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iShares Convertible Bond ETF

222 hedge funds and large institutions have $734M invested in iShares Convertible Bond ETF in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 118 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

48% less capital invested

Capital invested by funds: $1.41B → $734M (-$681M)

56% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 118

75% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 119

Holders
222
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$63.2M
Puts
$95.7M
Net Calls
Net Calls Change

Top Buyers

1 +$57M
2 +$34.6M
3 +$15.3M
4
Ameriprise
Ameriprise
Minnesota
+$12.1M
5
AWM
Adams Wealth Management
Utah
+$8.17M

Top Sellers

1 -$305M
2 -$88.2M
3 -$64.6M
4
BlackRock
BlackRock
New York
-$45.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$8.35K
202
$7.26K
203
$5.01K
204
$4.63K
205
$4.1K
206
$3.92K
207
$3.63K
208
$3.28K
209
$3.12K
210
$2.77K
211
$2.32K
212
$2.11K
213
$2.11K
214
$2.03K
215
$2K
216
$1.6K
217
$1.31K
218
$1K
219
$962
220
$944
221
$740
222
$436
223
$436
224
$290
225