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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Cadent Capital Advisors
Oklahoma
$972K
IAA
152
Independent Advisor Alliance
North Carolina
$946K
AAM
153
Advisors Asset Management
Colorado
$943K
SPC
154
Sigma Planning Corp
Michigan
$943K
HWAM
155
Hennion & Walsh Asset Management
New Jersey
$933K
AI
156
Atria Investments
North Carolina
$917K
KA
157
Kovack Advisors
Florida
$874K
TVAMP
158
Tennessee Valley Asset Management Partners
Tennessee
$867K
CFG
159
Cassilly Financial Group
Maryland
$850K
SI
160
Seeds Investor
New York
$844K
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$842K
GC
162
Guidance Capital
Kentucky
$829K
PFA
163
Pettinga Financial Advisors
Indiana
$826K
E
164
Entelevest
Florida
$809K
Cerity Partners
165
Cerity Partners
New York
$798K
CA
166
CoreCap Advisors
Michigan
$786K
ASN
167
Advisory Services Network
Georgia
$786K
EL
168
EWA LLC
Pennsylvania
$780K
KFS
169
Kelly Financial Services
Massachusetts
$766K
FA
170
Fedenia Advisers
Wisconsin
$763K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$728K
OC
172
Oppenheimer & Co
New York
$724K
BFM
173
Boothbay Fund Management
New York
$715K
PNAA
174
Pictet North America Advisors
Switzerland
$705K
IFG
175
Independent Financial Group
California
$696K