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iShares Convertible Bond ETF

339 hedge funds and large institutions have $1.65B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 87 increasing their positions, 190 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

12% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 43

54% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 190

73% less call options, than puts

Call options by funds: $6.65M | Put options by funds: $24.6M

Holders
339
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.65M
Puts
$24.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
201
Lido Advisors
California
$406K
WS
202
Wedbush Securities
California
$405K
ML
203
McAdam LLC
Pennsylvania
$402K
I
204
INVST
Indiana
$399K
CAL
205
Capital Analysts LLC
Pennsylvania
$398K
PK
206
Pflug Koory
Nebraska
$396K
BBA
207
Braun-Bostich & Associates
Pennsylvania
$391K
AWA
208
Acorn Wealth Advisors
Michigan
$390K
JC
209
JB Capital
Connecticut
$386K
BCI
210
Brinker Capital Investments
Pennsylvania
$378K
QPWM
211
Quadrant Private Wealth Management
Pennsylvania
$372K
FFN
212
Focus Financial Network
Minnesota
$366K
FWA
213
FORM Wealth Advisors
Wisconsin
$364K
SHIM
214
Stone House Investment Management
Pennsylvania
$361K
DWAM
215
Duncan Williams Asset Management
Tennessee
$360K
HFA
216
High Falls Advisors
New York
$360K
TF
217
Trek Financial
Arizona
$360K
PTC
218
Private Trust Company
Ohio
$358K
RF
219
RHS Financial
California
$351K
Creative Planning
220
Creative Planning
Kansas
$350K
TFGT
221
TS Financial Group (TSFG)
Illinois
$347K
PFS
222
Prospera Financial Services
Texas
$341K
OWA
223
One Wealth Advisors
California
$340K
CA
224
Calton & Associates
Florida
$328K
IWA
225
Icon Wealth Advisors
Texas
$324K