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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.32M
Puts
$24.3M
Net Calls
-$18M
Net Calls Change
-$13.2M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
FGC
3
Financial Gravity Companies
Texas
$7.51M
4
SL
4
Systelligence LLC
Minnesota
$14.5M
5
FF
5
Friedenthal Financial
New Jersey
$4.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$3.12M 34,648 -10,584 -23%
IFA
77
Independence Financial Advisors
New Hampshire
$3.1M 34,369 +28,196 +457%
IA
78
IFP Advisors
Florida
$2.83M 31,419 +6,585 +27%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$2.82M 31,300 -12,200 -28%
CIM
80
Cambria Investment Management
California
$2.71M 30,173 +25,682 +572%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.67M 29,576 -24,383 -45%
PGF
82
Plan Group Financial
Oklahoma
$2.65M 29,444 +15,879 +117%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$2.56M 28,365 -4,045 -12%
SPAS
84
Spectrum Planning & Advisory Services
California
$2.51M 27,819 +23,479 +541%
TI
85
Tidal Investments
Wisconsin
$2.35M 26,118 +16,643 +176%
PF
86
PlanWiser Financial
Colorado
$2.32M 25,032 +25,032 New
BRWA
87
B. Riley Wealth Advisors
Florida
$2.28M 25,281 +25,281 New
CCMG
88
Clark Capital Management Group
Pennsylvania
$2.2M 24,443 -2,852 -10%
OBWG
89
Onyx Bridge Wealth Group
New York
$2.12M 23,566 -111,446 -83%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$2.07M 23,000 -5,538 -19%
IWM
91
IHT Wealth Management
Illinois
$2.04M 22,675 -28,612 -56%
PWM
92
Provident Wealth Management
Tennessee
$2M 22,177 -625 -3%
DWM
93
Dynasty Wealth Management
Florida
$1.94M 21,585 -2,643 -11%
SG Americas Securities
94
SG Americas Securities
New York
$1.87M 20,794 +20,794 New
AG
95
Ascent Group
Virginia
$1.86M 20,604 -10,807 -34%
MFG
96
Merit Financial Group
Georgia
$1.8M 20,020 -5,717 -22%
RL
97
Retireful LLC
Michigan
$1.8M 20,002 +20,002 New
DADC
98
D.A. Davidson & Co
Montana
$1.8M 19,978 +1,894 +10%
PAG
99
Private Advisor Group
New Jersey
$1.74M 19,322 -68 -0.4%
SWP
100
Sagespring Wealth Partners
Tennessee
$1.72M 19,104 +845 +5%
2 3
4
5 6