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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
101
Horst & Graben Wealth Management
Oregon
$1.69M +$6.69K +80 +0.4%
IA
102
Integrity Alliance
Iowa
$1.65M +$221K +2,648 +16%
OC
103
Oppenheimer & Co
New York
$1.64M -$263K -3,150 -14%
PAG
104
Private Advisor Group
New Jersey
$1.62M -$1.2M -14,325 -42%
SF
105
SWP Financial
California
$1.6M +$65.3K +781 +4%
JWCA
106
J.W. Cole Advisors
Florida
$1.54M +$118K +1,415 +8%
SWP
107
Sagespring Wealth Partners
Tennessee
$1.53M +$531K +6,355 +53%
TWP
108
Triad Wealth Partners
Kansas
$1.51M +$314K +3,752 +26%
DADC
109
D.A. Davidson & Co
Montana
$1.51M -$95.7K -1,145 -6%
T
110
Tidemark
California
$1.5M +$578K +6,913 +63%
PPWM
111
Perissos Private Wealth Management
Oklahoma
$1.48M -$16.6K -198 -1%
PWM
112
Perigon Wealth Management
California
$1.48M +$186K +2,230 +14%
OMC
113
Overbrook Management Corp
New York
$1.47M -$481K -5,757 -25%
SB
114
Strategic Blueprint
Georgia
$1.42M +$235K +2,811 +20%
KIM
115
Kestra Investment Management
Texas
$1.3M -$763K -9,121 -37%
MCA
116
Midwest Capital Advisors
Michigan
$1.26M +$380K +4,542 +43%
HWM
117
Hohimer Wealth Management
Washington
$1.26M – – –
T. Rowe Price Associates
118
T. Rowe Price Associates
Maryland
$1.25M -$1.2M -14,300 -49%
Renaissance Technologies
119
Renaissance Technologies
New York
$1.21M -$2.74M -32,803 -69%
CFD
120
Creative Financial Designs
Indiana
$1.16M +$255K +3,053 +28%
BPC
121
Banque Pictet & Cie
Switzerland
$1.15M +$234K +2,796 +26%
PGF
122
Plan Group Financial
Oklahoma
$1.13M +$929K +11,109 +452%
KFS
123
Kelly Financial Services
Massachusetts
$1.06M +$5.35K +64 +0.5%
PS
124
Principal Securities
Iowa
$1.04M +$3.91K +46 +0.4%
PCA
125
Prosperity Capital Advisors
Ohio
$1.02M -$95.8K -1,144 -9%
3 4
5
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