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iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
SA
176
Scarborough Advisors
Maryland
$558K
PFA
177
Pettinga Financial Advisors
Indiana
$556K
GS
178
GTS Securities
New York
$552K
BTI
179
Blue Trust Inc
Georgia
$550K
APW
180
Austin Private Wealth
Texas
$526K
FA
181
Fedenia Advisers
Wisconsin
$512K
BHWM
182
Bay Harbor Wealth Management
Maryland
$505K
Comerica Bank
183
Comerica Bank
Texas
$499K
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$489K
SWM
185
Scissortail Wealth Management
Oklahoma
$480K
CWP
186
Cyndeo Wealth Partners
Florida
$474K
SAM
187
Synergy Asset Management
Washington
$472K
WP
188
WealthShield Partners
North Carolina
$468K
OFS
189
OneAscent Financial Services
Alabama
$464K
SHJ
190
Sharkey, Howes & Javer
Colorado
$455K
ATPW
191
Ashton Thomas Private Wealth
Arizona
$454K
SCA
192
Snowden Capital Advisors
New York
$452K
Wealthfront Advisers
193
Wealthfront Advisers
California
$443K
BWM
194
BCGM Wealth Management
Indiana
$437K
TFA
195
Transamerica Financial Advisors
Florida
$437K
SFS
196
Security Financial Services
Indiana
$430K
SWM
197
SigFig Wealth Management
California
$426K
MWM
198
Modera Wealth Management
New Jersey
$422K
SIM
199
Synergy Investment Management
Florida
$421K
MWM
200
McNaughton Wealth Management
California
$413K