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iShares Convertible Bond ETF

222 hedge funds and large institutions have $734M invested in iShares Convertible Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 118 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

48% less capital invested

Capital invested by funds: $1.41B → $734M (-$681M)

56% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 118

75% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 119

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.2M
Puts
$95.7M
Net Calls
Net Calls Change

Top Buyers

1 +$57M
2 +$34.6M
3 +$15.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
AWM
Adams Wealth Management
Utah
+$8.17M

Top Sellers

1 -$305M
2 -$88.2M
3 -$64.6M
4
BlackRock
BlackRock
New York
-$45.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.02M
77
$971K
78
$912K
79
$894K
80
$865K
81
$860K
82
$845K
83
$811K
84
$798K
85
$792K
86
$760K
87
$743K
88
$712K
89
$699K
90
$694K
91
$692K
92
$655K
93
$647K
94
$645K
95
$642K
96
$636K
97
$613K
98
$610K
99
$572K
100
$555K