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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
176
OneAscent Financial Services
Alabama
$594K -$141K -1,685 -19%
JC
177
JB Capital
Connecticut
$584K -$33.7K -403 -5%
SIM
178
Synergy Investment Management
Florida
$584K +$30.2K +361 +5%
AWA
179
Aletheian Wealth Advisors
Washington
$582K +$92.5K +1,106 +19%
AP
180
Advisors Preferred
Maryland
$581K +$581K +6,943 New
MWM
181
McNaughton Wealth Management
California
$577K +$577K +6,905 New
CMMS
182
Comprehensive Money Management Services
Florida
$572K – – –
IWN
183
Independent Wealth Network
Iowa
$567K -$11.5K -137 -2%
BWM
184
BCGM Wealth Management
Indiana
$559K +$7.44K +89 +1%
ORC
185
O'Rourke & Company
Massachusetts
$525K +$122K +1,456 +30%
SHJ
186
Sharkey, Howes & Javer
Colorado
$518K +$48.2K +577 +10%
IFA
187
Independence Financial Advisors
New Hampshire
$516K +$516K +6,173 New
HFA
188
High Falls Advisors
New York
$516K +$46K +550 +10%
SA
189
Sovran Advisors
California
$515K +$289K +3,534 +128%
Comerica Bank
190
Comerica Bank
Texas
$507K -$144K -1,721 -22%
KFSC
191
Keystone Financial Services (Colorado)
Colorado
$507K +$237K +2,834 +88%
PFA
192
Pettinga Financial Advisors
Indiana
$492K +$109K +1,302 +28%
SWM
193
Scissortail Wealth Management
Oklahoma
$487K -$123K -1,469 -20%
TVM
194
True Vision MN
Minnesota
$470K -$5.6K -67 -1%
CWP
195
Cyndeo Wealth Partners
Florida
$470K +$99.9K +1,195 +27%
MWM
196
Modera Wealth Management
New Jersey
$467K -$8.86K -106 -2%
BAM
197
BOS Asset Management
Illinois
$463K +$29.3K +351 +7%
OWA
198
One Wealth Advisors
California
$462K +$30.4K +363 +7%
TF
199
Trek Financial
Arizona
$460K +$54.3K +649 +13%
BBA
200
Braun-Bostich & Associates
Pennsylvania
$460K -$14.3K -171 -3%
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