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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

283 hedge funds and large institutions have $1.61B invested in iShares Convertible Bond ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 41 closing their positions.

Holders
283
Holders Change
+35
Holders Change %
+14.11%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
139
Reduced
39
Closed
41
Calls
$6.14M
Puts
$81.2M
Net Calls
-$75.1M
Net Calls Change
-$60.4M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M
2
LPL Financial
2
LPL Financial
California
$96.6M
3
Jane Street
3
Jane Street
New York
$86.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.3M
5
BlackRock
5
BlackRock
New York
$62.7M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
AWM
2
AE Wealth Management
Kansas
$8.1M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$0
4
5L
4
55I LLC
Massachusetts
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$4.2M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$1.3M 18,728 +18,728 New
CAC
102
Certified Advisory Corp
Florida
$1.29M 18,583 +11,354 +157%
ASN
103
Advisory Services Network
Georgia
$1.28M 18,436 +5,669 +44%
PWP
104
Pursue Wealth Partners
California
$1.22M 17,650 – –
SPIA
105
Steward Partners Investment Advisory
New York
$1.22M 17,630 +16,644 +1,688%
NL
106
NWAM LLC
Washington
$1.22M 17,404 +14,079 +423%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$1.21M 17,507 – –
KFSC
108
Keystone Financial Services (Colorado)
Colorado
$1.21M 16,617 +16,617 New
CWM
109
Comprehensive Wealth Management
Washington
$1.19M 17,102 -469 -3%
BHWM
110
Bay Harbor Wealth Management
Maryland
$1.15M 16,612 +14,343 +632%
AAS
111
Avantax Advisory Services
Texas
$1.13M 16,228 +11,474 +241%
SWM
112
SigFig Wealth Management
California
$1.09M 15,029 +11,357 +309%
HA
113
HYA Advisors
Missouri
$1.09M 15,713 +15,713 New
CWM
114
Capital Wealth Management
Rhode Island
$1.06M 15,309 +833 +6%
VHAM
115
Van Hulzen Asset Management
California
$1.05M 15,084 +10,415 +223%
HI
116
Harbour Investments
Wisconsin
$1.04M 14,974 +14,974 New
I
117
INVST
Indiana
$1.03M 13,578 +13,578 New
CWM
118
Calamos Wealth Management
Illinois
$1.02M 14,725 +14,725 New
SWP
119
ShoreHaven Wealth Partners
New Jersey
$987K 14,242 +14,242 New
WA
120
Wealth Alliance
New York
$963K 13,879 +13,879 New
HA
121
Herold Advisors
New York
$958K 13,815 -595 -4%
CWA
122
Clearview Wealth Advisors
Oregon
$948K 13,673 +12,050 +742%
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$901K 12,991 +5,500 +73%
EL
124
EQ LLC
Washington
$895K 12,903 +12,903 New
BTI
125
Blue Trust Inc
Georgia
$867K 10,398 +10,398 New
3 4
5
6 7