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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
AIA
76
Armor Investment Advisors
North Carolina
$3.32M
CPBTD
77
Central Pacific Bank - Trust Division
Hawaii
$3.28M
CW
78
CreativeOne Wealth
Kansas
$3.24M
CWM
79
Congress Wealth Management
Massachusetts
$3.22M
Truist Financial
80
Truist Financial
North Carolina
$3.12M
IFA
81
Independence Financial Advisors
New Hampshire
$3.1M
IA
82
IFP Advisors
Florida
$2.83M
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$2.82M
CIM
84
Cambria Investment Management
California
$2.71M
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$2.67M
PGF
86
Plan Group Financial
Oklahoma
$2.65M
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$2.56M
SPAS
88
Spectrum Planning & Advisory Services
California
$2.51M
TI
89
Tidal Investments
Wisconsin
$2.35M
PF
90
PlanWiser Financial
Colorado
$2.32M
BRWA
91
B. Riley Wealth Advisors
Florida
$2.28M
CCMG
92
Clark Capital Management Group
Pennsylvania
$2.2M
OBWG
93
Onyx Bridge Wealth Group
New York
$2.12M
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$2.07M
IWM
95
IHT Wealth Management
Illinois
$2.04M
PWM
96
Provident Wealth Management
Tennessee
$2M
DWM
97
Dynasty Wealth Management
Florida
$1.94M
SG Americas Securities
98
SG Americas Securities
New York
$1.87M
AG
99
Ascent Group
Virginia
$1.86M
MFG
100
Merit Financial Group
Georgia
$1.8M