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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
151
United Advisor Group
Ohio
$796K +$64.2K +768 +9%
MFA
152
Millington Financial Advisors
Illinois
$794K +$77.3K +957 +11%
TI
153
Tidal Investments
Wisconsin
$791K -$649K -7,772 -45%
AAM
154
Advisors Asset Management
Colorado
$787K +$54.8K +655 +7%
SA
155
Scarborough Advisors
Maryland
$762K +$148K +1,774 +24%
MAM
156
Milestone Asset Management
Pennsylvania
$730K +$146K +1,744 +25%
SW
157
Simplicity Wealth
New Jersey
$700K +$700K +8,377 New
SWM
158
SigFig Wealth Management
California
$698K +$12.9K +154 +2%
SVWG
159
Shared Vision Wealth Group
United States
$697K +$6.1K +73 +0.9%
ASN
160
Advisory Services Network
Georgia
$697K -$1.42K -17 -0.2%
FA
161
Fedenia Advisers
Wisconsin
$692K – – –
CC
162
Copperleaf Capital
North Carolina
$689K +$84.9K +1,016 +14%
CAS
163
Coppell Advisory Solutions
Texas
$689K +$681K +13,432 +8,610%
WP
164
WealthShield Partners
North Carolina
$677K +$33.9K +406 +5%
I
165
INVST
Indiana
$666K -$190K -2,273 -22%
SAI
166
Savvy Advisors Inc
New York
$666K +$666K +7,962 New
Focus Partners Wealth
167
Focus Partners Wealth
Massachusetts
$663K +$663K +7,931 New
SHIM
168
Stone House Investment Management
Pennsylvania
$660K +$240K +2,873 +57%
Citadel Advisors
169
Citadel Advisors
Florida
$657K +$657K +7,852 New
SPC
170
Sigma Planning Corp
Michigan
$629K +$65.3K +781 +12%
LL
171
LPWM LLC
Minnesota
$619K -$54.7K -654 -8%
SFS
172
Security Financial Services
Indiana
$617K +$3.18K +38 +0.5%
RI
173
Ridgewood Investments
New Jersey
$606K +$37K +442 +7%
ATPW
174
Ashton Thomas Private Wealth
Arizona
$599K +$137K +1,643 +30%
Cerity Partners
175
Cerity Partners
New York
$596K +$752 +9 +0.1%
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7
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