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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
51
Foundations Investment Advisors
Arizona
$7.58M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$7.19M
EH
53
Equitable Holdings
New York
$7.11M
Allianz Asset Management
54
Allianz Asset Management
Germany
$6.69M
IWM
55
IHT Wealth Management
Illinois
$6.65M
NA
56
NewEdge Advisors
Louisiana
$6.64M
BRWA
57
B. Riley Wealth Advisors
Florida
$6.44M
HFA
58
Hershey Financial Advisers
Pennsylvania
$6.42M
OCA
59
OpenArc Corporate Advisory
Georgia
$6.33M
CPBTD
60
Central Pacific Bank - Trust Division
Hawaii
$6.21M
PGF
61
Plan Group Financial
Oklahoma
$6.2M
Citadel Advisors
62
Citadel Advisors
Florida
$5.84M
HighTower Advisors
63
HighTower Advisors
Illinois
$5.82M
CWM
64
Capital Wealth Management
Rhode Island
$5.33M
BFG
65
Baron Financial Group
New Jersey
$5.07M
Mariner
66
Mariner
Kansas
$4.95M
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.94M
MFG
68
Merit Financial Group
Georgia
$4.89M
CIM
69
Cambria Investment Management
California
$4.67M
WIA
70
Wetzel Investment Advisors
Indiana
$4.42M
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$4.39M
SA
72
Sanctuary Advisors
Indiana
$4.37M
HFS
73
Horizon Financial Services
North Carolina
$4.21M
SAI
74
Savvy Advisors Inc
New York
$4.08M
Bank of New York Mellon
75
Bank of New York Mellon
New York
$4.04M