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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
OC
151
Oppenheimer & Co
New York
$827K
Citadel Advisors
152
Citadel Advisors
Florida
$817K
CA
153
CoreCap Advisors
Michigan
$808K
HA
154
Herold Advisors
New York
$802K
BCM
155
Brookstone Capital Management
Illinois
$793K
CC
156
Copperleaf Capital
North Carolina
$791K
CWM
157
Centurion Wealth Management
Virginia
$785K
PNAA
158
Pictet North America Advisors
Switzerland
$780K
PCA
159
Prosperity Capital Advisors
Ohio
$766K
ASN
160
Advisory Services Network
Georgia
$742K
SAI
161
Savvy Advisors Inc
New York
$732K
EL
162
EWA LLC
Pennsylvania
$721K
RI
163
Ridgewood Investments
New Jersey
$715K
IWC
164
Integrated Wealth Concepts
Massachusetts
$682K
SPC
165
Sigma Planning Corp
Michigan
$662K
HF
166
HRT Financial
New York
$659K
IWN
167
Independent Wealth Network
Iowa
$647K
AWA
168
Aletheian Wealth Advisors
Washington
$636K
KFS
169
Kelly Financial Services
Massachusetts
$631K
LL
170
LPWM LLC
Minnesota
$617K
SFO
171
Stokes Family Office
Louisiana
$607K
SVWG
172
Shared Vision Wealth Group
United States
$606K
AWM
173
Able Wealth Management
New Jersey
$599K
CMMS
174
Comprehensive Money Management Services
Florida
$595K
ORC
175
O'Rourke & Company
Massachusetts
$566K