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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 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:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

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

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
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
T
126
Tidemark
California
$1.27M
HGWM
127
Horst & Graben Wealth Management
Oregon
$1.26M
WCM
128
Windsor Capital Management
Arizona
$1.26M
QCIG
129
Quad-Cities Investment Group
Iowa
$1.22M
RI
130
Ridgewood Investments
New Jersey
$1.22M
PUI
131
Purpose Unlimited Inc
$1.2M
PCA
132
Prosperity Capital Advisors
Ohio
$1.2M
SW
133
SteelPeak Wealth
California
$1.19M
AIC
134
Archer Investment Corporation
Indiana
$1.19M
WWA
135
WCG Wealth Advisors
Nevada
$1.19M
IA
136
Integrity Alliance
Iowa
$1.18M
KFI
137
Key Financial Inc
Pennsylvania
$1.15M
AIA
138
Armor Investment Advisors
North Carolina
$1.12M
GWS
139
Greykasell Wealth Strategies
California
$1.11M
CWA
140
Centerline Wealth Advisors
Kentucky
$1.1M
MCA
141
Midwest Capital Advisors
Michigan
$1.08M
VHAM
142
Van Hulzen Asset Management
California
$1.05M
HA
143
Herold Advisors
New York
$1.04M
SF
144
SWP Financial
California
$1.03M
NP
145
NorthRock Partners
Minnesota
$1.03M
ATPW
146
Ashton Thomas Private Wealth
Arizona
$1.02M
MFA
147
Millington Financial Advisors
Illinois
$1.02M
RWM
148
Revisor Wealth Management
Ohio
$1.01M
UAG
149
United Advisor Group
Ohio
$1.01M
CWM
150
Comprehensive Wealth Management
Washington
$1M