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iShares Convertible Bond ETF

248 hedge funds and large institutions have $1.12B invested in iShares Convertible Bond ETF in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+66
Holders Change %
+36.26%
% of All Funds
3.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
94
Increased
81
Reduced
52
Closed
26
Calls
$4.42M
Puts
$19.2M
Net Calls
-$14.8M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DZ Bank
151
DZ Bank
Germany
$344K
MWM
152
Modera Wealth Management
New Jersey
$343K +$26.1K +314 +8%
NCM
153
Northwest Capital Management
Oregon
$341K +$132K +1,584 +63%
ML
154
McAdam LLC
Pennsylvania
$340K +$77.6K +932 +30%
HPC
155
Hobart Private Capital
North Carolina
$340K +$340K +4,079 New
Thrivent Financial for Lutherans
156
Thrivent Financial for Lutherans
Minnesota
$337K +$337K +4,040 New
RI
157
Ridgewood Investments
New Jersey
$336K +$22.1K +265 +7%
IWN
158
Independent Wealth Network
Iowa
$324K +$20.6K +247 +7%
PG
159
Prostatis Group
Maryland
$317K +$167 +2 +0.1%
AWA
160
Acorn Wealth Advisors
Michigan
$316K -$3.83K -46 -1%
HFA
161
High Falls Advisors
New York
$316K +$316K +3,795 New
AWE
162
Avidian Wealth Enterprises
Texas
$304K +$46.6K +560 +18%
WCM
163
Windsor Capital Management
Arizona
$300K +$300K +3,601 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$295K +$172K +2,056 +139%
IAN
165
Integrated Advisors Network
Texas
$295K +$295K +3,550 New
CA
166
Calton & Associates
Florida
$294K -$1.33K -16 -0.5%
SWM
167
SigFig Wealth Management
California
$294K +$294K +3,672 New
TSS
168
Two Sigma Securities
New York
$288K +$288K +3,457 New
TF
169
Trek Financial
Arizona
$280K -$230K -2,761 -45%
Creative Planning
170
Creative Planning
Kansas
$280K -$8.83K -106 -3%
DI
171
Disciplined Investments
Oklahoma
$279K +$230K +2,764 +472%
NL
172
NWAM LLC
Washington
$277K +$277K +3,325 New
AWA
173
Aletheian Wealth Advisors
Washington
$274K +$274K +3,294 New
FCC
174
Florin Court Capital
United Kingdom
$265K -$534K -6,400 -67%
FRA
175
Front Row Advisors
California
$260K