iShares Convertible Bond ETF
ICVT
403 hedge funds and large institutions have $1.9B invested in iShares Convertible Bond ETF in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 120 increasing their positions, 176 reducing their positions, and 45 closing their positions.
62% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 45
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
5% more funds holding
Funds holding: 383 → 403 (+20)
7% less capital invested
Capital invested by funds: $2.04B → $1.9B (-$141M)
15.07% less ownership
Funds ownership: 51.24% → 36.17% (-15%)
31% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $14.5M
32% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$73.8M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$43.5M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$40.8M |
| 4 |
MC
McMorgan & Co
San Francisco,
California
|
+$8.19M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$45.9M |
| 2 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$29.1M |
| 3 |
Goldman Sachs
New York
|
-$26.6M |
| 4 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$12.5M |
| 5 |
LPL Financial
San Diego,
California
|
-$11.3M |
ICVT Hedge Fund Activity: Q1 2026 in Review
403 institutional investors reported a position in iShares Convertible Bond ETF (ICVT) for Q1 2026, worth a combined $1.9B — down 6.9% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new ICVT positions and 45 closed out — a net gain of 28 holders — while 120 added to existing stakes and 176 trimmed.
The largest buyer was Jane Street, adding an estimated $73.8M. The largest seller was Envestnet Asset Management, cutting an estimated $45.9M.
- 403 institutional investors held iShares Convertible Bond ETF (ICVT) as of Q1 2026, up from 383 in Q4 2025.
- Funds reported $1.9B of iShares Convertible Bond ETF stock for Q1 2026, down 6.9% quarter-over-quarter.
- 73 funds opened new iShares Convertible Bond ETF positions in Q1 2026 and 45 closed out, a net change of +28 holders.
- The largest iShares Convertible Bond ETF buyer in Q1 2026 was Jane Street, an estimated $73.8M added.
- The largest iShares Convertible Bond ETF seller in Q1 2026 was Envestnet Asset Management, an estimated $45.9M sold.
Based on aggregated 13F filings for Q1 2026.