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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$85.86 +0.73 (+0.85%)
Closing price 03:59 PM Eastern
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$85.64 -0.22 (-0.26%)
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$731.65M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$171.62M
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ICVT Institutional Buying and Selling by Quarter

iShares Convertible Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Independent Wealth Network Inc.6,785$567K0.2%-2.0%0.023%
5/2/2025Armor Investment Advisors LLC38,500$3.22M1.3%N/A0.133%
5/2/2025Dynasty Wealth Management LLC24,228$2.03M0.0%+47.1%0.084%
5/2/2025SWP Financial LLC19,093$1.60M1.0%+4.3%0.066%
5/2/2025Summit X LLC5,175$433K0.1%-18.1%0.018%
5/2/2025Pettinga Financial Advisors LLC5,890$492K0.1%+28.4%0.020%
5/2/2025PAX Financial Group LLC5,318$445K0.1%-25.3%0.018%
5/2/2025Sigma Planning Corp7,522$629K0.0%+11.6%0.026%
5/1/2025CWM LLC225,798$18.88M0.1%+1.6%0.779%
5/1/2025Northwest Capital Management Inc4,910$411K0.2%-7.6%0.017%
5/1/2025Acorn Wealth Advisors LLC4,949$414K0.2%-3.6%0.017%
5/1/2025SteelPeak Wealth LLC31,270$2.61M0.1%+14.0%0.108%
5/1/2025Croban10,250$857K0.8%N/A0.035%
4/30/2025 Sharkey Howes & Javer6,201$518K0.1%+10.3%0.021%
4/30/2025 Financial Gravity Asset Management Inc.80,059$6.69M1.5%N/A0.276%
4/30/2025 Allworth Financial LP2,733$229K0.0%-81.6%0.009%
4/30/2025 Banque Pictet & Cie SA13,759$1.15M0.0%+25.5%0.047%
4/30/2025 Cornerstone Planning Group LLC164,936$13.69M3.3%+0.7%0.569%
4/30/2025 Greenleaf Trust443,129$37.05M0.3%+3.0%1.528%
4/30/2025 Trek Financial LLC5,502$460K0.0%+13.4%0.019%
4/30/2025 Synergy Investment Management LLC6,989$584K0.2%+5.4%0.024%
4/29/2025 U.S. Capital Wealth Advisors LLC2,440$204K0.0%N/A0.008%
4/29/2025 Envestnet Asset Management Inc.1,523,827$127.41M0.0%+3.7%5.255%
4/29/2025 Bank of New York Mellon Corp68,877$5.76M0.0%+5.2%0.238%
4/29/2025 Columbia River Financial Group LLC352$29K0.0%N/A0.001%
4/29/2025 Strategic Blueprint LLC16,941$1.42M0.1%+19.9%0.058%
4/29/2025 OneDigital Investment Advisors LLC183,228$15.32M0.2%+1.3%0.632%
4/29/2025 Onyx Bridge Wealth Group LLC135,012$11.29M1.6%+49.7%0.466%
4/28/2025 D.A. Davidson & CO.18,084$1.51M0.0%-6.0%0.062%
4/28/2025 Able Wealth Management LLC3,455$289K0.2%N/A0.012%
4/28/2025 First Horizon Advisors Inc.2,465$206K0.0%+7.6%0.009%
4/28/2025 Acute Investment Advisory LLC3,690$309K1.6%-77.4%0.013%
4/28/2025 Swmg LLC3,443$290K0.1%N/A0.012%
4/28/2025 Alterna Wealth Management Inc.2,785$233K0.2%+7.2%0.010%
4/28/2025 Pictet North America Advisors SA255,794$21.39M2.1%+11.6%0.882%
4/25/2025 Tradewinds Capital Management LLC207,791$17.37M4.7%+0.1%0.717%
4/25/2025 Perissos Private Wealth Management LLC17,722$1.48M1.4%-1.1%0.061%
4/25/2025 Ameritas Advisory Services LLC65,385$5.47M0.2%N/A0.225%
4/25/2025 Sovran Advisors LLC6,305$515K0.1%+127.5%0.022%
4/24/2025 Overbrook Management Corp17,614$1.47M0.3%-24.6%0.061%
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4/24/2025 Sunbelt Securities Inc.502$42K0.0%+76.1%0.002%
4/24/2025 Tsfg LLC5,166$432K0.1%+27.0%0.018%
4/24/2025 Centerline Wealth Advisors LLC63,808$5.34M3.2%-1.6%0.220%
4/24/2025 Mirae Asset Global Investments Co. Ltd.28,538$2.40M0.0%+12.8%0.098%
4/23/2025 Creative Financial Designs Inc. ADV13,871$1.16M0.1%+28.2%0.048%
4/23/2025 TSA Wealth Managment LLC25,024$2.09M0.8%+1.8%0.086%
4/23/2025 Perigon Wealth Management LLC17,643$1.48M0.0%+14.5%0.061%
4/23/2025 Golden State Wealth Management LLC2,734$229K0.0%+96.4%0.009%
4/23/2025 Keystone Financial Services6,060$507K0.2%+87.8%0.021%
4/23/2025 Systelligence LLC79,328$6.63M1.6%N/A0.274%
4/23/2025 Mascagni Wealth Management Inc.61,485$5.22M5.1%-4.5%0.212%
4/23/2025 FORM Wealth Advisors LLC4,015$336K0.0%N/A0.014%
4/23/2025 Oppenheimer & Co. Inc.19,627$1.64M0.0%-13.8%0.068%
4/22/2025 Wetzel Investment Advisors Inc.48,113$4.02M2.0%+1.8%0.166%
4/22/2025 Cambridge Investment Research Advisors Inc.67,499$5.64M0.0%+8.1%0.233%
4/22/2025 EWA LLC9,909$828K0.3%+62.3%0.034%
4/22/2025 Synergy Asset Management LLC5,155$431K0.1%-48.8%0.018%
4/22/2025 Cobblestone Asset Management LLC4,186$350K0.2%+49.1%0.014%
4/22/2025 Spectrum Planning & Advisory Services Inc.4,340$363K0.3%N/A0.015%
4/21/2025 Osborne Partners Capital Management LLC155,237$12.98M0.7%+5.1%0.535%
4/21/2025 Provident Wealth Management LLC22,802$1.91M0.7%-7.3%0.079%
4/21/2025 Blue Trust Inc.11,639$973K0.0%+2.2%0.040%
4/21/2025 United Advisor Group LLC9,522$796K0.2%+8.8%0.033%
4/21/2025 Envestnet Portfolio Solutions Inc.151,297$12.65M0.0%-17.2%0.522%
4/21/2025 Duncan Williams Asset Management LLC4,001$335K0.1%-25.5%0.014%
4/21/2025 Bigelow Investment Advisors LLC3,172$265K0.1%-10.2%0.011%
4/21/2025 Dunhill Financial LLC1,106$93K0.0%-13.3%0.004%
4/21/2025 Kingswood Wealth Advisors LLC2,957$247K0.0%-6.4%0.010%
4/18/2025 Capital Wealth Management LLC37,677$3.15M1.3%+0.4%0.124%
4/17/2025 Sagespring Wealth Partners LLC18,259$1.53M0.0%+53.4%0.060%
4/17/2025 Sowell Financial Services LLC3,246$271K0.0%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC53,959$4.51M0.0%-4.2%0.177%
4/17/2025 Cyndeo Wealth Partners LLC5,616$470K0.0%+27.0%0.018%
4/17/2025 Keystone Wealth Services LLC11,322$947K0.3%-7.4%0.037%
4/17/2025 Abound Wealth Management497$42K0.0%N/A0.002%
4/17/2025 Pinion Investment Advisors LLC3,538$296K0.1%N/A0.012%
4/17/2025 Dynamic Advisor Solutions LLC51,943$4.34M0.1%-4.1%0.170%
4/16/2025 Wealth Enhancement Advisory Services LLC66,921$5.60M0.0%-5.4%0.219%
4/15/2025 Braun Bostich & Associates Inc.5,501$460K0.3%-3.0%0.018%
4/15/2025 Focus Financial Network Inc.4,118$344K0.0%+17.6%0.014%
4/15/2025 My Legacy Advisors LLC3,061$256K0.1%N/A0.010%
4/15/2025 Simplicity Wealth LLC8,377$700K0.1%N/A0.027%
4/14/2025 Farther Finance Advisors LLC10,849$908K0.0%+1.2%0.036%
4/14/2025 Millington Financial Advisors LLC9,835$794K0.5%+10.8%0.032%
4/14/2025 Range Financial Group LLC3,552$297K0.1%+14.4%0.012%
4/14/2025 Park Avenue Securities LLC80,120$6.70M0.1%+2.3%0.263%
4/14/2025 Lpwm LLC7,398$619K0.2%-8.1%0.024%
4/14/2025 Baron Financial Group LLC49,071$4.10M2.6%+0.5%0.161%
4/14/2025 FFG Retirement Advisors LLC31,993$2.68M1.8%+1,106.8%0.105%
4/11/2025 KFG Wealth Management LLC22,437$1.88M0.3%-28.9%0.074%
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4/10/2025 Cypress Wealth Services LLC3,524$295K0.1%+11.3%0.012%
4/10/2025 Hennion & Walsh Asset Management Inc.5,289$442K0.0%+31.1%0.017%
4/9/2025 Merit Financial Group LLC25,737$2.15M0.0%+498.8%0.084%
4/9/2025 Milestone Asset Management LLC8,736$730K0.2%+24.9%0.029%
4/9/2025 McNaughton Wealth Management LLC6,905$577K0.3%N/A0.023%
4/9/2025 SigFig Wealth Management LLC8,309$698K0.0%+1.9%0.027%
4/8/2025 Aletheian Wealth Advisors LLC6,966$582K0.3%+18.9%0.023%
4/8/2025 Advisory Alpha LLC236,767$19.80M1.2%-46.6%0.776%
4/8/2025 Global Financial Private Client LLC11,411$954K0.4%-3.3%0.037%
4/3/2025 Central Pacific Bank Trust Division40,401$3.38M0.5%-0.9%0.132%
(Data available from 1/1/2016 forward)

ICVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICVT shares?

During the previous two years, 366 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($208.53M), Envestnet Asset Management Inc. ($127.41M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($80.33M), 1832 Asset Management L.P. ($57.37M), New York Life Investment Management LLC ($41.86M), and AMG National Trust Bank ($40.83M).Learn more on ICVT's institutional investors.

Which institutional investors have been buying iShares Convertible Bond ETF stock?

Of the 343 institutional investors that purchased iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.35M), Susquehanna International Group LLP ($1.02M), Financial Gravity Asset Management Inc. ($995.55K), Bank of Nova Scotia ($874.90K), Tradewinds Capital Management LLC ($845.44K), 1832 Asset Management L.P. ($736.48K), and Envestnet Asset Management Inc. ($624.33K).

How much institutional buying is happening at iShares Convertible Bond ETF?

Institutional investors have bought a total of 16,718,626 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Which iShares Convertible Bond ETF major shareholders have been selling company stock?

Of the 168 institutional investors that sold iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.21M), Tradewinds Capital Management LLC ($1.11M), LPL Financial LLC ($902.41K), Financial Gravity Asset Management Inc. ($844.16K), AMG National Trust Bank ($484.60K), Assetmark Inc. ($352.05K), and Gradient Investments LLC ($323.52K).

How much institutional selling is happening at iShares Convertible Bond ETF?

Institutional investors have sold a total of 10,689,380 shares in the last 24 months. This volume of shares sold represents approximately $805.60M in transactions.


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This page (BATS:ICVT) was last updated on 5/2/2025 by MarketBeat.com Staff
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