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iShares Convertible Bond ETF
ICVT

Overview Fund Activity

348 hedge funds and large institutions have $1.66B invested in iShares Convertible Bond ETF in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 99 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+2
Holders Change %
+0.58%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
44
Increased
165
Reduced
99
Closed
32
Calls
$8.91M
Puts
$13.8M
Net Calls
-$4.86M
Net Calls Change
+$4.57M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$27.9M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$20.7M
4
BWP
BlueStem Wealth Partners
Minnesota
+$13.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$10.4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$45.4M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$34M
3
OPAM
Ocean Park Asset Management
California
-$30.3M
4
AssetMark Inc
AssetMark Inc
California
-$13.8M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$9.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$226M +$21.1M +252,106 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$127M +$4.56M +54,513 +4%
Goldman Sachs
3
Goldman Sachs
New York
$105M +$27.9M +334,100 +36%
LPL Financial
4
LPL Financial
California
$79.3M +$226K +2,707 +0.3%
ANTB
5
AMG National Trust Bank
Colorado
$40.9M +$767K +9,173 +2%
BlackRock
6
BlackRock
New York
$38.1M +$2.4M +28,655 +7%
AA
7
Advisory Alpha
Michigan
$37.1M +$86.9K +1,040 +0.2%
GT
8
Greenleaf Trust
Michigan
$37.1M +$1.06M +12,717 +3%
NYLIM
9
New York Life Investment Management
New York
$36.8M -$4.4M -52,679 -11%
LGA
10
Lebenthal Global Advisors
New York
$34.9M -$49.3K -590 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$31.4M +$1.08M +12,870 +4%
HCM
12
Howard Capital Management
Georgia
$28.3M +$59K +706 +0.2%
PWMG
13
Prestige Wealth Management Group
New Jersey
$26.7M +$381K +4,554 +1%
BAAM
14
Baker Avenue Asset Management
California
$26.4M +$3.57M +42,733 +16%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$23.5M -$1.78M -21,301 -7%
AllianceBernstein
16
AllianceBernstein
Tennessee
$23.1M – – –
PNAA
17
Pictet North America Advisors
Switzerland
$21.4M +$2.22M +26,494 +12%
Deutsche Bank
18
Deutsche Bank
Germany
$20.7M +$20.7M +248,000 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$301K +3,597 +2%
TCM
20
Tradewinds Capital Management
Washington
$17.4M +$16.7K +200 +0.1%
Ameriprise
21
Ameriprise
Minnesota
$17.2M +$1.55M +18,498 +10%
Osaic Holdings
22
Osaic Holdings
Arizona
$17.2M +$10.4M +124,352 +154%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$17M -$2.32M -27,794 -12%
BWP
24
BlueStem Wealth Partners
Minnesota
$16.6M +$13.9M +165,825 +507%
OIA
25
OneDigital Investment Advisors
Kansas
$15.3M +$195K +2,331 +1%
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