ICVT icon

iShares Convertible Bond ETF
ICVT

Overview Fund Activity

302 hedge funds and large institutions have $1.35B invested in iShares Convertible Bond ETF in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 146 increasing their positions, 92 reducing their positions, and 34 closing their positions.

Holders
302
Holders Change
–
Holders Change %
0%
% of All Funds
4.37%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
36
Increased
146
Reduced
92
Closed
34
Calls
$6.2M
Puts
$25.5M
Net Calls
-$19.3M
Net Calls Change
-$1.81M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$76.8M
2
HCM
2
Howard Capital Management
Georgia
$26.9M
3
TCM
3
Tradewinds Capital Management
Washington
$18.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.8M
5
AssetMark Inc
5
AssetMark Inc
California
$21.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
SWM
2
Scissortail Wealth Management
Oklahoma
$611K
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$8.12K
4
Jane Street
4
Jane Street
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$8.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
176
Wealthfront Advisers
California
$362K -$43.8K -524 -11%
CAG
177
Csenge Advisory Group
Florida
$357K +$117K +1,392 +49%
AWM
178
Alterna Wealth Management
Texas
$356K +$54K +645 +18%
BWM
179
BCGM Wealth Management
Indiana
$355K -$7.61K -91 -2%
SFO
180
Stokes Family Office
Louisiana
$353K +$34.5K +412 +11%
HFA
181
High Falls Advisors
New York
$352K +$25.2K +301 +8%
BBA
182
Braun-Bostich & Associates
Pennsylvania
$351K +$13K +155 +4%
T
183
TNF
Montana
$349K -$5.65K -67 -2%
TVM
184
True Vision MN
Minnesota
$349K +$4.02K +48 +1%
AWM
185
Axxcess Wealth Management
California
$346K -$1.41M -16,804 -80%
OWA
186
One Wealth Advisors
California
$346K +$56.1K +670 +19%
IWC
187
Integrated Wealth Concepts
Massachusetts
$344K -$49.8K -595 -13%
FCA
188
FinTrust Capital Advisors
South Carolina
$343K -$1.84K -22 -0.5%
DWAM
189
Duncan Williams Asset Management
Tennessee
$335K +$335K +4,001 New
SHIM
190
Stone House Investment Management
Pennsylvania
$333K +$33.2K +397 +11%
SHJ
191
Sharkey, Howes & Javer
Colorado
$327K +$72K +861 +28%
SAM
192
Synergy Asset Management
Washington
$324K +$35.5K +424 +12%
OPS
193
Orion Portfolio Solutions
Nebraska
$319K -$66.8K -799 -17%
BCI
194
Brinker Capital Investments
Pennsylvania
$319K -$66.8K -799 -17%
PFA
195
Pettinga Financial Advisors
Indiana
$318K +$30.8K +368 +11%
WA
196
WBH Advisory
Maryland
$312K -$84 -1 -0%
PW
197
Paladin Wealth
Minnesota
$300K +$300K +3,590 New
CFGS
198
Concourse Financial Group Securities
Alabama
$300K +$418 +5 +0.1%
QPWM
199
Quadrant Private Wealth Management
Pennsylvania
$300K +$54.7K +654 +22%
CF
200
Centaurus Financial
California
$299K +$299K +3,574 New
6 7
8
9 10