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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPBTD
76
Central Pacific Bank - Trust Division
Hawaii
$3.38M -$30.5K -365 -0.9%
AIA
77
Armor Investment Advisors
North Carolina
$3.22M +$3.22M +38,500 New
CWM
78
Capital Wealth Management
Rhode Island
$3.15M +$12.3K +147 +0.4%
FCC
79
Florin Court Capital
United Kingdom
$3.07M -$1.49M -17,800 -33%
CWM
80
Congress Wealth Management
Massachusetts
$2.97M +$2.97M +35,504 New
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.71M +$638K +7,630 +31%
FRA
82
FFG Retirement Advisors
Colorado
$2.67M +$2.45M +29,342 +1,107%
AG
83
Ascent Group
Virginia
$2.63M +$1.64M +19,661 +167%
SW
84
SteelPeak Wealth
California
$2.61M +$320K +3,831 +14%
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$2.4M +$272K +3,234 +13%
AI
86
Atria Investments
North Carolina
$2.31M +$206K +2,465 +10%
CCMG
87
Clark Capital Management Group
Pennsylvania
$2.28M -$32.9K -394 -1%
MFG
88
Merit Financial Group
Georgia
$2.15M +$1.79M +21,439 +499%
TWM
89
TSA Wealth Management
Texas
$2.09M +$37K +442 +2%
CIAS
90
CFS Investment Advisory Services
New Jersey
$2.09M +$4.77K +57 +0.2%
IA
91
IFP Advisors
Florida
$2.08M +$1.71M +20,419 +462%
MWM
92
Modern Wealth Management
Kansas
$2.03M -$334 -4 -0%
DWM
93
Dynasty Wealth Management
Florida
$2.03M +$648K +7,756 +47%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$1.91M +$1.91M +22,803 New
PWM
95
Provident Wealth Management
Tennessee
$1.91M -$150K -1,792 -7%
KWM
96
KFG Wealth Management
Indiana
$1.88M -$761K -9,101 -29%
AWS
97
Atria Wealth Solutions
New York
$1.87M -$451K -5,389 -19%
KAS
98
Kestra Advisory Services
Texas
$1.83M -$230K -2,753 -11%
US Bancorp
99
US Bancorp
Minnesota
$1.76M -$18.1K -216 -1%
PWP
100
Pursue Wealth Partners
California
$1.74M – – –
2 3
4
5 6