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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$1.8M
PAG
102
Private Advisor Group
New Jersey
$1.74M
SWP
103
Sagespring Wealth Partners
Tennessee
$1.72M
JWCA
104
J.W. Cole Advisors
Florida
$1.69M
SW
105
SteelPeak Wealth
California
$1.63M
KWM
106
KFG Wealth Management
Indiana
$1.61M
OMC
107
Overbrook Management Corp
New York
$1.59M
TWM
108
TSA Wealth Management
Texas
$1.49M
AI
109
Atria Investments
North Carolina
$1.48M
PWP
110
Pursue Wealth Partners
California
$1.46M
CIAS
111
CFS Investment Advisory Services
New Jersey
$1.43M
PPWM
112
Perissos Private Wealth Management
Oklahoma
$1.42M
HGWM
113
Horst & Graben Wealth Management
Oregon
$1.37M
HWM
114
Hohimer Wealth Management
Washington
$1.35M
KIM
115
Kestra Investment Management
Texas
$1.3M
TWP
116
Triad Wealth Partners
Kansas
$1.27M
MWM
117
Modern Wealth Management
Kansas
$1.27M
SA
118
Sovran Advisors
California
$1.26M
AWS
119
Atria Wealth Solutions
New York
$1.21M
PS
120
Principal Securities
Iowa
$1.19M
SW
121
Simplicity Wealth
New Jersey
$1.18M
GF
122
Gries Financial
Ohio
$1.13M
WCM
123
Windsor Capital Management
Arizona
$1.1M
PWM
124
Perigon Wealth Management
California
$1.1M
T
125
Tidemark
California
$1.1M