ICVT icon

iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
76
Central Pacific Bank - Trust Division
Hawaii
$3.28M
CW
77
CreativeOne Wealth
Kansas
$3.24M
CWM
78
Congress Wealth Management
Massachusetts
$3.22M
Truist Financial
79
Truist Financial
North Carolina
$3.12M
IFA
80
Independence Financial Advisors
New Hampshire
$3.1M
IA
81
IFP Advisors
Florida
$2.83M
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$2.82M
CIM
83
Cambria Investment Management
California
$2.71M
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.67M
PGF
85
Plan Group Financial
Oklahoma
$2.65M
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$2.56M
SPAS
87
Spectrum Planning & Advisory Services
California
$2.51M
TI
88
Tidal Investments
Wisconsin
$2.35M
PF
89
PlanWiser Financial
Colorado
$2.32M
BRWA
90
B. Riley Wealth Advisors
Florida
$2.28M
CCMG
91
Clark Capital Management Group
Pennsylvania
$2.2M
OBWG
92
Onyx Bridge Wealth Group
New York
$2.12M
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$2.07M
IWM
94
IHT Wealth Management
Illinois
$2.04M
PWM
95
Provident Wealth Management
Tennessee
$2M
DWM
96
Dynasty Wealth Management
Florida
$1.94M
SG Americas Securities
97
SG Americas Securities
New York
$1.87M
AG
98
Ascent Group
Virginia
$1.86M
MFG
99
Merit Financial Group
Georgia
$1.8M
RL
100
Retireful LLC
Michigan
$1.8M