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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

346 hedge funds and large institutions have $1.7B invested in iShares Convertible Bond ETF in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 177 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+44
Holders Change %
+14.57%
% of All Funds
4.61%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
72
Increased
177
Reduced
63
Closed
21
Calls
$7.4M
Puts
$16.8M
Net Calls
-$9.43M
Net Calls Change
+$9.88M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$80.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$125M
3
PWMG
3
Prestige Wealth Management Group
New Jersey
$26.7M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$34M
5
LGA
5
Lebenthal Global Advisors
New York
$35.5M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.4M
2
GI
2
Gradient Investments
Minnesota
$0
3
FAIM
3
Financial Advocates Investment Management
Washington
$286K
4
AAS
4
Ameritas Advisory Services
Nebraska
$0
5
LL
5
LPWM LLC
Minnesota
$684K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
201
One Wealth Advisors
California
$439K +$87.9K +1,034 +25%
AWA
202
Acorn Wealth Advisors
Michigan
$436K -$9.09K -107 -2%
SHIM
203
Stone House Investment Management
Pennsylvania
$427K +$88K +1,036 +26%
TFA
204
Transamerica Financial Advisors
Florida
$426K -$26.4K -311 -6%
SPIA
205
Steward Partners Investment Advisory
New York
$417K +$125K +1,475 +43%
TF
206
Trek Financial
Arizona
$412K +$412K +4,853 New
ORC
207
O'Rourke & Company
Massachusetts
$410K – – –
CFGS
208
Concourse Financial Group Securities
Alabama
$408K +$93.8K +1,071 +30%
Creative Planning
209
Creative Planning
Kansas
$393K +$110K +1,296 +39%
Wealthfront Advisers
210
Wealthfront Advisers
California
$390K +$22.3K +263 +6%
PFA
211
Pettinga Financial Advisors
Indiana
$390K +$66.8K +786 +21%
SWC
212
Spectrum Wealth Counsel
Indiana
$389K +$181K +2,133 +87%
SWP
213
ShoreHaven Wealth Partners
New Jersey
$377K +$99.4K +1,170 +36%
CWP
214
Cyndeo Wealth Partners
Florida
$376K +$131K +1,539 +53%
IA
215
IFP Advisors
Florida
$375K -$49.7K -585 -12%
PK
216
Pflug Koory
Nebraska
$373K +$170 +2 +0%
LWM
217
Liberty Wealth Management
California
$365K +$98.9K +1,192 +37%
ACM
218
Absolute Capital Management
Pennsylvania
$365K +$365K +4,299 New
MFG
219
Merit Financial Group
Georgia
$365K +$365K +4,298 New
GA
220
Goldstein Advisors
Wisconsin
$365K +$158K +1,864 +77%
CAL
221
Capital Analysts LLC
Pennsylvania
$364K +$165K +1,943 +83%
RIA
222
Regal Investment Advisors
Michigan
$359K +$359K +4,223 New
OPS
223
Orion Portfolio Solutions
Nebraska
$359K +$35.1K +413 +11%
BCI
224
Brinker Capital Investments
Pennsylvania
$359K +$35.1K +413 +11%
ML
225
McAdam LLC
Pennsylvania
$349K -$47.3K -557 -12%
7 8
9
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