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iShares Convertible Bond ETF

334 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 188

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$5.45M
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$5.4M
EH
53
Equitable Holdings
New York
$5.27M
HighTower Advisors
54
HighTower Advisors
Illinois
$5.05M
DAS
55
Dynamic Advisor Solutions
Arizona
$5.01M
Mariner
56
Mariner
Kansas
$4.94M
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$4.87M
Renaissance Technologies
58
Renaissance Technologies
New York
$4.69M
BFG
59
Baron Financial Group
New Jersey
$4.45M
AWM
60
AE Wealth Management
Kansas
$4.41M
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$4.29M
FF
62
Friedenthal Financial
New Jersey
$4.29M
WIA
63
Wetzel Investment Advisors
Indiana
$4.19M
HFA
64
Hershey Financial Advisers
Pennsylvania
$4.12M
PAS
65
Park Avenue Securities
New York
$4.05M
TF
66
TME Financial
California
$3.92M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$3.91M
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$3.88M
HFS
69
Horizon Financial Services
North Carolina
$3.73M
UCFA
70
United Capital Financial Advisors
Texas
$3.7M
Bank of New York Mellon
71
Bank of New York Mellon
New York
$3.69M
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$3.47M
CWM
73
Capital Wealth Management
Rhode Island
$3.41M
AIA
74
Armor Investment Advisors
North Carolina
$3.32M
CPBTD
75
Central Pacific Bank - Trust Division
Hawaii
$3.28M