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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

302 hedge funds and large institutions have $1.35B invested in iShares Convertible Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 146 increasing their positions, 92 reducing their positions, and 34 closing their positions.

Holders
302
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
36
Increased
146
Reduced
92
Closed
34
Calls
$6.2M
Puts
$25.5M
Net Calls
-$19.3M
Net Calls Change
-$1.81M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.8M
2
HCM
2
Howard Capital Management
Georgia
$26.9M
3
TCM
3
Tradewinds Capital Management
Washington
$18.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.8M
5
AssetMark Inc
5
AssetMark Inc
California
$21.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$611K
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$8.12K
4
Jane Street
4
Jane Street
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$8.64M
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$4.75M 56,718 +40,291 +245%
UCFA
52
United Capital Financial Advisors
Texas
$4.68M 55,971 -17 -0%
FAIM
53
Financial Advocates Investment Management
Washington
$4.63M 50,799 +50,799 New
Renaissance Technologies
54
Renaissance Technologies
New York
$4.6M 55,000 +41,437 +306%
GI
55
Gradient Investments
Minnesota
$4.57M 54,596 -825 -1%
HighTower Advisors
56
HighTower Advisors
Illinois
$4.56M 54,421 -1,479 -3%
PAS
57
Park Avenue Securities
New York
$4.55M 54,395 -1,522 -3%
FIA
58
Foundations Investment Advisors
Arizona
$4.54M 54,231 +7,387 +16%
EH
59
Equitable Holdings
New York
$4.34M 51,832 +3,944 +8%
BFG
60
Baron Financial Group
New Jersey
$4.09M 48,927 -328 -0.7%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$4.09M 49,153 -661 -1%
DAS
62
Dynamic Advisor Solutions
Arizona
$3.98M 47,618 +4,350 +10%
WIA
63
Wetzel Investment Advisors
Indiana
$3.93M 47,013 -333 -0.7%
AAS
64
Ameritas Advisory Services
Nebraska
$3.8M 45,447 +45,447 New
Bank of New York Mellon
65
Bank of New York Mellon
New York
$3.68M 43,985 +4,111 +10%
CW
66
CreativeOne Wealth
Kansas
$3.63M 43,347 +26,002 +150%
HFS
67
Horizon Financial Services
North Carolina
$3.49M 41,709 +731 +2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$3.46M 41,381 +957 +2%
CWM
69
Capital Wealth Management
Rhode Island
$3.35M 40,021 +171 +0.4%
CPBTD
70
Central Pacific Bank - Trust Division
Hawaii
$3.32M 39,689 +9,499 +31%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$3.29M 39,371 -10,967 -22%
Truist Financial
72
Truist Financial
North Carolina
$3.28M 39,158 +1,521 +4%
AWM
73
Aspire Wealth Management
Massachusetts
$3M 35,808 -1,029 -3%
LL
74
LPWM LLC
Minnesota
$2.99M 35,970 +854 +2%
FHB
75
First Hawaiian Bank
Hawaii
$2.98M 35,581 +5,818 +20%
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