ICVT icon

iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
151
Brookstone Capital Management
Illinois
$837K -$3.4K -40 -0.4%
C
152
Croban
Ohio
$822K +$822K +9,675 New
BHWM
153
Bay Harbor Wealth Management
Maryland
$798K +$296K +3,484 +59%
CA
154
CoreCap Advisors
Michigan
$795K -$20.1K -236 -2%
SFO
155
Stokes Family Office
Louisiana
$777K +$419K +4,928 +117%
MFA
156
Millington Financial Advisors
Illinois
$775K +$59.2K +678 +8%
APW
157
Austin Private Wealth
Texas
$759K +$270K +3,177 +55%
OFS
158
OneAscent Financial Services
Alabama
$747K +$747K +8,786 New
AAM
159
Advisors Asset Management
Colorado
$744K +$97.5K +1,148 +15%
UAG
160
United Advisor Group
Ohio
$744K +$744K +8,754 New
ASN
161
Advisory Services Network
Georgia
$709K +$66.9K +787 +10%
FA
162
Fedenia Advisers
Wisconsin
$703K +$703K +8,278 New
SVWG
163
Shared Vision Wealth Group
United States
$702K +$189K +2,223 +37%
SWM
164
SigFig Wealth Management
California
$694K +$146K +1,721 +27%
LL
165
LPWM LLC
Minnesota
$684K -$2.37M -27,918 -78%
Comerica Bank
166
Comerica Bank
Texas
$661K -$318K -3,737 -32%
WP
167
WealthShield Partners
North Carolina
$654K +$192K +2,262 +42%
JC
168
JB Capital
Connecticut
$628K +$99.2K +1,167 +19%
SFS
169
Security Financial Services
Indiana
$623K +$110K +1,292 +21%
SA
170
Scarborough Advisors
Maryland
$623K +$158K +1,862 +34%
SWM
171
Scissortail Wealth Management
Oklahoma
$620K +$616K +7,244 +15,413%
CC
172
Copperleaf Capital
North Carolina
$614K +$161K +1,900 +36%
Cerity Partners
173
Cerity Partners
New York
$605K +$605K +7,124 New
PFG
174
PAX Financial Group
Texas
$605K +$67.1K +790 +12%
MAM
175
Milestone Asset Management
Pennsylvania
$594K +$36.5K +429 +7%
5 6
7
8 9