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iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
BTI
176
Blue Trust Inc
Georgia
$550K
APW
177
Austin Private Wealth
Texas
$526K
FA
178
Fedenia Advisers
Wisconsin
$512K
BHWM
179
Bay Harbor Wealth Management
Maryland
$505K
Comerica Bank
180
Comerica Bank
Texas
$499K
HWAM
181
Hennion & Walsh Asset Management
New Jersey
$489K
SWM
182
Scissortail Wealth Management
Oklahoma
$480K
CWP
183
Cyndeo Wealth Partners
Florida
$474K
SAM
184
Synergy Asset Management
Washington
$472K
WP
185
WealthShield Partners
North Carolina
$468K
OFS
186
OneAscent Financial Services
Alabama
$464K
SHJ
187
Sharkey, Howes & Javer
Colorado
$455K
ATPW
188
Ashton Thomas Private Wealth
Arizona
$454K
SCA
189
Snowden Capital Advisors
New York
$452K
Wealthfront Advisers
190
Wealthfront Advisers
California
$443K
BWM
191
BCGM Wealth Management
Indiana
$437K
TFA
192
Transamerica Financial Advisors
Florida
$437K
SFS
193
Security Financial Services
Indiana
$430K
SWM
194
SigFig Wealth Management
California
$426K
MWM
195
Modera Wealth Management
New Jersey
$422K
SIM
196
Synergy Investment Management
Florida
$421K
MWM
197
McNaughton Wealth Management
California
$413K
LWM
198
Liberty Wealth Management
California
$413K
Lido Advisors
199
Lido Advisors
California
$406K
WS
200
Wedbush Securities
California
$405K