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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
PFG Advisors
Arizona
$1.01M -$10K -120 -1%
AWM
127
AE Wealth Management
Kansas
$995K -$3.89M -46,542 -80%
HA
128
Herold Advisors
New York
$992K – – –
AIC
129
Archer Investment Corporation
Indiana
$977K – – –
BTI
130
Blue Trust Inc
Georgia
$973K +$21.2K +254 +2%
KFI
131
Key Financial Inc
Pennsylvania
$973K – – –
GM
132
GeoWealth Management
Illinois
$967K +$921K +11,020 +2,015%
GFPC
133
Global Financial Private Client
Florida
$954K -$32.9K -393 -3%
AAS
134
Avantax Advisory Services
Texas
$950K -$18.4K -220 -2%
KWS
135
Keystone Wealth Services
California
$947K -$75.5K -903 -7%
BCM
136
Brookstone Capital Management
Illinois
$947K +$123K +1,471 +15%
QCIG
137
Quad-Cities Investment Group
Iowa
$942K +$2.43K +29 +0.3%
OWA
138
Outlook Wealth Advisors
Texas
$941K -$9.03K -108 -1%
WCM
139
Windsor Capital Management
Arizona
$941K +$3.76K +45 +0.4%
GF
140
Gries Financial
Ohio
$937K +$7.94K +95 +0.9%
APW
141
Austin Private Wealth
Texas
$930K +$183K +2,185 +24%
GWS
142
Greykasell Wealth Strategies
California
$911K +$17.9K +214 +2%
FFA
143
Farther Finance Advisors
California
$908K +$10.9K +130 +1%
SFO
144
Stokes Family Office
Louisiana
$906K +$141K +1,686 +18%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$903K +$36.4K +435 +4%
CWM
146
Centurion Wealth Management
Virginia
$898K – – –
C
147
Croban
Ohio
$857K +$48.1K +575 +6%
EL
148
EWA LLC
Pennsylvania
$828K +$318K +3,804 +62%
BHWM
149
Bay Harbor Wealth Management
Maryland
$817K +$31.5K +377 +4%
CA
150
CoreCap Advisors
Michigan
$808K +$25.2K +301 +3%
4 5
6
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