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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$6.88M +$1.89M +22,251 +38%
PAS
52
Park Avenue Securities
New York
$6.65M +$2.03M +23,902 +44%
UCFA
53
United Capital Financial Advisors
Texas
$6.63M +$1.88M +22,090 +39%
FIA
54
Foundations Investment Advisors
Arizona
$6.52M +$1.91M +22,523 +42%
FGC
55
Financial Gravity Companies
Texas
$6.48M +$200K +2,348 +3%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$6.01M +$595K +6,998 +11%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$5.57M +$1.83M +21,511 +49%
CWA
58
Centerline Wealth Advisors
Kentucky
$5.51M +$5.51M +64,838 New
MWM
59
Mascagni Wealth Management
Mississippi
$5.38M +$5.38M +64,392 New
KC
60
Kades & Cheifetz
Pennsylvania
$5.36M -$136K -1,601 -2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$5.31M +$1.96M +23,078 +59%
SA
62
Sanctuary Advisors
Indiana
$5.18M -$256K -2,912 -5%
AWM
63
AE Wealth Management
Kansas
$4.97M +$4.19M +49,356 +543%
EH
64
Equitable Holdings
New York
$4.91M +$507K +5,967 +12%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$4.85M -$772K -9,092 -14%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$4.79M +$1.27M +14,948 +36%
CW
67
CreativeOne Wealth
Kansas
$4.73M +$1.04M +12,271 +28%
FCC
68
Florin Court Capital
United Kingdom
$4.63M -$501K -5,900 -10%
DAS
69
Dynamic Advisor Solutions
Arizona
$4.6M +$558K +6,562 +14%
HighTower Advisors
70
HighTower Advisors
Illinois
$4.59M -$37.9K -446 -0.8%
FF
71
Friedenthal Financial
New Jersey
$4.42M +$4.42M +51,972 New
IWM
72
IHT Wealth Management
Illinois
$4.33M -$494K -5,816 -10%
FSA
73
Financial Sense Advisors
California
$4.19M +$4.19M +49,309 New
BFG
74
Baron Financial Group
New Jersey
$4.15M -$9.26K -109 -0.2%
Renaissance Technologies
75
Renaissance Technologies
New York
$4.02M -$654K -7,697 -14%
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