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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

170 hedge funds and large institutions have $829M invested in iShares Convertible Bond ETF in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 52 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
24
Increased
71
Reduced
52
Closed
21
Calls
$17.4M
Puts
$11.6M
Net Calls
+$5.73M
Net Calls Change
+$16.1M

Top Buyers

1
Citigroup
1
Citigroup
New York
$15M
2
SAS
2
Sanford Advisory Services
Michigan
$14.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$16.7M
4
B
4
Barings
North Carolina
$11.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$41M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$3.43M
2
Nomura Asset Management
2
Nomura Asset Management
Japan
$0
3
Jane Street
3
Jane Street
New York
$0
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
LWAC
126
Laurel Wealth Advisors (California)
California
$297K 2,974 +191 +7%
GSWM
127
Golden State Wealth Management
California
$296K 2,969 +801 +37%
AIA
128
Arrow Investment Advisors
Maryland
$289K 2,902 -122 -4%
FNBTCON
129
First National Bank & Trust Co of Newtown
Pennsylvania
$278K 2,795 – –
AP
130
Advisors Preferred
Maryland
$263K 2,617 -2,471 -49%
CG
131
Colony Group
Massachusetts
$263K 2,635 +292 +12%
APW
132
Aurora Private Wealth
New Jersey
$258K 2,590 +2,590 New
WFM
133
Wolff Financial Management
Michigan
$251K 2,513 +2,513 New
ML
134
McAdam LLC
Pennsylvania
$246K 2,466 -68 -3%
SBL
135
Sargent Bickham Lagudis
Colorado
$243K 2,432 -617 -20%
SI
136
Stephens Inc
Arkansas
$241K 2,418 – –
FIA
137
Foundations Investment Advisors
Arizona
$234K 2,350 -12 -0.5%
HIA
138
Harbor Investment Advisory
Maryland
$219K 2,200 – –
WP
139
WealthPLAN Partners
Nebraska
$211K 2,329 +2,329 New
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$209K 2,098 -2,724 -56%
CCA
141
Catalyst Capital Advisors
New York
$181K 1,810 +310 +21%
MAWCM
142
Mine & Arao Wealth Creation & Management
California
$164K 1,643 +2 +0.1%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$162K 1,625 -5 -0.3%
DWMG
144
DB Wealth Management Group
California
$151K 1,518 -443 -23%
PFBT
145
Parkside Financial Bank & Trust
Missouri
$149K 1,496 – –
AF
146
Advisornet Financial
Minnesota
$125K 1,250 -952 -43%
FFA
147
Founders Financial Alliance
North Carolina
$125K 1,258 +383 +44%
AWA
148
Arkadios Wealth Advisors
Georgia
$95K 955 -25 -3%
S
149
SignatureFD
Georgia
$95K 951 +43 +5%
GPA
150
Guidance Point Advisors
Massachusetts
$89K 900 +900 New
4 5
6
7 8