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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$3.96M
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$3.87M
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$3.51M
DWM
79
Diversify Wealth Management
Utah
$3.47M
KAS
80
Kestra Advisory Services
Texas
$3.47M
AWAU
81
Alliance Wealth Advisors (Utah)
Utah
$3.39M
CW
82
CreativeOne Wealth
Kansas
$3.32M
PAS
83
Park Avenue Securities
New York
$3.24M
UCFA
84
United Capital Financial Advisors
Texas
$3.24M
AAP
85
Arax Advisory Partners
Colorado
$3.13M
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$3.12M
IA
87
IFP Advisors
Florida
$3.1M
JWCA
88
J.W. Cole Advisors
Florida
$3.01M
SPAS
89
Spectrum Planning & Advisory Services
California
$2.82M
CCMG
90
Clark Capital Management Group
Pennsylvania
$2.78M
CLOS
91
Compagnie Lombard Odier SCmA
Switzerland
$2.71M
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$2.65M
AG
93
Ascent Group
Virginia
$2.38M
YMRC
94
Yorktown Management & Research Company
Virginia
$2.34M
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$2.29M
CAP
96
Cordoba Advisory Partners
New York
$2.28M
PWM
97
Provident Wealth Management
Tennessee
$2.18M
PAG
98
Private Advisor Group
New Jersey
$2.1M
FFA
99
Farther Finance Advisors
California
$2.09M
QP
100
Quartz Partners
New York
$2.09M