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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

164 hedge funds and large institutions have $874M invested in iShares Convertible Bond ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
2.89%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
39
Increased
68
Reduced
40
Closed
19
Calls
$2.76M
Puts
$9.42M
Net Calls
-$6.66M
Net Calls Change
-$7.32M

Top Buyers

1
Citigroup
Citigroup
New York
$98.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$74M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$39.8M
4
AllianceBernstein
AllianceBernstein
Tennessee
$30.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$29.4M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$0
2
SS
Simplicity Solutions
Minnesota
$0
3
AWM
AE Wealth Management
Kansas
$3.3M
4
SL
Systelligence LLC
Minnesota
$2.66M
5
SRA
Summit Rock Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
176
RHS Financial
California
– -$691K -7,159 Closed
PAG
177
Private Advisory Group
Washington
– -$630K -6,528 Closed
WMA
178
Wealth Management Associates
New Jersey
– -$570K -5,900 Closed
CS
179
Credit Suisse
Switzerland
– -$498K -5,159 Closed
AIP
180
Almanack Investment Partners
Pennsylvania
– -$443K -4,593 Closed
CG
181
Clarus Group
Texas
– -$310K -2,815 Closed
EI
182
Ellevest Inc
New York
– -$145K -1,500 Closed
LAS
183
Lloyd Advisory Services
Georgia
– -$45K -470 Closed
BWM
184
Baystate Wealth Management
Massachusetts
– -$3K -26 Closed
4 5 6 7
8