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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.65M
Puts
$24.6M
Net Calls
-$18M
Net Calls Change
-$13.1M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$1.05M – – –
KFI
127
Key Financial Inc
Pennsylvania
$1.05M +$3.15K +35 +0.3%
GFPC
128
Global Financial Private Client
Florida
$1.04M +$14K +155 +1%
C
129
Croban
Ohio
$1.04M +$116K +1,292 +13%
US Bancorp
130
US Bancorp
Minnesota
$1.04M -$861K -9,558 -45%
QCIG
131
Quad-Cities Investment Group
Iowa
$1.03M +$18.6K +206 +2%
KWS
132
Keystone Wealth Services
California
$1.02M +$180 +2 +0%
GWS
133
Greykasell Wealth Strategies
California
$982K +$270 +3 +0%
OWA
134
Outlook Wealth Advisors
Texas
$980K -$34K -377 -3%
MFA
135
Millington Financial Advisors
Illinois
$971K +$56.8K +611 +6%
FFA
136
Farther Finance Advisors
California
$929K -$48.3K -536 -5%
PA
137
PFG Advisors
Arizona
$928K -$163K -1,812 -15%
SF
138
SWP Financial
California
$928K -$792K -8,789 -46%
UAG
139
United Advisor Group
Ohio
$923K +$65.5K +727 +8%
IA
140
Integrity Alliance
Iowa
$921K -$852K -9,452 -48%
AAM
141
Advisors Asset Management
Colorado
$882K +$33.9K +376 +4%
KAS
142
Kestra Advisory Services
Texas
$879K -$1.1M -12,164 -55%
AAS
143
Avantax Advisory Services
Texas
$876K -$147K -1,636 -14%
CWM
144
Comprehensive Wealth Management
Washington
$856K +$856K +9,496 New
Focus Partners Wealth
145
Focus Partners Wealth
Massachusetts
$846K +$131K +1,455 +18%
MCA
146
Midwest Capital Advisors
Michigan
$843K -$517K -5,736 -38%
OC
147
Oppenheimer & Co
New York
$827K -$941K -10,446 -53%
Citadel Advisors
148
Citadel Advisors
Florida
$817K +$109K +1,213 +15%
CA
149
CoreCap Advisors
Michigan
$808K -$62.3K -692 -7%
HA
150
Herold Advisors
New York
$802K -$268K -2,970 -25%
4 5
6
7 8