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iShares Convertible Bond ETF

335 hedge funds and large institutions have $1.49B invested in iShares Convertible Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 86 increasing their positions, 189 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

54% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 189

73% less call options, than puts

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

Holders
335
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
ML
201
McAdam LLC
Pennsylvania
$402K
I
202
INVST
Indiana
$399K
CAL
203
Capital Analysts LLC
Pennsylvania
$398K
PK
204
Pflug Koory
Nebraska
$396K
BBA
205
Braun-Bostich & Associates
Pennsylvania
$391K
AWA
206
Acorn Wealth Advisors
Michigan
$390K
JC
207
JB Capital
Connecticut
$386K
BCI
208
Brinker Capital Investments
Pennsylvania
$378K
QPWM
209
Quadrant Private Wealth Management
Pennsylvania
$372K
FFN
210
Focus Financial Network
Minnesota
$366K
FWA
211
FORM Wealth Advisors
Wisconsin
$364K
SHIM
212
Stone House Investment Management
Pennsylvania
$361K
DWAM
213
Duncan Williams Asset Management
Tennessee
$360K
HFA
214
High Falls Advisors
New York
$360K
TF
215
Trek Financial
Arizona
$360K
PTC
216
Private Trust Company
Ohio
$358K
RF
217
RHS Financial
California
$351K
Creative Planning
218
Creative Planning
Kansas
$350K
TFGT
219
TS Financial Group (TSFG)
Illinois
$347K
PFS
220
Prospera Financial Services
Texas
$341K
OWA
221
One Wealth Advisors
California
$340K
CA
222
Calton & Associates
Florida
$328K
IWA
223
Icon Wealth Advisors
Texas
$324K
RSWM
224
Robertson Stephens Wealth Management
California
$321K
GAM
225
Gotham Asset Management
New York
$311K