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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$448K +$37.4K +447 +9%
SCA
202
Snowden Capital Advisors
New York
$447K -$39.7K -475 -8%
PFG
203
PAX Financial Group
Texas
$445K -$151K -1,801 -25%
HWAM
204
Hennion & Walsh Asset Management
New Jersey
$442K +$105K +1,256 +31%
OPS
205
Orion Portfolio Solutions
Nebraska
$442K +$88.6K +1,060 +25%
BCI
206
Brinker Capital Investments
Pennsylvania
$442K +$88.6K +1,060 +25%
PFS
207
Prospera Financial Services
Texas
$437K +$437K +5,223 New
TFA
208
Transamerica Financial Advisors
Florida
$435K +$15.3K +183 +4%
TSS
209
Two Sigma Securities
New York
$433K +$433K +5,183 New
SXL
210
Summit X LLC
Missouri
$433K -$95.7K -1,145 -18%
TFGT
211
TS Financial Group (TSFG)
Illinois
$432K +$91.9K +1,099 +27%
SAM
212
Synergy Asset Management
Washington
$431K -$411K -4,910 -49%
QPWM
213
Quadrant Private Wealth Management
Pennsylvania
$430K -$26.3K -315 -6%
AWA
214
Acorn Wealth Advisors
Michigan
$414K -$15.6K -186 -4%
IWC
215
Integrated Wealth Concepts
Massachusetts
$412K -$26.2K -313 -6%
NCM
216
Northwest Capital Management
Oregon
$411K -$33.6K -402 -8%
RIA
217
Regal Investment Advisors
Michigan
$410K +$56.8K +679 +16%
Lord, Abbett & Co
218
Lord, Abbett & Co
New Jersey
$409K +$409K +4,890 New
WS
219
Wedbush Securities
California
$398K -$38.5K -461 -9%
IWA
220
Icon Wealth Advisors
Texas
$385K +$107K +1,274 +38%
Wealthfront Advisers
221
Wealthfront Advisers
California
$377K -$7.02K -84 -2%
SWC
222
Spectrum Wealth Counsel
Indiana
$375K -$7.78K -93 -2%
CIM
223
Cambria Investment Management
California
$375K +$375K +4,491 New
CAL
224
Capital Analysts LLC
Pennsylvania
$369K +$10.8K +129 +3%
PK
225
Pflug Koory
Nebraska
$367K +$84 +1 +0%
7 8
9
10 11