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iShares Convertible Bond ETF

21 hedge funds and large institutions have $311M invested in iShares Convertible Bond ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

133% more funds holding

Funds holding: 921 (+12)

90% more capital invested

Capital invested by funds: $164M → $311M (+$147M)

1.16% more ownership

Funds ownership: 87.54%88.7% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41K

Holders
21
Holders Change
+12
Holders Change %
+133.33%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
6
Reduced
Closed
2
Calls
Puts
$41K
Net Calls
-$41K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
BGDI
1
BW Gestao de Investimentos
Brazil
$274M +$111M +2,071,027 +71%
BTS
2
BB&T Securities
Virginia
$9.46M +$9.26M +172,602 New
RJA
3
Raymond James & Associates
Florida
$8.1M +$7.93M +147,843 New
Bank of America
4
Bank of America
North Carolina
$6.07M +$1.27M +23,635 +27%
MML Investors Services
5
MML Investors Services
Massachusetts
$2.47M +$1.26M +23,456 +109%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.64M +$1.61M +29,963 New
VF
7
Virtu Financial
New York
$1.55M +$1.52M +28,360 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.29M +24,062 New
LPL Financial
9
LPL Financial
California
$1.3M +$183K +3,405 +17%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.12M +$1.1M +20,468 New
VWA
11
V Wealth Advisors
Kansas
$902K +$880K +16,400 New
Stifel Financial
12
Stifel Financial
Missouri
$757K +$748K +13,942 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$680K +$667K +12,431 New
WP
14
WealthPLAN Partners
Nebraska
$620K +$398K +7,423 +191%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$297K +$241K +4,500 +486%
NPC
16
National Planning Corporation
California
$244K +$239K +4,449 New
HighTower Advisors
17
HighTower Advisors
Illinois
$225K +$222K +4,138 New
Citigroup
18
Citigroup
New York
$164K +$161K +2,993 New
NR
19
Newfound Research
Massachusetts
$129K +$126K +2,348 New
SPIA
20
Steward Partners Investment Advisory
New York
$25K +$25K +466 New
IA
21
IFP Advisors
Florida
$12K
Jane Street
22
Jane Street
New York
-$2.34M -44,505 Closed
Creative Planning
23
Creative Planning
Kansas
-$7K -130 Closed

ICVT Hedge Fund Activity: Q3 2017 in Review

21 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Convertible Bond ETF (ICVT) for Q3 2017, worth a combined $311M — up 90% from $164M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ICVT positions and 2 closed out — a net gain of 12 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was BW Gestao de Investimentos, adding an estimated $111M. The largest seller was Jane Street, exiting entirely with an estimated $2.34M sold.

  • 21 institutional investors held iShares Convertible Bond ETF (ICVT) as of Q3 2017, up from 9 in Q2 2017.
  • Funds reported $311M of iShares Convertible Bond ETF stock for Q3 2017, up 90% quarter-over-quarter.
  • 14 funds opened new iShares Convertible Bond ETF positions in Q3 2017 and 2 closed out, a net change of +12 holders.
  • The largest iShares Convertible Bond ETF buyer in Q3 2017 was BW Gestao de Investimentos, an estimated $111M added.
  • The largest iShares Convertible Bond ETF seller in Q3 2017 was Jane Street, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2017.