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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 191

73% less call options, than puts

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

Holders
340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
T
126
Tidemark
California
$1.1M
SB
127
Strategic Blueprint
Georgia
$1.06M
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$1.06M
CFD
129
Creative Financial Designs
Indiana
$1.05M
AIC
130
Archer Investment Corporation
Indiana
$1.05M
KFI
131
Key Financial Inc
Pennsylvania
$1.05M
GFPC
132
Global Financial Private Client
Florida
$1.04M
C
133
Croban
Ohio
$1.04M
US Bancorp
134
US Bancorp
Minnesota
$1.04M
QCIG
135
Quad-Cities Investment Group
Iowa
$1.03M
KWS
136
Keystone Wealth Services
California
$1.02M
GWS
137
Greykasell Wealth Strategies
California
$982K
OWA
138
Outlook Wealth Advisors
Texas
$980K
MFA
139
Millington Financial Advisors
Illinois
$971K
FFA
140
Farther Finance Advisors
California
$929K
PA
141
PFG Advisors
Arizona
$928K
SF
142
SWP Financial
California
$928K
UAG
143
United Advisor Group
Ohio
$923K
IA
144
Integrity Alliance
Iowa
$921K
AAM
145
Advisors Asset Management
Colorado
$882K
KAS
146
Kestra Advisory Services
Texas
$879K
AAS
147
Avantax Advisory Services
Texas
$876K
CWM
148
Comprehensive Wealth Management
Washington
$856K
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$846K
MCA
150
Midwest Capital Advisors
Michigan
$843K