iShares Convertible Bond ETF
ICVT
342 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 191 reducing their positions, and 44 closing their positions.
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.5% more ownership
Funds ownership: 65.13% → 65.63% (+0.5%)
0% less capital invested
Capital invested by funds: $1.66B → $1.66B (-$4.86M)
3% less funds holding
Funds holding: 351 → 342 (-9)
11% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 44
54% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 191
73% less call options, than puts
Call options by funds: $6.65M | Put options by funds: $24.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$137M |
| 2 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
+$9.98M |
| 3 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$9.35M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$7.02M |
| 5 |
FF
Friedenthal Financial
Marlton,
New Jersey
|
+$4.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.6M |
| 2 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
-$34.9M |
| 3 |
PNAA
Pictet North America Advisors
Geneva 73,
Switzerland
|
-$21.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$19.7M |
ICVT Hedge Fund Activity: Q2 2025 in Review
342 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Convertible Bond ETF (ICVT) for Q2 2025, worth a combined $1.66B — down 0.29% from $1.66B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of ICVT and 39 opened new positions — a net loss of 5 holders — while 191 trimmed existing stakes and 87 added.
The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $137M. The largest seller was Envestnet Asset Management, cutting an estimated $50.6M.
- 342 institutional investors held iShares Convertible Bond ETF (ICVT) as of Q2 2025, down from 351 in Q1 2025.
- Funds reported $1.66B of iShares Convertible Bond ETF stock for Q2 2025, down 0.29% quarter-over-quarter.
- 39 funds opened new iShares Convertible Bond ETF positions in Q2 2025 and 44 closed out, a net change of -5 holders.
- The largest iShares Convertible Bond ETF buyer in Q2 2025 was Provida Pension Fund Administrator, an estimated $137M added.
- The largest iShares Convertible Bond ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $50.6M sold.
Based on aggregated 13F filings for Q2 2025.