +162%
MSWMA
60
Market Street Wealth Management Advisors
Indiana
$2.77M 39,938 +22,923 +135%
Prudential Financial
61
Prudential Financial
New Jersey
$2.64M 37,684 +28,195 +297%
KFS
62
Kelly Financial Services
Massachusetts
$2.61M 37,653 +26,981 +253%
SA
63
Scarborough Advisors
Maryland
$2.6M 37,547 +37,547 New
BFG
64
Buttonwood Financial Group
Missouri
$2.51M 36,808 +18,595 +102%
SFS
65
Security Financial Services
Indiana
$2.49M 35,883 +35,883 New
CS
66
Comerica Securities
Michigan
$2.44M 35,175 +25,856 +277%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.41M 34,784 +30,744 +761%
PFG
68
PAX Financial Group
Texas
$2.4M 34,542 +34,542 New
PWM
69
Provident Wealth Management
Tennessee
$2.39M 34,486 -5,030 -13%
MIAN
70
Mariner Independent Advisor Network
Kansas
$2.39M 34,250 +1,682 +5%
SHIM
71
Stone House Investment Management
Pennsylvania
$2.35M 33,915 +33,915 New
PFA
72
Pettinga Financial Advisors
Indiana
$2.3M 33,091 +27,601 +503%
TSA
73
Tri-Star Advisors
Texas
$2.29M 32,994 +18,057 +121%
OWA
74
One Wealth Advisors
California
$2.16M 31,174 +26,429 +557%
CFGS
75
Concourse Financial Group Securities
Alabama
$2.12M 30,600 +22,748 +290%
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