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iShares Convertible Bond ETF

246 hedge funds and large institutions have $1.12B invested in iShares Convertible Bond ETF in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 27

57% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 51

35% more funds holding

Funds holding: 182246 (+64)

30% more capital invested

Capital invested by funds: $864M → $1.12B (+$256M)

21.71% more ownership

Funds ownership: 54.34%76.05% (+22%)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

77% less call options, than puts

Call options by funds: $4.42M | Put options by funds: $19.2M

Holders
246
Holders Change
+64
Holders Change %
+35.16%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
94
Increased
80
Reduced
51
Closed
27
Calls
$4.42M
Puts
$19.2M
Net Calls
-$14.8M
Net Calls Change
-$15.2M

ICVT Hedge Fund Activity: Q1 2022 in Review

246 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Convertible Bond ETF (ICVT) for Q1 2022, worth a combined $1.12B — up 30% from $864M a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new ICVT positions and 27 closed out — a net gain of 67 holders — while 80 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84M. The largest seller was Jane Street, cutting an estimated $95.2M.

  • 246 institutional investors held iShares Convertible Bond ETF (ICVT) as of Q1 2022, up from 182 in Q4 2021.
  • Funds reported $1.12B of iShares Convertible Bond ETF stock for Q1 2022, up 30% quarter-over-quarter.
  • 94 funds opened new iShares Convertible Bond ETF positions in Q1 2022 and 27 closed out, a net change of +67 holders.
  • The largest iShares Convertible Bond ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $84M added.
  • The largest iShares Convertible Bond ETF seller in Q1 2022 was Jane Street, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2022.