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iShares Convertible Bond ETF

302 hedge funds and large institutions have $1.4B invested in iShares Convertible Bond ETF in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 156 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+19
Holders Change %
+6.71%
% of All Funds
5.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
77
Reduced
156
Closed
26
Calls
$33.8M
Puts
$113M
Net Calls
-$79.4M
Net Calls Change
-$4.31M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
201
WealthPlan Investment Management
Nebraska
$365K +$365K +5,149 New
AAM
202
Advisors Asset Management
Colorado
$362K -$6.96K -101 -2%
MFA
203
Mayflower Financial Advisors
Massachusetts
$361K -$63.9K -928 -15%
VWM
204
Venturi Wealth Management
Texas
$357K -$214K -3,100 -37%
LWAC
205
Laurel Wealth Advisors (California)
California
$352K -$95K -1,381 -21%
RF
206
RHS Financial
California
$337K +$337K +4,890 New
IWN
207
Independent Wealth Network
Iowa
$326K +$31.4K +456 +11%
BWM
208
Baystate Wealth Management
Massachusetts
$324K -$90.3K -1,309 -22%
LF
209
Lantz Financial
Illinois
$324K -$17.2K -250 -5%
PK
210
Pflug Koory
Nebraska
$323K -$73.4K -1,064 -19%
William Blair & Company
211
William Blair & Company
Illinois
$321K -$105K -1,530 -25%
SAS
212
Sage Advisory Services
Texas
$319K +$319K +4,626 New
CA
213
Calton & Associates
Florida
$317K -$13.4K -195 -4%
CF
214
Centaurus Financial
California
$312K +$50K +726 +19%
IA
215
IFG Advisory
Georgia
$306K +$91.1K +1,326 +42%
MWM
216
Maripau Wealth Management
Indiana
$301K +$5.71K +81 +2%
FCA
217
FLC Capital Advisors
California
$294K +$67.2K +974 +30%
SWA
218
Stratos Wealth Advisors
Ohio
$290K -$1.07M -15,480 -79%
TCA
219
Transcend Capital Advisors
New Jersey
$279K -$95.7K -1,390 -26%
AP
220
Advisors Preferred
Maryland
$279K -$42.2K -606 -13%
DZ Bank
221
DZ Bank
Germany
$279K
RI
222
Ridgewood Investments
New Jersey
$278K +$8.67K +126 +3%
JPMorgan Chase & Co
223
JPMorgan Chase & Co
New York
$276K -$110K -1,603 -29%
ML
224
McAdam LLC
Pennsylvania
$276K -$38.2K -555 -12%
Mariner
225
Mariner
Kansas
$262K +$262K +3,809 New