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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
51
Financial Gravity Asset Management
Texas
$6.69M +$6.69M +80,059 New
SL
52
Systelligence LLC
Minnesota
$6.63M +$6.63M +79,328 New
SIM
53
SSI Investment Management
California
$6.51M -$293K -3,504 -4%
UCFA
54
United Capital Financial Advisors
Texas
$6.34M -$186K -2,226 -3%
EC
55
Elequin Capital
New York
$6.22M +$6.22M +74,362 New
Bank of New York Mellon
56
Bank of New York Mellon
New York
$5.76M +$283K +3,381 +5%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$5.64M +$422K +5,050 +8%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$5.6M -$322K -3,847 -5%
Mariner
59
Mariner
Kansas
$5.55M +$3.41M +40,760 +159%
AAS
60
Ameritas Advisory Services
Nebraska
$5.47M +$5.47M +65,385 New
MWM
61
Mascagni Wealth Management
Mississippi
$5.38M – – –
CWA
62
Centerline Wealth Advisors
Kentucky
$5.33M -$86.1K -1,030 -2%
Jane Street
63
Jane Street
New York
$5.19M -$3.37M -40,347 -39%
EH
64
Equitable Holdings
New York
$5.12M +$292K +3,492 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$4.98M +$470K +5,618 +10%
CW
66
CreativeOne Wealth
Kansas
$4.87M +$217K +2,595 +5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$4.58M -$198K -2,363 -4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.51M -$198K -2,370 -4%
DAS
69
Dynamic Advisor Solutions
Arizona
$4.34M -$187K -2,237 -4%
IWM
70
IHT Wealth Management
Illinois
$4.29M +$32.2K +385 +0.8%
BFG
71
Baron Financial Group
New Jersey
$4.1M +$21.2K +253 +0.5%
WIA
72
Wetzel Investment Advisors
Indiana
$4.02M +$71.7K +857 +2%
Truist Financial
73
Truist Financial
North Carolina
$3.78M +$148K +1,774 +4%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$3.64M +$3.64M +43,500 New
HFS
75
Horizon Financial Services
North Carolina
$3.51M +$109K +1,308 +3%
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