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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

283 hedge funds and large institutions have $1.61B invested in iShares Convertible Bond ETF in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 139 increasing their positions, 39 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+35
Holders Change %
+14.11%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
81
Increased
139
Reduced
39
Closed
41
Calls
$6.14M
Puts
$81.2M
Net Calls
-$75.1M
Net Calls Change
-$60.4M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$418M
2
LPL Financial
2
LPL Financial
California
$96.6M
3
Jane Street
3
Jane Street
New York
$86.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$84.3M
5
BlackRock
5
BlackRock
New York
$62.7M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$0
2
AWM
2
AE Wealth Management
Kansas
$8.1M
3
BGDI
3
BW Gestao de Investimentos
Brazil
$0
4
5L
4
55I LLC
Massachusetts
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$4.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Maripau Wealth Management
Indiana
$303K +$303K +4,187 New
IWN
202
Independent Wealth Network
Iowa
$297K +$27.2K +392 +10%
DZ Bank
203
DZ Bank
Germany
$284K – – –
VAS
204
Vestmark Advisory Solutions
Massachusetts
$284K +$284K +4,099 New
BWA
205
Beam Wealth Advisors
Louisiana
$276K +$276K +3,973 New
RI
206
Ridgewood Investments
New Jersey
$271K -$8.66K -125 -3%
SG
207
StoneX Group
New York
$266K +$266K +3,839 New
CF
208
Centaurus Financial
California
$264K +$264K +3,801 New
AWA
209
Acorn Wealth Advisors
Michigan
$260K -$2.84K -41 -1%
WWM
210
Western Wealth Management
Colorado
$247K +$247K +3,508 New
DI
211
Disciplined Investments
Oklahoma
$235K +$2.77K +40 +1%
Creative Planning
212
Creative Planning
Kansas
$230K -$2.91K -42 -1%
FCA
213
FLC Capital Advisors
California
$228K +$228K +3,286 New
FRA
214
Front Row Advisors
California
$216K – – –
IA
215
IFG Advisory
Georgia
$216K +$216K +3,126 New
T
216
TRUADVICE
Florida
$210K +$210K +2,829 New
CCA
217
Catalyst Capital Advisors
New York
$209K +$63.9K +920 +44%
APW
218
Aurora Private Wealth
New Jersey
$208K +$29.7K +428 +17%
CAG
219
Csenge Advisory Group
Florida
$208K +$208K +2,993 New
HIM
220
Hanlon Investment Management
New Jersey
$205K +$205K +2,950 New
SC
221
Sierra Capital
Florida
$187K +$187K +2,700 New
WB
222
Webster Bank
Connecticut
$182K -$15.2K -219 -8%
OLVIG
223
Oliver Lagore Vanvalin Investment Group
Michigan
$175K +$170K +2,454 +3,663%
SBL
224
Sargent Bickham Lagudis
Colorado
$174K +$153K +2,213 +743%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$169K +$113K +1,638 +204%
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