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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.65M
Puts
$24.6M
Net Calls
-$18M
Net Calls Change
-$13.1M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$793K -$227K -2,515 -22%
CC
152
Copperleaf Capital
North Carolina
$791K +$48.3K +536 +7%
CWM
153
Centurion Wealth Management
Virginia
$785K -$167K -1,856 -18%
PNAA
154
Pictet North America Advisors
Switzerland
$780K -$22.3M -247,134 -97%
ASN
155
Advisory Services Network
Georgia
$742K -$29K -313 -4%
SAI
156
Savvy Advisors Inc
New York
$732K +$15K +166 +2%
EL
157
EWA LLC
Pennsylvania
$721K -$172K -1,912 -19%
RI
158
Ridgewood Investments
New Jersey
$715K +$62.8K +697 +10%
IWC
159
Integrated Wealth Concepts
Massachusetts
$682K +$238K +2,642 +54%
SPC
160
Sigma Planning Corp
Michigan
$662K -$15.9K -177 -2%
HF
161
HRT Financial
New York
$659K +$659K +7,316 New
IWN
162
Independent Wealth Network
Iowa
$647K +$35.8K +397 +6%
AWA
163
Aletheian Wealth Advisors
Washington
$636K +$8.29K +92 +1%
KFS
164
Kelly Financial Services
Massachusetts
$631K -$514K -5,707 -45%
LL
165
LPWM LLC
Minnesota
$617K -$49.2K -546 -7%
SFO
166
Stokes Family Office
Louisiana
$607K -$369K -4,092 -38%
SVWG
167
Shared Vision Wealth Group
United States
$606K -$165K -1,787 -21%
AWM
168
Able Wealth Management
New Jersey
$599K +$288K +3,192 +92%
CMMS
169
Comprehensive Money Management Services
Florida
$595K -$20.7K -230 -3%
ORC
170
O'Rourke & Company
Massachusetts
$566K – – –
SA
171
Scarborough Advisors
Maryland
$558K -$263K -2,916 -32%
PFA
172
Pettinga Financial Advisors
Indiana
$556K +$24.9K +276 +5%
GS
173
GTS Securities
New York
$552K +$552K +6,125 New
BTI
174
Blue Trust Inc
Georgia
$550K -$498K -5,533 -48%
APW
175
Austin Private Wealth
Texas
$526K -$476K -5,282 -48%
5 6
7
8 9