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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

248 hedge funds and large institutions have $1.12B invested in iShares Convertible Bond ETF in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+66
Holders Change %
+36.26%
% of All Funds
3.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
94
Increased
81
Reduced
52
Closed
26
Calls
$4.42M
Puts
$19.2M
Net Calls
-$14.8M
Net Calls Change
-$15.2M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$89.8M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$83M
3
Bank of America
3
Bank of America
North Carolina
$141M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$68.2M
5
AWM
5
AE Wealth Management
Kansas
$64.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$31.8M
2
Citigroup
2
Citigroup
New York
$33K
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.3M
5
B
5
Barings
North Carolina
$6.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
76
Pursue Wealth Partners
California
$1.44M – – –
AI
77
Atria Investments
North Carolina
$1.44M +$1.44M +17,329 New
PAG
78
Private Advisor Group
New Jersey
$1.44M -$244K -2,925 -14%
MCM
79
MV Capital Management
Maryland
$1.44M +$1.42M +17,020 +6,863%
MSWMA
80
Market Street Wealth Management Advisors
Indiana
$1.42M +$1.42M +17,015 New
FIA
81
Foundations Investment Advisors
Arizona
$1.37M +$1.1M +13,421 +409%
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.28M +$542K +6,506 +74%
IWP
83
Icon Wealth Partners
Texas
$1.27M +$1.27M +15,249 New
CWM
84
Capital Wealth Management
Rhode Island
$1.21M +$2.92K +35 +0.2%
HA
85
Herold Advisors
New York
$1.2M – – –
TSA
86
Tri-Star Advisors
Texas
$1.16M +$1.16M +14,937 New
CSWG
87
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M +$1.1M +13,174 New
ASN
88
Advisory Services Network
Georgia
$1.06M -$596K -7,160 -36%
GSWM
89
Golden State Wealth Management
California
$1.03M +$709K +8,512 +223%
JC
90
JB Capital
Connecticut
$1.02M +$1.02M +12,195 New
CAN
91
Cetera Advisor Networks
California
$1M +$61.7K +740 +7%
AWS
92
Atria Wealth Solutions
New York
$994K +$994K +11,927 New
HGWM
93
Horst & Graben Wealth Management
Oregon
$970K +$970K +11,639 New
SW
94
SteelPeak Wealth
California
$956K +$956K +11,476 New
KWA
95
KCS Wealth Advisory
California
$919K -$79.5K -954 -8%
AIC
96
Archer Investment Corporation
Indiana
$908K +$52.5K +631 +6%
KFS
97
Kelly Financial Services
Massachusetts
$889K +$868K +10,418 +4,102%
GC
98
Guggenheim Capital
Illinois
$878K +$878K +10,534 New
OWA
99
Outlook Wealth Advisors
Texas
$859K -$37.2K -446 -4%
SPC
100
Sigma Planning Corp
Michigan
$839K +$283K +3,391 +51%
2 3
4
5 6