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iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
CA
151
CoreCap Advisors
Michigan
$808K
HA
152
Herold Advisors
New York
$802K
BCM
153
Brookstone Capital Management
Illinois
$793K
CC
154
Copperleaf Capital
North Carolina
$791K
CWM
155
Centurion Wealth Management
Virginia
$785K
PNAA
156
Pictet North America Advisors
Switzerland
$780K
ASN
157
Advisory Services Network
Georgia
$742K
SAI
158
Savvy Advisors Inc
New York
$732K
EL
159
EWA LLC
Pennsylvania
$721K
RI
160
Ridgewood Investments
New Jersey
$715K
IWC
161
Integrated Wealth Concepts
Massachusetts
$682K
SPC
162
Sigma Planning Corp
Michigan
$662K
HF
163
HRT Financial
New York
$659K
IWN
164
Independent Wealth Network
Iowa
$647K
AWA
165
Aletheian Wealth Advisors
Washington
$636K
KFS
166
Kelly Financial Services
Massachusetts
$631K
LL
167
LPWM LLC
Minnesota
$617K
SFO
168
Stokes Family Office
Louisiana
$607K
SVWG
169
Shared Vision Wealth Group
United States
$606K
AWM
170
Able Wealth Management
New Jersey
$599K
CMMS
171
Comprehensive Money Management Services
Florida
$595K
ORC
172
O'Rourke & Company
Massachusetts
$566K
SA
173
Scarborough Advisors
Maryland
$558K
PFA
174
Pettinga Financial Advisors
Indiana
$556K
GS
175
GTS Securities
New York
$552K