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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
151
Citadel Advisors
Florida
$817K
CA
152
CoreCap Advisors
Michigan
$808K
HA
153
Herold Advisors
New York
$802K
BCM
154
Brookstone Capital Management
Illinois
$793K
CC
155
Copperleaf Capital
North Carolina
$791K
CWM
156
Centurion Wealth Management
Virginia
$785K
PNAA
157
Pictet North America Advisors
Switzerland
$780K
PCA
158
Prosperity Capital Advisors
Ohio
$766K
ASN
159
Advisory Services Network
Georgia
$742K
SAI
160
Savvy Advisors Inc
New York
$732K
EL
161
EWA LLC
Pennsylvania
$721K
RI
162
Ridgewood Investments
New Jersey
$715K
IWC
163
Integrated Wealth Concepts
Massachusetts
$682K
SPC
164
Sigma Planning Corp
Michigan
$662K
HF
165
HRT Financial
New York
$659K
IWN
166
Independent Wealth Network
Iowa
$647K
AWA
167
Aletheian Wealth Advisors
Washington
$636K
KFS
168
Kelly Financial Services
Massachusetts
$631K
LL
169
LPWM LLC
Minnesota
$617K
SFO
170
Stokes Family Office
Louisiana
$607K
SVWG
171
Shared Vision Wealth Group
United States
$606K
AWM
172
Able Wealth Management
New Jersey
$599K
CMMS
173
Comprehensive Money Management Services
Florida
$595K
ORC
174
O'Rourke & Company
Massachusetts
$566K
SA
175
Scarborough Advisors
Maryland
$558K