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iShares Convertible Bond ETF

182 hedge funds and large institutions have $864M invested in iShares Convertible Bond ETF in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
182
Holders Change
+12
Holders Change %
+7.06%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
42
Increased
78
Reduced
43
Closed
26
Calls
$28.6M
Puts
$28.2M
Net Calls
+$426K
Net Calls Change
-$5.31M
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$132K 1,479 -1,949 -57%
HNB
152
Huntington National Bank
Ohio
AF
153
Advisornet Financial
Minnesota
$111K 1,250
S
154
SignatureFD
Georgia
$106K 1,190 +239 +25%
AA
155
Ancora Advisors
Ohio
$62K 700 +700 New
DI
156
Disciplined Investments
Oklahoma
$52K 585 +38 +7%
FAG
157
Fortitude Advisory Group
Washington
$49K 550 +550 New
ACA
158
Aptus Capital Advisors
Alabama
$45K 507
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$41K 461
Barclays
160
Barclays
United Kingdom
$40K 450
TCOV
161
Trust Company of Vermont
Vermont
$37K 417 +417 New
DWMG
162
DB Wealth Management Group
California
$35K 393 -1,125 -74%
BlackRock
163
BlackRock
New York
$34K 381 -5 -1%
TC
164
TAP Consulting
Missouri
$31K 344 +344 New
KFS
165
Kelly Financial Services
Massachusetts
$22.7K 254 +95 +60%
MCM
166
MV Capital Management
Maryland
$22K 248 -44,206 -99%
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$22K 250 +250 New
IAIM
168
Industrial Alliance Investment Management
Quebec, Canada
$19K 208 +208 New
FWA
169
FSC Wealth Advisors
New York
$18K 199 +199 New
GWM
170
Geneos Wealth Management
Colorado
$17K 199 +199 New
PCG
171
Private Capital Group
Connecticut
$15K 170
CFGS
172
Concourse Financial Group Securities
Alabama
$13K 144
Simplex Trading
173
Simplex Trading
Illinois
$13K 147 +60 +69%
TRCT
174
Tower Research Capital (TRC)
New York
$12K 137 +137 New
GI
175
Gradient Investments
Minnesota
$10K 109 -40 -27%