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iShares Convertible Bond ETF

182 hedge funds and large institutions have $864M invested in iShares Convertible Bond ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
78
Reduced
43
Closed
26
Calls
$28.6M
Puts
$28.2M
Net Calls
+$426K
Net Calls Change
-$5.31M
Name Market Value Shares Shares
Change
Shares
Change %
ARC
101
Advisor Resource Council
Texas
$483K 5,418 +5,418 New
BWA
102
Burt Wealth Advisors
Maryland
$472K 5,288 +197 +4%
AAM
103
Advisors Asset Management
Colorado
$466K 5,225 +119 +2%
IA
104
IFP Advisors
Florida
$460K 5,071 -2,890 -36%
PWMG
105
Prestige Wealth Management Group
New Jersey
$451K 5,053
MA
106
Mutual Advisors
Nebraska
$430K 4,820 +355 +8%
CW
107
CreativeOne Wealth
Kansas
$395K 4,427 +417 +10%
BCV
108
Banque Cantonale Vaudoise
Switzerland
$379K 4,242 +726 +21%
DZ Bank
109
DZ Bank
Germany
$366K 4,100
AAS
110
Avantax Advisory Services
Texas
$365K 4,092 +10 +0.2%
FCA
111
FinTrust Capital Advisors
South Carolina
$346K 3,878
AWA
112
Acorn Wealth Advisors
Michigan
$342K 3,840 +3,840 New
GSWM
113
Golden State Wealth Management
California
$340K 3,813 +844 +28%
MWM
114
Modera Wealth Management
New Jersey
$340K 3,807 +3,807 New
Cetera Investment Advisers
115
Cetera Investment Advisers
Illinois
$339K 3,800 +716 +23%
PG
116
Prostatis Group
Maryland
$339K 3,797 -304 -7%
RI
117
Ridgewood Investments
New Jersey
$337K 3,773 +89 +2%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$333K 3,733 -7,047 -65%
IWN
119
Independent Wealth Network
Iowa
$325K 3,642 -493 -12%
LSA
120
Lion Street Advisors
Texas
$319K 3,587
CA
121
Calton & Associates
Florida
$316K 3,553 +3,553 New
Creative Planning
122
Creative Planning
Kansas
$309K 3,469 -7 -0.2%
FIA
123
Foundations Investment Advisors
Arizona
$285K 3,282 +932 +40%
SCA
124
Snowden Capital Advisors
New York
$282K 3,171 +3,171 New
ML
125
McAdam LLC
Pennsylvania
$281K 3,154 +688 +28%