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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

275 hedge funds and large institutions have $1.15B invested in iShares Convertible Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 122 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+43
Holders Change %
+18.53%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
68
Increased
122
Reduced
67
Closed
20
Calls
$12M
Puts
$26.9M
Net Calls
-$14.9M
Net Calls Change
+$11.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$76.3M
2
Bank of America
Bank of America
North Carolina
$160M
3
BlackRock
BlackRock
New York
$26.6M
4
LPL Financial
LPL Financial
California
$37.1M
5
TCM
Tradewinds Capital Management
Washington
$18.5M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
$11.8M
2
GM
GeoWealth Management
Illinois
$0
3
CAC
Certified Advisory Corp
Florida
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$4.82M
5
AssetMark Inc
AssetMark Inc
California
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
151
Wedbush Securities
California
$456K +$456K +5,712 New
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$450K -$16.6K -208 -4%
GF
153
Gries Financial
Ohio
$448K +$448K +5,606 New
BHWM
154
Bay Harbor Wealth Management
Maryland
$448K +$447K +5,595 +50,864%
SVWG
155
Shared Vision Wealth Group
United States
$444K +$444K +5,564 New
APW
156
Austin Private Wealth
Texas
$438K +$438K +5,541 New
SWM
157
SigFig Wealth Management
California
$418K +$418K +5,239 New
ML
158
McAdam LLC
Pennsylvania
$417K -$319 -4 -0.1%
FFA
159
Farther Finance Advisors
California
$401K +$335K +4,211 +512%
I
160
INVST
Indiana
$397K +$397K +4,994 New
BIA
161
Bigelow Investment Advisors
Maine
$396K -$21.1K -264 -5%
AWA
162
Acorn Wealth Advisors
Michigan
$381K +$5.35K +67 +1%
ORC
163
O'Rourke & Company
Massachusetts
$372K +$12.4K +156 +3%
SA
164
Scarborough Advisors
Maryland
$370K +$360K +4,505 +3,337%
IA
165
IFP Advisors
Florida
$370K -$304K -3,810 -45%
IWC
166
Integrated Wealth Concepts
Massachusetts
$366K +$56.8K +711 +18%
MWM
167
Mosley Wealth Management
California
$362K +$362K +4,529 New
PFA
168
Pettinga Financial Advisors
Indiana
$351K +$351K +4,394 New
PK
169
Pflug Koory
Nebraska
$350K -$24K -300 -6%
AWM
170
Avior Wealth Management
Nebraska
$347K +$323K +4,047 +1,349%
T
171
Tidemark
California
$338K +$338K +4,235 New
IP
172
Ignite Planners
California
$338K +$14.1K +177 +4%
WP
173
WealthShield Partners
North Carolina
$336K +$270K +3,384 +408%
EL
174
EWA LLC
Pennsylvania
$336K +$336K +4,299 New
TPWA
175
TRUE Private Wealth Advisors
Oregon
$329K +$37.4K +468 +13%
5 6
7
8 9