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iShares Convertible Bond ETF

212 hedge funds and large institutions have $843M invested in iShares Convertible Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 67 reducing their positions, and 28 closing their positions.

Holders
212
Holders Change
+4
Holders Change %
+1.92%
% of All Funds
3.38%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
83
Reduced
67
Closed
28
Calls
$40.7M
Puts
$40.4M
Net Calls
+$331K
Net Calls Change
+$21.9M
Name Market Value Shares Shares
Change
Shares
Change %
SFC
201
SYM Financial Corp
Indiana
$2.38K 32 +32 New
Wells Fargo
202
Wells Fargo
California
$1.44K 19 -4,250 -100%
GEA
203
Glen Eagle Advisors
New Jersey
$1.19K 16 -1 -6%
HNB
204
Huntington National Bank
Ohio
SIC
205
Salem Investment Counselors
North Carolina
$1.04K 14 -23 -62%
CA
206
Centerpoint Advisors
Massachusetts
$1K 16
EWA
207
EverSource Wealth Advisors
Alabama
$965 13
OP
208
ORG Partners
Indiana
$827 11 -334 -97%
BHWM
209
Bay Harbor Wealth Management
Maryland
$816 11 +11 New
RPCA
210
Running Point Capital Advisors
California
$297 4
Fidelity Investments
211
Fidelity Investments
Massachusetts
$222 3
LFA
212
LGT Financial Advisors
Texas
$152 2
DFA
213
DHJJ Financial Advisors
Illinois
$75 1 +1 New
1832 Asset Management
214
1832 Asset Management
Ontario, Canada
-907,119 Closed
SAM
215
Synergy Asset Management
Washington
-115,101 Closed
FF
216
Friedenthal Financial
New Jersey
-51,705 Closed
QAM
217
Q3 Asset Management
Michigan
-47,043 Closed
B
218
Barings
North Carolina
-33,764 Closed
Renaissance Technologies
219
Renaissance Technologies
New York
-16,900 Closed
ACM
220
AlphaStar Capital Management
North Carolina
-12,098 Closed
SFS
221
Sowell Financial Services
Arkansas
-10,634 Closed
WP
222
WealthSource Partners
California
-6,368 Closed
CA
223
Calton & Associates
Florida
-5,353 Closed
LSA
224
Lion Street Advisors
Texas
-3,587 Closed
OWA
225
One Wealth Advisors
California
-3,332 Closed