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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

302 hedge funds and large institutions have $1.4B invested in iShares Convertible Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 156 reducing their positions, and 26 closing their positions.

Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
77
Reduced
156
Closed
26
Calls
$33.8M
Puts
$113M
Net Calls
-$79.4M
Net Calls Change
-$4.31M

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$57.5M
2
AssetMark Inc
2
AssetMark Inc
California
$15.3M
3
AA
3
Advisory Alpha
Michigan
$13M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$15.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$297M
2
Jane Street
2
Jane Street
New York
$42.1M
3
Bank of America
3
Bank of America
North Carolina
$76.7M
4
LPL Financial
4
LPL Financial
California
$71.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$36.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
51
Hohimer Wealth Management
Washington
$3.18M 46,157 -5,702 -11%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.09M 44,890 +18,894 +73%
T
53
TCWP
Ohio
$3.04M 44,114 -8,325 -16%
SAS
54
Sanford Advisory Services
Michigan
$3.02M 43,884 -40,256 -48%
AWM
55
Aspire Wealth Management
Massachusetts
$3M 43,555 +786 +2%
IWC
56
Integrated Wealth Concepts
Massachusetts
$2.95M 42,786 +2,507 +6%
UBS Group
57
UBS Group
Switzerland
$2.89M 41,878 -9,431 -18%
LL
58
LPWM LLC
Minnesota
$2.87M 41,623 +1,275 +3%
CIAS
59
CFS Investment Advisory Services
New Jersey
$2.85M 2,844,650 +2,784,093 +4,597%
IDA
60
Intelligence Driven Advisers
California
$2.84M 39,831 -15,804 -28%
NA
61
NewEdge Advisors
Louisiana
$2.76M 40,062 -23,117 -37%
AI
62
Atria Investments
North Carolina
$2.73M 39,668 -22,094 -36%
BFG
63
Baron Financial Group
New Jersey
$2.68M 38,925 +38,925 New
IWA
64
Icon Wealth Advisors
Texas
$2.54M 36,832 +36,832 New
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$2.47M 35,669 +885 +3%
HFA
66
High Falls Advisors
New York
$2.45M 35,610 -16,264 -31%
FANJ
67
Financial Architects (New Jersey)
New Jersey
$2.44M 35,462 +35,462 New
SFO
68
Stokes Family Office
Louisiana
$2.42M 35,049 +5,190 +17%
PWM
69
Provident Wealth Management
Tennessee
$2.31M 33,533 -953 -3%
SHIM
70
Stone House Investment Management
Pennsylvania
$2.25M 32,624 -1,291 -4%
BRWA
71
B. Riley Wealth Advisors
Florida
$2.21M 31,994 -9,897 -24%
SHJ
72
Sharkey, Howes & Javer
Colorado
$2.18M 31,703 -13,560 -30%
SW
73
SteelPeak Wealth
California
$2.14M 31,076 -12,415 -29%
BFG
74
Buttonwood Financial Group
Missouri
$2.1M 31,111 -5,697 -15%
PFG
75
PAX Financial Group
Texas
$2.09M 30,363 -4,179 -12%
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