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iShares Convertible Bond ETF

248 hedge funds and large institutions have $1.12B invested in iShares Convertible Bond ETF in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 81 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+66
Holders Change %
+36.26%
% of All Funds
3.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
94
Increased
81
Reduced
52
Closed
26
Calls
$4.42M
Puts
$19.2M
Net Calls
-$14.8M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SMG
201
Spectrum Management Group
Indiana
$134K +$134K +1,608 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$125K
FFA
203
Founders Financial Alliance
North Carolina
$122K -$6.44K -77 -5%
HNB
204
Huntington National Bank
Ohio
$109K -$116K
PCG
205
Private Capital Group
Connecticut
$99K +$84.9K +1,023 +602%
PFS
206
Prospera Financial Services
Texas
$95K +$95K +1,135 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$88K +$88K +800 New
AF
208
Advisornet Financial
Minnesota
$83K -$21.5K -257 -21%
SPIA
209
Steward Partners Investment Advisory
New York
$82K +$82K +986 New
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$67K +803 New
AA
211
Ancora Advisors
Ohio
$61K +$2.59K +31 +4%
CA
212
Crewe Advisors
Utah
$48K +$48K +579 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$46K +$25.1K +300 +120%
ACA
214
Aptus Capital Advisors
Alabama
$42K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$41K +$2.74K +33 +7%
DWP
216
Destiny Wealth Partners
Florida
$40K -$7.4M -89,546 -99%
Barclays
217
Barclays
United Kingdom
$37K
Citigroup
218
Citigroup
New York
$33K -$65.1M -779,605 -100%
SBL
219
Sargent Bickham Lagudis
Colorado
$25K -$118K -1,409 -83%
BFEC
220
Benjamin F. Edwards & Company
Missouri
$23K -$112K -1,352 -83%
BCMLT
221
Beacon Capital Management LLC (Tennessee)
Tennessee
$20K +$20K +242 New
DWMG
222
DB Wealth Management Group
California
$18K -$13.9K -171 -44%
EW
223
Element Wealth
Mississippi
$18K +$18K +219 New
FWA
224
FSC Wealth Advisors
New York
$17K
RPCA
225
Running Point Capital Advisors
California
$17K +$17K +204 New