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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$2.06M
DADC
102
D.A. Davidson & Co
Montana
$2.03M
FCC
103
Florin Court Capital
United Kingdom
$1.99M
Lido Advisors
104
Lido Advisors
California
$1.97M
PCM
105
Prelude Capital Management
New York
$1.82M
SA
106
Sovran Advisors
California
$1.68M
TWM
107
TSA Wealth Management
Texas
$1.6M
SW
108
SoFi Wealth
California
$1.56M
HWM
109
Hohimer Wealth Management
Washington
$1.53M
PWM
110
Perigon Wealth Management
California
$1.53M
PS
111
Principal Securities
Iowa
$1.52M
AWA
112
Arkadios Wealth Advisors
Georgia
$1.51M
OWA
113
Outlook Wealth Advisors
Texas
$1.48M
SWM
114
Scissortail Wealth Management
Oklahoma
$1.48M
CIAS
115
CFS Investment Advisory Services
New Jersey
$1.46M
PIA
116
Pinion Investment Advisors
Kansas
$1.39M
KWS
117
Keystone Wealth Services
California
$1.39M
SB
118
Strategic Blueprint
Georgia
$1.36M
GFPC
119
Global Financial Private Client
Florida
$1.35M
ECA
120
Elevation Capital Advisory
Oregon
$1.33M
PWP
121
Pursue Wealth Partners
California
$1.33M
SFO
122
Stokes Family Office
Louisiana
$1.32M
FRA
123
FFG Retirement Advisors
Colorado
$1.29M
CFD
124
Creative Financial Designs
Indiana
$1.29M
IWC
125
Integrated Wealth Concepts
Massachusetts
$1.29M