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iShares Convertible Bond ETF

334 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 188 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 188

73% less call options, than puts

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

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
PAG
101
Private Advisor Group
New Jersey
$1.74M
SWP
102
Sagespring Wealth Partners
Tennessee
$1.72M
JWCA
103
J.W. Cole Advisors
Florida
$1.69M
SW
104
SteelPeak Wealth
California
$1.63M
KWM
105
KFG Wealth Management
Indiana
$1.61M
OMC
106
Overbrook Management Corp
New York
$1.59M
TWM
107
TSA Wealth Management
Texas
$1.49M
AI
108
Atria Investments
North Carolina
$1.48M
PWP
109
Pursue Wealth Partners
California
$1.46M
CIAS
110
CFS Investment Advisory Services
New Jersey
$1.43M
PPWM
111
Perissos Private Wealth Management
Oklahoma
$1.42M
HGWM
112
Horst & Graben Wealth Management
Oregon
$1.37M
HWM
113
Hohimer Wealth Management
Washington
$1.35M
KIM
114
Kestra Investment Management
Texas
$1.3M
TWP
115
Triad Wealth Partners
Kansas
$1.27M
MWM
116
Modern Wealth Management
Kansas
$1.27M
SA
117
Sovran Advisors
California
$1.26M
AWS
118
Atria Wealth Solutions
New York
$1.21M
PS
119
Principal Securities
Iowa
$1.19M
SW
120
Simplicity Wealth
New Jersey
$1.18M
GF
121
Gries Financial
Ohio
$1.13M
WCM
122
Windsor Capital Management
Arizona
$1.1M
PWM
123
Perigon Wealth Management
California
$1.1M
T
124
Tidemark
California
$1.1M
SB
125
Strategic Blueprint
Georgia
$1.06M