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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

318 hedge funds and large institutions have $1.41B invested in iShares Convertible Bond ETF in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 33 closing their positions.

Holders
318
Holders Change
+16
Holders Change %
+5.3%
% of All Funds
5.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
55
Increased
115
Reduced
127
Closed
33
Calls
$87.5M
Puts
$74.7M
Net Calls
+$12.8M
Net Calls Change
+$92.2M

Top Buyers

1
ANTB
1
AMG National Trust Bank
Colorado
$62.3M
2
AssetMark Inc
2
AssetMark Inc
California
$38.2M
3
AA
3
Advisory Alpha
Michigan
$23.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13.4M
5
CAC
5
Certified Advisory Corp
Florida
$10.3M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$2.79M
2
PPFA
2
Provida Pension Fund Administrator
Chile
$17.4M
3
Jane Street
3
Jane Street
New York
$9.03M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.49M
5
OAM
5
Oppenheimer Asset Management
New York
$4.94M
Name Market Value Shares Shares
Change 		Shares
Change %
FLA
101
Financial Life Advisors
Texas
$1.36M 19,549 +19,549 New
BFG
102
Buttonwood Financial Group
Missouri
$1.36M 19,543 -11,568 -37%
FFWM
103
Future Financial Wealth Management
Ohio
$1.35M 19,498 -402 -2%
AAS
104
Avantax Advisory Services
Texas
$1.33M 19,087 +3,886 +26%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$1.27M 18,233 -1,097 -6%
CWM
106
Capital Wealth Management
Rhode Island
$1.24M 17,914 +3,096 +21%
PWP
107
Pursue Wealth Partners
California
$1.23M 17,650 – –
BHWM
108
Bay Harbor Wealth Management
Maryland
$1.19M 17,177 +72 +0.4%
ASN
109
Advisory Services Network
Georgia
$1.18M 16,945 -296 -2%
SWM
110
SigFig Wealth Management
California
$1.17M 10,838 -111 -1%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.16M 16,731 +1,487 +10%
PFA
112
Pettinga Financial Advisors
Indiana
$1.13M 16,260 -2,836 -15%
BCM
113
Brookstone Capital Management
Illinois
$1.1M 15,678 +442 +3%
MFG
114
Merit Financial Group
Georgia
$1.1M 15,774 +2,009 +15%
VHAM
115
Van Hulzen Asset Management
California
$1.05M 15,155 -13 -0.1%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$1.03M 14,814 -830 -5%
CWM
117
Centurion Wealth Management
Virginia
$1.02M 14,613 +14,613 New
TF
118
Trek Financial
Arizona
$996K 14,334 +1,223 +9%
MWM
119
Merriman Wealth Management
Washington
$982K 14,142 +14,142 New
HPWA
120
Hall Private Wealth Advisors
North Carolina
$975K 14,033 +14,033 New
LA
121
LVW Advisors
New York
$969K 13,949 +534 +4%
SPIA
122
Steward Partners Investment Advisory
New York
$952K 13,706 +377 +3%
WWG
123
West Wealth Group
California
$945K 13,599 -1,369 -9%
JPMorgan Chase & Co
124
JPMorgan Chase & Co
New York
$899K 12,931 +8,920 +222%
NL
125
NWAM LLC
Washington
$881K 12,686 -189 -1%
3 4
5
6 7