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iShares Convertible Bond ETF

212 hedge funds and large institutions have $843M invested in iShares Convertible Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
83
Reduced
67
Closed
28
Calls
$40.7M
Puts
$40.4M
Net Calls
+$331K
Net Calls Change
+$21.9M
Name Market Value Shares Shares
Change
Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$166K 2,232 -159 -7%
DF
152
Dunhill Financial
United Kingdom
$155K 2,102 +6 +0.3%
EW
153
Element Wealth
Mississippi
$154K 2,080 +1 +0%
PPFA
154
Provida Pension Fund Administrator
Chile
$148K 2,000 -248,300 -99%
HIA
155
Harbor Investment Advisory
Maryland
$134K 1,800
MAWCM
156
Mine & Arao Wealth Creation & Management
California
$99.8K 1,345 +1 +0.1%
SPIA
157
Steward Partners Investment Advisory
New York
$92.8K 1,250
US Bancorp
158
US Bancorp
Minnesota
$91.8K 1,236 +1,123 +994%
PPC
159
Park Place Capital
Alabama
$79.1K 1,066 +1,066 New
HI
160
Harbour Investments
Wisconsin
$70.6K 951 -7,956 -89%
WP
161
WealthShield Partners
North Carolina
$66.2K 892 +648 +266%
ACA
162
Aptus Capital Advisors
Alabama
$64.6K 870 -13 -1%
AA
163
Ancora Advisors
Ohio
$59.4K 801 +53 +7%
FFA
164
Farther Finance Advisors
California
$57.4K 774 +160 +26%
Citigroup
165
Citigroup
New York
$48.3K 651 +1 +0.2%
PA
166
Parallel Advisors
California
$46.2K 623
EWP
167
Elevation Wealth Partners
California
$45.5K 614 +3 +0.5%
FFA
168
Founders Financial Alliance
North Carolina
$42.9K 579 -153 -21%
AP
169
Advisors Preferred
Maryland
$42K 568 +58 +11%
GRP
170
Global Retirement Partners
California
$39.5K 540 -379 -41%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$37K 500 -300 -38%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$34.9K 470
GFPC
173
Global Financial Private Client
Florida
$31.4K 425
CA
174
Crewe Advisors
Utah
$26.6K 359 -51 -12%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$25.8K 348 +174 +100%