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iShares Convertible Bond ETF

402 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

14.95% less ownership

Funds ownership: 51.08%36.12% (-15%)

31% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $14.5M

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$14.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$694K
GWM
177
Greenline Wealth Management
Florida
$692K
PIA
178
Panoramic Investment Advisors
Colorado
$690K
LL
179
LPWM LLC
Minnesota
$684K
AWA
180
Aletheian Wealth Advisors
Washington
$682K
CMMS
181
Comprehensive Money Management Services
Florida
$677K
BWM
182
BCGM Wealth Management
Indiana
$657K
MAM
183
MMA Asset Management
Pennsylvania
$655K
SW
184
Simplicity Wealth
New Jersey
$649K
SA
185
Scarborough Advisors
Maryland
$647K
BCM
186
Brookstone Capital Management
Illinois
$642K
PPWM
187
Perissos Private Wealth Management
Oklahoma
$639K
WB
188
Webster Bank
Connecticut
$615K
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$614K
ORC
190
O'Rourke & Company
Massachusetts
$612K
CAL
191
Capital Analysts LLC
Pennsylvania
$605K
CWM
192
Centurion Wealth Management
Virginia
$600K
IMT
193
Investment Management Trust
Massachusetts
$590K
SIM
194
Synergy Investment Management
Florida
$565K
TWP
195
Tempus Wealth Planning
California
$563K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$560K
SFS
197
Security Financial Services
Indiana
$557K
DAS
198
Dynamic Advisor Solutions
Arizona
$549K
AIM
199
Archer Investment Management
Texas
$548K
ML
200
McAdam LLC
Pennsylvania
$544K