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iShares Convertible Bond ETF

222 hedge funds and large institutions have $734M invested in iShares Convertible Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 118 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

48% less capital invested

Capital invested by funds: $1.41B → $734M (-$681M)

56% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 118

75% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 119

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.2M
Puts
$95.7M
Net Calls
Net Calls Change

Top Buyers

1 +$57M
2 +$34.6M
3 +$15.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
AWM
Adams Wealth Management
Utah
+$8.17M

Top Sellers

1 -$305M
2 -$88.2M
3 -$64.6M
4
BlackRock
BlackRock
New York
-$45.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$552K
102
$547K
103
$529K
104
$528K
105
$526K
106
$521K
107
$512K
108
$506K
109
$501K
110
$486K
111
$476K
112
$471K
113
$460K
114
$446K
115
$442K
116
$421K
117
$421K
118
$405K
119
$403K
120
$399K
121
$397K
122
$396K
123
$388K
124
$380K
125
$374K