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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

331 hedge funds and large institutions have $1.46B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 186 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-17
Holders Change %
-4.89%
% of All Funds
4.44%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
36
Increased
86
Reduced
186
Closed
43
Calls
$6.65M
Puts
$24.6M
Net Calls
-$18M
Net Calls Change
-$13.1M

Top Buyers

1
IWS
1
Insight Wealth Strategies
California
$21.9M
2
ACM
2
Advance Capital Management
Michigan
$9.83M
3
SL
3
Systelligence LLC
Minnesota
$14.5M
4
FF
4
Friedenthal Financial
New Jersey
$4.29M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$3.47M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$84.1M
2
LGA
2
Lebenthal Global Advisors
New York
$0
3
PNAA
3
Pictet North America Advisors
Switzerland
$780K
4
Deutsche Bank
4
Deutsche Bank
Germany
$0
5
LPL Financial
5
LPL Financial
California
$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
201
Pflug Koory
Nebraska
$396K +$90 +1 +0%
BBA
202
Braun-Bostich & Associates
Pennsylvania
$391K -$105K -1,162 -21%
AWA
203
Acorn Wealth Advisors
Michigan
$390K -$56K -622 -13%
JC
204
JB Capital
Connecticut
$386K -$244K -2,710 -39%
BCI
205
Brinker Capital Investments
Pennsylvania
$378K -$97.6K -1,083 -21%
QPWM
206
Quadrant Private Wealth Management
Pennsylvania
$372K -$90.4K -1,003 -20%
FFN
207
Focus Financial Network
Minnesota
$366K -$5.41K -60 -1%
FWA
208
FORM Wealth Advisors
Wisconsin
$364K +$1.89K +21 +0.5%
SHIM
209
Stone House Investment Management
Pennsylvania
$361K -$350K -3,889 -49%
DWAM
210
Duncan Williams Asset Management
Tennessee
$360K – – –
HFA
211
High Falls Advisors
New York
$360K -$196K -2,173 -35%
TF
212
Trek Financial
Arizona
$360K -$136K -1,509 -27%
PTC
213
Private Trust Company
Ohio
$358K +$69.6K +773 +24%
RF
214
RHS Financial
California
$351K +$351K +3,899 New
Creative Planning
215
Creative Planning
Kansas
$350K +$350K +3,880 New
TFGT
216
TS Financial Group (TSFG)
Illinois
$347K -$118K -1,310 -25%
PFS
217
Prospera Financial Services
Texas
$341K -$130K -1,438 -28%
OWA
218
One Wealth Advisors
California
$340K -$158K -1,757 -32%
CA
219
Calton & Associates
Florida
$328K +$52.1K +578 +19%
IWA
220
Icon Wealth Advisors
Texas
$324K -$90.9K -1,009 -22%
RSWM
221
Robertson Stephens Wealth Management
California
$321K – – –
GAM
222
Gotham Asset Management
New York
$311K +$1.71K +19 +0.6%
Cerity Partners
223
Cerity Partners
New York
$304K -$339K -3,757 -53%
BAM
224
BOS Asset Management
Illinois
$300K -$199K -2,210 -40%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$300K +$177K +1,969 +145%
7 8
9
10 11