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iShares Convertible Bond ETF

212 hedge funds and large institutions have $843M invested in iShares Convertible Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
83
Reduced
67
Closed
28
Calls
$40.7M
Puts
$40.4M
Net Calls
+$331K
Net Calls Change
+$21.9M
Name Market Value Shares Shares
Change
Shares
Change %
PWMG
176
Provence Wealth Management Group
California
$23.1K 311 +311 New
AWA
177
Authentikos Wealth Advisory
California
$22.5K 303 +303 New
AWM
178
Avior Wealth Management
Nebraska
$22.3K 300 -42 -12%
AF
179
Advisornet Financial
Minnesota
$20.2K 273 +38 +16%
KFS
180
Kelly Financial Services
Massachusetts
$19.3K 260 +1 +0.4%
BTI
181
Blue Trust Inc
Georgia
$19K 244 -315 -56%
WWP
182
WR Wealth Planners
Missouri
$19K 256 -5 -2%
CFGS
183
Concourse Financial Group Securities
Alabama
$17.1K 231 +231 New
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K 207
CIA
185
Cape Investment Advisory
Georgia
$15.5K 209 +9 +5%
WT
186
Whittier Trust
California
$13.7K 185
CIAS
187
Capital Investment Advisory Services
North Carolina
$11.5K 155
DWMG
188
DB Wealth Management Group
California
$10.1K 136
FWA
189
FSC Wealth Advisors
New York
$9.85K 133
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$8.61K 116 -288 -71%
FGA
191
Fortis Group Advisors
New Jersey
$7.57K 102 +102 New
TFG
192
Team Financial Group
California
$6.99K 94 +94 New
VWM
193
Venturi Wealth Management
Texas
$5.94K 80 +36 +82%
CWP
194
Concord Wealth Partners
Virginia
$5.2K 70
GWM
195
Geneos Wealth Management
Colorado
$5.2K 70
SSWM
196
Sheets Smith Wealth Management
North Carolina
$5.05K 68 +68 New
HFS
197
Hantz Financial Services
Michigan
$5K 74 +74 New
WB
198
Webster Bank
Connecticut
$4.97K 67
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$3.71K 50 +50 New
FHA
200
First Horizon Advisors
Tennessee
$3.56K 48 +48 New