ICVT icon

iShares Convertible Bond ETF

340 hedge funds and large institutions have $1.66B 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, 191 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: 191

73% less call options, than puts

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

Holders
340
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
LWM
201
Liberty Wealth Management
California
$413K
Lido Advisors
202
Lido Advisors
California
$406K
WS
203
Wedbush Securities
California
$405K
ML
204
McAdam LLC
Pennsylvania
$402K
I
205
INVST
Indiana
$399K
CAL
206
Capital Analysts LLC
Pennsylvania
$398K
PK
207
Pflug Koory
Nebraska
$396K
BBA
208
Braun-Bostich & Associates
Pennsylvania
$391K
AWA
209
Acorn Wealth Advisors
Michigan
$390K
JC
210
JB Capital
Connecticut
$386K
BCI
211
Brinker Capital Investments
Pennsylvania
$378K
QPWM
212
Quadrant Private Wealth Management
Pennsylvania
$372K
FFN
213
Focus Financial Network
Minnesota
$366K
FWA
214
FORM Wealth Advisors
Wisconsin
$364K
SHIM
215
Stone House Investment Management
Pennsylvania
$361K
DWAM
216
Duncan Williams Asset Management
Tennessee
$360K
HFA
217
High Falls Advisors
New York
$360K
TF
218
Trek Financial
Arizona
$360K
PTC
219
Private Trust Company
Ohio
$358K
RF
220
RHS Financial
California
$351K
Creative Planning
221
Creative Planning
Kansas
$350K
TFGT
222
TS Financial Group (TSFG)
Illinois
$347K
PFS
223
Prospera Financial Services
Texas
$341K
OWA
224
One Wealth Advisors
California
$340K
CA
225
Calton & Associates
Florida
$328K