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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
176
Independent Wealth Network
Iowa
$588K -$5.44K -64 -0.9%
CMMS
177
Comprehensive Money Management Services
Florida
$581K +$581K +6,837 New
RI
178
Ridgewood Investments
New Jersey
$578K +$20.2K +238 +4%
SPC
179
Sigma Planning Corp
Michigan
$573K -$2.55K -30 -0.4%
SIM
180
Synergy Investment Management
Florida
$563K +$563K +6,628 New
BWM
181
BCGM Wealth Management
Indiana
$561K +$200K +2,350 +55%
SG Americas Securities
182
SG Americas Securities
New York
$544K +$544K +6,402 New
MWM
183
Mosley Wealth Management
California
$540K +$138K +1,579 +34%
SXL
184
Summit X LLC
Missouri
$537K +$61.8K +727 +13%
EL
185
EWA LLC
Pennsylvania
$519K -$14.8K -174 -3%
AWA
186
Aletheian Wealth Advisors
Washington
$498K -$22K -259 -4%
SCA
187
Snowden Capital Advisors
New York
$494K +$21.1K +248 +4%
MWM
188
Modera Wealth Management
New Jersey
$484K -$1.28K -15 -0.3%
TVM
189
True Vision MN
Minnesota
$483K +$129K +1,513 +36%
BBA
190
Braun-Bostich & Associates
Pennsylvania
$482K +$125K +1,474 +35%
SHJ
191
Sharkey, Howes & Javer
Colorado
$478K +$146K +1,719 +44%
HFA
192
High Falls Advisors
New York
$478K +$120K +1,410 +33%
ATPW
193
Ashton Thomas Private Wealth
Arizona
$469K +$469K +5,516 New
QPWM
194
Quadrant Private Wealth Management
Pennsylvania
$463K +$159K +1,869 +52%
DWAM
195
Duncan Williams Asset Management
Tennessee
$456K +$116K +1,371 +34%
NCM
196
Northwest Capital Management
Oregon
$451K -$101K -1,184 -18%
AWA
197
Arete Wealth Advisors
Illinois
$449K +$449K +5,278 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$445K +$96.4K +1,134 +28%
WS
199
Wedbush Securities
California
$444K -$15.8K -186 -3%
BAM
200
BOS Asset Management
Illinois
$441K +$179K +2,106 +68%
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