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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

164 hedge funds and large institutions have $874M invested in iShares Convertible Bond ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
39
Increased
68
Reduced
40
Closed
19
Calls
$2.76M
Puts
$9.42M
Net Calls
-$6.66M
Net Calls Change
-$7.32M

Top Buyers

1
Citigroup
Citigroup
New York
$98.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$39.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
$30.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29.4M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$0
2
SS
Simplicity Solutions
Minnesota
$0
3
AWM
AE Wealth Management
Kansas
$3.3M
4
SL
Systelligence LLC
Minnesota
$2.66M
5
SRA
Summit Rock Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$1.02M +$630K +6,420 +160%
AIC
77
Archer Investment Corporation
Indiana
$1.01M +$51K +519 +5%
JWCA
78
J.W. Cole Advisors
Florida
$1.01M -$97.8K -996 -9%
GIA
79
Gladstone Institutional Advisory
Florida
$938K -$52.5K -534 -5%
CWMU
80
Caliber Wealth Management (Utah)
Utah
$933K +$933K +9,501 New
DAS
81
Dynamic Advisor Solutions
Arizona
$915K +$16K +163 +2%
IA
82
IndexIQ Advisors
New York
$880K +$880K +8,957 New
Wells Fargo
83
Wells Fargo
California
$802K -$14K -142 -2%
SB
84
Simmons Bank
Arkansas
$783K +$783K +7,966 New
GFPC
85
Global Financial Private Client
Florida
$735K -$23.1K -232 -3%
FIM
86
Freedom Investment Management
Connecticut
$726K -$249K -2,534 -26%
BWA
87
Burt Wealth Advisors
Maryland
$708K – – –
EP
88
Eudaimonia Partners
Tennessee
$706K +$20.8K +212 +3%
PG
89
Prostatis Group
Maryland
$683K -$1.3M -13,283 -66%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$654K -$922K -9,384 -58%
William Blair & Company
91
William Blair & Company
Illinois
$650K +$11.8K +120 +2%
AP
92
Advisors Preferred
Maryland
$640K -$1.13M -11,373 -64%
SAM
93
Secure Asset Management
Michigan
$598K +$22.1K +225 +4%
NFG
94
Next Financial Group
Texas
$595K +$313K +3,185 +111%
CWM
95
Campbell Wealth Management
Virginia
$583K +$2.85K +29 +0.5%
PK
96
Pflug Koory
Nebraska
$563K – – –
PWMG
97
Prestige Wealth Management Group
New Jersey
$546K +$98.2K +1,000 +22%
WA
98
WESPAC Advisors
California
$546K +$546K +5,563 New
RJT
99
Raymond James Trust
Florida
$535K – – –
IWS
100
Insight Wealth Strategies
California
$532K -$15.7K -160 -3%
2 3
4
5 6