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iShares Convertible Bond ETF
ICVT

382 hedge funds and large institutions have $2.04B invested in iShares Convertible Bond ETF in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 191 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 29

127% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 84

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

9% more funds holding

Funds holding: 349 → 382 (+33)

7% more capital invested

Capital invested by funds: $1.9B → $2.04B (+$138M)

12.97% less ownership

Funds ownership: 64.04% → 51.08% (-13%)

74% less call options, than puts

Call options by funds: $3.73M | Put options by funds: $14.1M

Holders
382
Holders Change
+33
Holders Change %
+9.46%
% of All Funds
4.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
68
Increased
191
Reduced
84
Closed
29
Calls
$3.73M
Puts
$14.1M
Net Calls
-$10.4M
Net Calls Change
+$1.06M

Top Buyers

1
PPFA
Provida Pension Fund Administrator
Chile
+$91.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.8M
3
TCM
Tradewinds Capital Management
Washington
+$18.9M
4
LPL Financial
LPL Financial
California
+$17.5M
5
SL
Systelligence LLC
Minnesota
+$13.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$23.8M
2
OPAM
Ocean Park Asset Management
California
-$22M
3
Osaic Holdings
Osaic Holdings
Arizona
-$13.1M
4
NYLIM
New York Life Investment Management
New York
-$11.8M
5
Goldman Sachs
Goldman Sachs
New York
-$7.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
126
Pettinga Financial Advisors
Indiana
$1.36M +$297K +2,959 +27%
KWS
127
Keystone Wealth Services
California
$1.34M +$32.8K +326 +2%
ATPW
128
Ashton Thomas Private Wealth
Arizona
$1.33M +$248K +2,471 +22%
NP
129
NorthRock Partners
Minnesota
$1.32M +$663K +6,599 +97%
DAS
130
Dynamic Advisor Solutions
Arizona
$1.29M -$4.18M -41,632 -76%
PWP
131
Pursue Wealth Partners
California
$1.29M – – –
WCM
132
Windsor Capital Management
Arizona
$1.19M -$67.7K -674 -5%
QCIG
133
Quad-Cities Investment Group
Iowa
$1.17M +$7.24K +72 +0.6%
KFI
134
Key Financial Inc
Pennsylvania
$1.16M +$14.7K +146 +1%
AIC
135
Archer Investment Corporation
Indiana
$1.15M – – –
WWA
136
WCG Wealth Advisors
Nevada
$1.15M +$1.17M +11,681 New
CFD
137
Creative Financial Designs
Indiana
$1.13M +$49.2K +489 +4%
HA
138
Herold Advisors
New York
$1.1M -$18.6K -185 -2%
AIA
139
Armor Investment Advisors
North Carolina
$1.1M -$107K -1,063 -9%
CWM
140
Comprehensive Wealth Management
Washington
$1.09M +$342K +3,398 +44%
AWA
141
Arete Wealth Advisors
Illinois
$1.08M +$49.3K +490 +5%
GWS
142
Greykasell Wealth Strategies
California
$1.07M +$302 +3 +0%
GFPC
143
Global Financial Private Client
Florida
$1.06M -$21.7K -216 -2%
SWP
144
Sagespring Wealth Partners
Tennessee
$1.05M -$868K -8,633 -45%
CAP
145
Cordoba Advisory Partners
New York
$1.05M +$1.07M +10,688 New
IA
146
Integrity Alliance
Iowa
$1.04M +$6.03K +60 +0.6%
KA
147
Kovack Advisors
Florida
$1M +$1.03M +10,199 New
KFS
148
Kelly Financial Services
Massachusetts
$1M +$340K +3,386 +50%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$994K +$549K +5,460 +118%
BCM
150
Brookstone Capital Management
Illinois
$979K +$84.3K +839 +9%
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