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iShares Convertible Bond ETF

334 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 188

73% less call options, than puts

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

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CW
76
CreativeOne Wealth
Kansas
$3.24M
CWM
77
Congress Wealth Management
Massachusetts
$3.22M
Truist Financial
78
Truist Financial
North Carolina
$3.12M
IFA
79
Independence Financial Advisors
New Hampshire
$3.1M
IA
80
IFP Advisors
Florida
$2.83M
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$2.82M
CIM
82
Cambria Investment Management
California
$2.71M
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$2.67M
PGF
84
Plan Group Financial
Oklahoma
$2.65M
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$2.56M
SPAS
86
Spectrum Planning & Advisory Services
California
$2.51M
TI
87
Tidal Investments
Wisconsin
$2.35M
PF
88
PlanWiser Financial
Colorado
$2.32M
BRWA
89
B. Riley Wealth Advisors
Florida
$2.28M
CCMG
90
Clark Capital Management Group
Pennsylvania
$2.2M
OBWG
91
Onyx Bridge Wealth Group
New York
$2.12M
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$2.07M
IWM
93
IHT Wealth Management
Illinois
$2.04M
PWM
94
Provident Wealth Management
Tennessee
$2M
DWM
95
Dynasty Wealth Management
Florida
$1.94M
SG Americas Securities
96
SG Americas Securities
New York
$1.87M
AG
97
Ascent Group
Virginia
$1.86M
MFG
98
Merit Financial Group
Georgia
$1.8M
RL
99
Retireful LLC
Michigan
$1.8M
DADC
100
D.A. Davidson & Co
Montana
$1.8M