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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
176
Pettinga Financial Advisors
Indiana
$556K
GS
177
GTS Securities
New York
$552K
BTI
178
Blue Trust Inc
Georgia
$550K
APW
179
Austin Private Wealth
Texas
$526K
FA
180
Fedenia Advisers
Wisconsin
$512K
BHWM
181
Bay Harbor Wealth Management
Maryland
$505K
Comerica Bank
182
Comerica Bank
Texas
$499K
HWAM
183
Hennion & Walsh Asset Management
New Jersey
$489K
SWM
184
Scissortail Wealth Management
Oklahoma
$480K
CWP
185
Cyndeo Wealth Partners
Florida
$474K
SAM
186
Synergy Asset Management
Washington
$472K
WP
187
WealthShield Partners
North Carolina
$468K
OFS
188
OneAscent Financial Services
Alabama
$464K
SHJ
189
Sharkey, Howes & Javer
Colorado
$455K
ATPW
190
Ashton Thomas Private Wealth
Arizona
$454K
SCA
191
Snowden Capital Advisors
New York
$452K
Wealthfront Advisers
192
Wealthfront Advisers
California
$443K
BWM
193
BCGM Wealth Management
Indiana
$437K
TFA
194
Transamerica Financial Advisors
Florida
$437K
SFS
195
Security Financial Services
Indiana
$430K
SWM
196
SigFig Wealth Management
California
$426K
MWM
197
Modera Wealth Management
New Jersey
$422K
SIM
198
Synergy Investment Management
Florida
$421K
MWM
199
McNaughton Wealth Management
California
$413K
LWM
200
Liberty Wealth Management
California
$413K