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iShares Convertible Bond ETF

248 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, 81 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 26

56% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 52

36% more funds holding

Funds holding: 182248 (+66)

30% more capital invested

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

23.32% more ownership

Funds ownership: 54.45%77.78% (+23%)

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
248
Holders Change
+66
Holders Change %
+36.26%
% of All Funds
3.91%
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
81
Reduced
52
Closed
26
Calls
$4.42M
Puts
$19.2M
Net Calls
-$14.8M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$141M +$75.7M +913,373 +117%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$89.8M +$84M +1,012,809 +1,555%
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$83M +$83.7M +1,009,674 New
PPFA
4
Provida Pension Fund Administrator
Chile
$68.2M +$67.3M +812,000 New
AWM
5
AE Wealth Management
Kansas
$64.2M +$59.2M +714,450 +1,281%
AllianceBernstein
6
AllianceBernstein
Tennessee
$46.1M +$809K +9,762 +2%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$35.8M +$35.6M +429,978 +826,881%
LPL Financial
8
LPL Financial
California
$35.4M +$17.2M +207,364 +95%
IA
9
IndexIQ Advisors
New York
$35.2M +$15.7M +189,434 +81%
Jane Street
10
Jane Street
New York
$31.8M -$95.2M -1,148,969 -75%
BGDI
11
BW Gestao de Investimentos
Brazil
$29.2M -$4.97M -60,000 -15%
5L
12
55I LLC
Massachusetts
$18.9M +$11.6M +139,609 +160%
BlackRock
13
BlackRock
New York
$18.4M +$18.3M +220,704 +57,928%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$17.6M +$2.59M +31,230 +17%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.9M -$8.49M -102,380 -34%
GM
16
GeoWealth Management
Illinois
$14.9M +$14.8M +179,034 New
MC
17
McMorgan & Co
California
$14.5M +$7.21M +86,969 +100%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$14.3M -$20.1M -242,099 -58%
SAS
19
Sanford Advisory Services
Michigan
$13.6M -$789K -9,514 -6%
Osaic Holdings
20
Osaic Holdings
Arizona
$13.2M +$2.69M +32,476 +25%
OAM
21
Oppenheimer Asset Management
New York
$12.4M -$26.4K -318 -0.2%
Morgan Stanley
22
Morgan Stanley
New York
$12M +$10.6M +127,909 +776%
Nomura Asset Management
23
Nomura Asset Management
Japan
$11.5M -$3.48M -42,008 -23%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.8M +$3.71M +44,708 +53%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$10.5M +$1.69M +20,414 +19%

ICVT Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 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 26 closed out — a net gain of 68 holders — while 81 added to existing stakes and 52 trimmed.

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

  • 248 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 26 closed out, a net change of +68 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.