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iShares Convertible Bond ETF

400 hedge funds and large institutions have $1.89B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 174 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

10.24% less ownership

Funds ownership: 46.22%35.98% (-10%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

32% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 174

Holders
400
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
126
Horst & Graben Wealth Management
Oregon
$1.26M
WCM
127
Windsor Capital Management
Arizona
$1.26M
QCIG
128
Quad-Cities Investment Group
Iowa
$1.22M
RI
129
Ridgewood Investments
New Jersey
$1.22M
PUI
130
Purpose Unlimited Inc
$1.2M
PCA
131
Prosperity Capital Advisors
Ohio
$1.2M
SW
132
SteelPeak Wealth
California
$1.19M
AIC
133
Archer Investment Corporation
Indiana
$1.19M
WWA
134
WCG Wealth Advisors
Nevada
$1.19M
IA
135
Integrity Alliance
Iowa
$1.18M
KFI
136
Key Financial Inc
Pennsylvania
$1.15M
AIA
137
Armor Investment Advisors
North Carolina
$1.12M
GWS
138
Greykasell Wealth Strategies
California
$1.11M
CWA
139
Centerline Wealth Advisors
Kentucky
$1.1M
MCA
140
Midwest Capital Advisors
Michigan
$1.08M
VHAM
141
Van Hulzen Asset Management
California
$1.05M
HA
142
Herold Advisors
New York
$1.04M
SF
143
SWP Financial
California
$1.03M
NP
144
NorthRock Partners
Minnesota
$1.03M
ATPW
145
Ashton Thomas Private Wealth
Arizona
$1.02M
MFA
146
Millington Financial Advisors
Illinois
$1.02M
RWM
147
Revisor Wealth Management
Ohio
$1.01M
UAG
148
United Advisor Group
Ohio
$1.01M
CWM
149
Comprehensive Wealth Management
Washington
$1M
CCA
150
Cadent Capital Advisors
Oklahoma
$972K