iShares Convertible Bond ETF
ICVT
ICVT
350 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 166 increasing their positions, 99 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
1.11% less ownership
Funds ownership: 66.24% → 65.13% (-1.1%)
27% less funds holding in top 10
Funds holding in top 10: 15 → 11 (-4)
35% less call options, than puts
Call options by funds: $8.9M | Put options by funds: $13.8M
Holders
350
Holding in Top 10
11
Calls
$8.9M
Puts
$13.8M
Top Buyers
| 1 | +$28.8M | |
| 2 | +$21.7M | |
| 3 | +$21.4M | |
| 4 |
BWP
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
+$14.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.7M |
Top Sellers
| 1 | -$46.8M | |
| 2 | -$34M | |
| 3 | -$30.3M | |
| 4 |
AssetMark Inc
Concord,
California
|
-$14.2M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$9.32M |