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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B 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, 190 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: 190

73% less call options, than puts

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

Holders
339
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
SB
126
Strategic Blueprint
Georgia
$1.06M
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$1.06M
CFD
128
Creative Financial Designs
Indiana
$1.05M
AIC
129
Archer Investment Corporation
Indiana
$1.05M
KFI
130
Key Financial Inc
Pennsylvania
$1.05M
GFPC
131
Global Financial Private Client
Florida
$1.04M
C
132
Croban
Ohio
$1.04M
US Bancorp
133
US Bancorp
Minnesota
$1.04M
QCIG
134
Quad-Cities Investment Group
Iowa
$1.03M
KWS
135
Keystone Wealth Services
California
$1.02M
GWS
136
Greykasell Wealth Strategies
California
$982K
OWA
137
Outlook Wealth Advisors
Texas
$980K
MFA
138
Millington Financial Advisors
Illinois
$971K
FFA
139
Farther Finance Advisors
California
$929K
PA
140
PFG Advisors
Arizona
$928K
SF
141
SWP Financial
California
$928K
UAG
142
United Advisor Group
Ohio
$923K
IA
143
Integrity Alliance
Iowa
$921K
AAM
144
Advisors Asset Management
Colorado
$882K
KAS
145
Kestra Advisory Services
Texas
$879K
AAS
146
Avantax Advisory Services
Texas
$876K
CWM
147
Comprehensive Wealth Management
Washington
$856K
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$846K
MCA
149
Midwest Capital Advisors
Michigan
$843K
OC
150
Oppenheimer & Co
New York
$827K