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iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$1.06M
CFD
127
Creative Financial Designs
Indiana
$1.05M
AIC
128
Archer Investment Corporation
Indiana
$1.05M
KFI
129
Key Financial Inc
Pennsylvania
$1.05M
GFPC
130
Global Financial Private Client
Florida
$1.04M
C
131
Croban
Ohio
$1.04M
US Bancorp
132
US Bancorp
Minnesota
$1.04M
QCIG
133
Quad-Cities Investment Group
Iowa
$1.03M
KWS
134
Keystone Wealth Services
California
$1.02M
GWS
135
Greykasell Wealth Strategies
California
$982K
OWA
136
Outlook Wealth Advisors
Texas
$980K
MFA
137
Millington Financial Advisors
Illinois
$971K
FFA
138
Farther Finance Advisors
California
$929K
PA
139
PFG Advisors
Arizona
$928K
SF
140
SWP Financial
California
$928K
UAG
141
United Advisor Group
Ohio
$923K
IA
142
Integrity Alliance
Iowa
$921K
AAM
143
Advisors Asset Management
Colorado
$882K
KAS
144
Kestra Advisory Services
Texas
$879K
AAS
145
Avantax Advisory Services
Texas
$876K
CWM
146
Comprehensive Wealth Management
Washington
$856K
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$846K
MCA
148
Midwest Capital Advisors
Michigan
$843K
OC
149
Oppenheimer & Co
New York
$827K
Citadel Advisors
150
Citadel Advisors
Florida
$817K