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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

283 hedge funds and large institutions have $1.61B invested in iShares Convertible Bond ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 41 closing their positions.

Holders
283
Holders Change
+35
Holders Change %
+14.11%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
139
Reduced
39
Closed
41
Calls
$6.14M
Puts
$81.2M
Net Calls
-$75.1M
Net Calls Change
-$60.4M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M
2
LPL Financial
2
LPL Financial
California
$96.6M
3
Jane Street
3
Jane Street
New York
$86.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.3M
5
BlackRock
5
BlackRock
New York
$62.7M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
AWM
2
AE Wealth Management
Kansas
$8.1M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$0
4
5L
4
55I LLC
Massachusetts
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$2.07M 30,461 -2,666 -8%
SFO
77
Stokes Family Office
Louisiana
$2.07M 29,859 +23,536 +372%
APW
78
Austin Private Wealth
Texas
$2.06M 29,721 +29,721 New
OAP
79
One Advisory Partners
Kansas
$1.91M 27,555 +22,624 +459%
CAAS
80
Capital Asset Advisory Services
Michigan
$1.9M 27,383 +83 +0.3%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$1.87M 26,473 -26,458 -50%
T
82
TNF
Montana
$1.87M 26,121 +23,192 +792%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.8M 25,996 +17,292 +199%
FFWM
84
Future Financial Wealth Management
Ohio
$1.74M 20,836 – –
CSWG
85
Cardinal Strategic Wealth Guidance
Kentucky
$1.72M 24,779 +11,605 +88%
HPC
86
Hobart Private Capital
North Carolina
$1.67M 24,047 +19,968 +490%
CAN
87
Cetera Advisor Networks
California
$1.63M 23,465 +11,441 +95%
WWG
88
West Wealth Group
California
$1.59M 22,903 +19,926 +669%
RA
89
RFG Advisory
Alabama
$1.56M 20,992 +20,992 New
LWM
90
Liberty Wealth Management
California
$1.55M 22,356 +17,740 +384%
Verition Fund Management
91
Verition Fund Management
Connecticut
$1.54M 22,223 -5,374 -19%
KFI
92
Key Financial Inc
Pennsylvania
$1.49M 21,449 +444 +2%
JIR
93
James Investment Research
Ohio
$1.45M 20,834 -34,605 -62%
FNC
94
First National Corp
Massachusetts
$1.42M 20,485 -10,725 -34%
MFG
95
Merit Financial Group
Georgia
$1.4M 20,212 +20,212 New
PAG
96
Private Advisor Group
New Jersey
$1.37M 19,727 +2,404 +14%
SWA
97
Stratos Wealth Advisors
Ohio
$1.37M 19,685 +19,685 New
BAM
98
Baldrige Asset Management
Pennsylvania
$1.34M 19,371 -2,192 -10%
BCM
99
Brookstone Capital Management
Illinois
$1.33M 18,774 +12,411 +195%
SMG
100
Spectrum Management Group
Indiana
$1.31M 18,835 +17,227 +1,071%
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4
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