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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.65M
Puts
$24.6M
Net Calls
-$18M
Net Calls Change
-$13.1M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
176
Fedenia Advisers
Wisconsin
$512K -$234K -2,597 -31%
BHWM
177
Bay Harbor Wealth Management
Maryland
$505K -$375K -4,167 -43%
Comerica Bank
178
Comerica Bank
Texas
$499K -$47.5K -527 -9%
HWAM
179
Hennion & Walsh Asset Management
New Jersey
$489K +$12.2K +135 +3%
SWM
180
Scissortail Wealth Management
Oklahoma
$480K -$44.9K -498 -9%
CWP
181
Cyndeo Wealth Partners
Florida
$474K -$31.8K -353 -6%
SAM
182
Synergy Asset Management
Washington
$472K +$7.21K +80 +2%
WP
183
WealthShield Partners
North Carolina
$468K -$262K -2,907 -36%
OFS
184
OneAscent Financial Services
Alabama
$464K -$176K -1,953 -28%
SHJ
185
Sharkey, Howes & Javer
Colorado
$455K -$104K -1,153 -19%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$454K -$191K -2,122 -30%
SCA
187
Snowden Capital Advisors
New York
$452K -$29.6K -329 -6%
Wealthfront Advisers
188
Wealthfront Advisers
California
$443K +$36.6K +406 +9%
BWM
189
BCGM Wealth Management
Indiana
$437K -$165K -1,836 -27%
TFA
190
Transamerica Financial Advisors
Florida
$437K -$31.3K -347 -7%
SFS
191
Security Financial Services
Indiana
$430K -$235K -2,607 -35%
SWM
192
SigFig Wealth Management
California
$426K -$319K -3,558 -43%
MWM
193
Modera Wealth Management
New Jersey
$422K -$81.4K -903 -16%
SIM
194
Synergy Investment Management
Florida
$421K -$208K -2,314 -33%
MWM
195
McNaughton Wealth Management
California
$413K -$209K -2,317 -34%
LWM
196
Liberty Wealth Management
California
$413K +$413K +4,579 New
Lido Advisors
197
Lido Advisors
California
$406K +$119K +1,324 +42%
WS
198
Wedbush Securities
California
$405K -$24K -266 -6%
ML
199
McAdam LLC
Pennsylvania
$402K +$38.5K +427 +11%
CAL
200
Capital Analysts LLC
Pennsylvania
$398K +$1.17K +13 +0.3%
6 7
8
9 10