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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

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.

Holders
222
Holders Change
-96
Holders Change %
-30.19%
% of All Funds
3.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
52
Reduced
118
Closed
119
Calls
$63.2M
Puts
$95.7M
Net Calls
-$32.4M
Net Calls Change
-$45.2M

Top Buyers

1
Jane Street
1
Jane Street
New York
$66.5M
2
TCM
2
Tradewinds Capital Management
Washington
$34.6M
3
BAAM
3
Baker Avenue Asset Management
California
$16.7M
4
Ameriprise
4
Ameriprise
Minnesota
$32.7M
5
AWM
5
Adams Wealth Management
Utah
$8.17M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$645K
3
LPL Financial
3
LPL Financial
California
$11.3M
4
BlackRock
4
BlackRock
New York
$5.14M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
HPWA
76
Hall Private Wealth Advisors
North Carolina
$1.02M 14,033 – –
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$971K 13,374 -1,440 -10%
HA
78
Herold Advisors
New York
$912K 12,560 – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$894K 12,308 -13,630 -53%
AAS
80
Avantax Advisory Services
Texas
$865K 11,915 -7,172 -38%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$860K 11,845 -1,086 -8%
DAS
82
Dynamic Advisor Solutions
Arizona
$845K 11,642 +4,101 +54%
MA
83
Mutual Advisors
Nebraska
$811K 11,169 +5,863 +110%
SSWM
84
Sheets Smith Wealth Management
North Carolina
$798K 10,992 -984 -8%
AIC
85
Archer Investment Corporation
Indiana
$792K 10,904 – –
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$760K 10,470 – –
ASN
87
Advisory Services Network
Georgia
$743K 10,232 -6,713 -40%
RWPA
88
Richard W. Paul & Associates
Michigan
$712K 9,806 +9,787 +51,511%
MFA
89
Millington Financial Advisors
Illinois
$699K 9,620 -233 -2%
PAMG
90
Patton Albertson Miller Group
Tennessee
$694K 9,554 -1,374 -13%
EP
91
Eudaimonia Partners
Tennessee
$692K 9,532 +9,532 New
AWM
92
Axxcess Wealth Management
California
$655K 9,025 -266 -3%
HI
93
Harbour Investments
Wisconsin
$647K 8,908 -2,874 -24%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$645K 8,883 -1,214,325 -99%
RF
95
RHS Financial
California
$642K 8,847 -457 -5%
KAS
96
Kestra Advisory Services
Texas
$636K 8,765 -103,954 -92%
WP
97
WealthSource Partners
California
$613K 8,440 -88,180 -91%
WCM
98
Windsor Capital Management
Arizona
$610K 8,400 +1,377 +20%
SWM
99
Scissortail Wealth Management
Oklahoma
$572K 7,883 -229 -3%
CAGAS
100
Capital Advisory Group Advisory Services
Minnesota
$555K 7,646 +1,144 +18%
2 3
4
5 6