iShares Convertible Bond ETF (ICVT) Institutional Ownership $88.03 +2.90 (+3.41%) Closing price 03:59 PM EasternExtended Trading$88.04 +0.01 (+0.01%) As of 04:08 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)Number ofInstitutional Buyers(last 12 months)286TotalInstitutional Inflows(last 12 months)$786.75MNumber ofInstitutional Sellers(last 12 months)128TotalInstitutional Outflows(last 12 months)$168.96M Get ICVT Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Convertible Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data ICVT Institutional Buying and Selling by Quarter iShares Convertible Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails6/4/2025 First Hawaiian Bank38,436$3.21M0.2%-6.0%0.144% 6/3/2025 Invst LLC7,971$666K0.1%-22.2%0.028% 5/28/2025 Anderson Financial Strategies LLC461$39K0.0%N/A0.002% 5/22/2025 BOS Asset Management LLC5,542$463K0.2%+6.8%0.020% 5/20/2025 Belpointe Asset Management LLC2,933$245K0.0%N/A0.010% 5/20/2025 Focus Partners Wealth7,931$663K0.0%N/A0.028% 5/20/2025 Integrity Alliance LLC.19,679$1.65M0.1%+15.5%0.070% 5/19/2025 Jane Street Group LLC62,066$5.19M0.0%-39.4%0.220% 5/19/2025 Advisory Alpha LLC444,378$37.14M1.3%+0.2%1.579% 5/16/2025 Ascent Group LLC31,411$2.63M0.1%+167.3%0.112% Get the Latest News and Ratings for ICVT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Convertible Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Coppell Advisory Solutions LLC13,588$1.14M0.1%+8,610.3%0.048% 5/16/2025 Arete Wealth Advisors LLC3,659$306K0.0%-30.7%0.013% 5/16/2025 Ashton Thomas Private Wealth LLC7,159$599K0.0%+29.8%0.025% 5/16/2025 Goldman Sachs Group Inc.1,252,000$104.68M0.0%+36.4%4.448% 5/16/2025 Kestra Investment Management LLC15,514$1.30M0.0%-37.0%0.055% 5/16/2025 Cape Investment Advisory Inc.355$30K0.0%+171.0%0.001% 5/16/2025 NewEdge Advisors LLC91,236$7.63M0.0%+9.5%0.324% 5/16/2025 Integrated Wealth Concepts LLC4,929$412K0.0%-6.0%0.018% 5/16/2025 Clark Capital Management Group Inc.27,295$2.28M0.0%-1.4%0.097% 5/16/2025 Concorde Asset Management LLC2,548$208K0.1%-5.4%0.009% 5/16/2025 Copperleaf Capital LLC8,240$689K0.4%+14.1%0.029% 5/16/2025 Advisors Asset Management Inc.9,413$787K0.0%+7.5%0.033% 5/16/2025 Aprio Wealth Management LLC3,030$253K0.0%N/A0.011% 5/15/2025 Royal Bank of Canada54,768$4.58M0.0%-4.1%0.195% 5/15/2025 Vermillion & White Wealth Management Group LLC746$62K0.0%+537.6%0.003% 5/14/2025 Wealth Preservation Advisors LLC346$29K0.0%N/A0.001% 5/14/2025 Transamerica Financial Advisors LLC5,195$435K0.0%+3.7%0.018% 5/14/2025 Triad Wealth Partners LLC18,117$1.52M0.5%+26.1%0.064% 5/14/2025 Guggenheim Capital LLC120,352$10.06M0.1%+5.6%0.428% 5/14/2025 CreativeOne Wealth LLC58,213$4.87M0.1%+4.7%0.207% 5/14/2025 Comerica Bank6,060$507K0.0%-22.1%0.022% 5/14/2025 Northwestern Mutual Wealth Management Co.10,796$903K0.0%+4.2%0.038% 5/14/2025 Van Hulzen Asset Management LLC2,714$227K0.0%-8.3%0.010% 5/14/2025 Kestra Advisory Services LLC21,922$1.83M0.0%-11.2%0.078% 5/14/2025 1832 Asset Management L.P.120,693$10.09M0.0%-81.8%0.429% 5/14/2025 Barnes Wealth Management Group Inc3,283$274K0.2%+4.3%0.012% 5/14/2025 CW Advisors LLC35,504$2.97M0.0%N/A0.126% 5/14/2025 Capital Analysts LLC4,407$369K0.0%+3.0%0.016% 5/13/2025 Elequin Capital LP74,362$6.22M0.8%N/A0.264% 5/13/2025 CacheTech Inc.174,968$14.42M2.8%-2.1%0.622% The $15 Gold Fund That Pays Up to $1,152/Month (Ad)Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing something much bigger: There's a new way to collect income from gold.Click here to discover the gold income breakthrough most investors are missing.5/13/2025 Adams Wealth Management172,416$14.42M2.8%-2.2%0.612% 5/13/2025 Gen Wealth Partners Inc3,461$289K0.1%+16.1%0.012% 5/13/2025 High Falls Advisors Inc6,171$516K0.1%+9.8%0.022% 5/13/2025 Lord Abbett & CO. LLC4,890$409K0.0%N/A0.017% 5/13/2025 Stone House Investment Management LLC7,894$660K0.1%+57.2%0.028% 5/13/2025 HighTower Advisors LLC59,593$4.98M0.0%+10.4%0.212% 5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,165$1.02M0.1%-8.6%0.042% 5/12/2025 Scissortail Wealth Management LLC5,822$487K0.1%-20.1%0.020% 5/12/2025 Florin Court Capital LLP36,708$3.07M3.2%-32.7%0.127% 5/12/2025 Savvy Advisors Inc.7,962$666K0.1%N/A0.027% 5/12/2025 National Bank of Canada FI43,500$3.64M0.0%N/A0.150% 5/9/2025 Deutsche Bank AG248,000$20.74M0.0%N/A0.855% 5/9/2025 Greykasell Wealth Strategies Inc.10,895$911K0.5%+2.0%0.038% 5/9/2025 Tidemark LLC17,937$1.50M0.6%+62.7%0.062% 5/9/2025 WealthShield Partners LLC8,099$677K0.1%+5.3%0.028% 5/9/2025 Atria Wealth Solutions Inc.22,421$1.88M0.0%-19.4%0.077% 5/9/2025 Plan Group Financial LLC13,565$1.13M0.4%+452.3%0.047% 5/9/2025 Blair William & Co. IL2,788$233K0.0%-9.4%0.010% 5/9/2025 Liberty Wealth Management LLC8,011$670K0.0%+81.8%0.028% 5/8/2025 Baker Avenue Asset Management LP315,977$26.42M0.8%+15.6%1.090% 5/8/2025 Certified Advisory Corp165,636$13.85M1.6%-1.5%0.571% 5/8/2025 US Bancorp DE21,062$1.76M0.0%-1.0%0.073% 5/8/2025 Harbour Investments Inc.2,050$171K0.0%-7.3%0.007% 5/8/2025 Howard Capital Management Inc.338,606$28.31M0.5%+0.2%1.168% 5/8/2025 360 Financial Inc.146,217$12.23M4.4%+3.4%0.504% 5/8/2025 Arkadios Wealth Advisors3,000$251K0.0%+24.7%0.010% 5/8/2025 Independence Financial Advisors LLC6,173$516K0.2%N/A0.021% 5/7/2025 Foundations Investment Advisors LLC91,597$7.66M0.1%+19.3%0.316% 5/7/2025 Ridgewood Investments LLC7,242$606K0.3%+6.5%0.025% 5/7/2025 LPL Financial LLC948,047$79.27M0.0%+0.3%3.269% 5/7/2025 BlueStem Wealth Partners LLC198,516$16.60M2.3%+507.2%0.685% 5/7/2025 First Heartland Consultants Inc.2,670$223K0.0%N/A0.009% 5/6/2025 Assetmark Inc.94,347$7.89M0.0%-63.6%0.325% 5/6/2025 Cetera Investment Advisers203,737$17.03M0.0%-12.0%0.703% 5/6/2025 Avantax Advisory Services Inc.11,362$950K0.0%-1.9%0.039% 5/6/2025 Brookwood Investment Group LLC3,771$315K0.1%N/A0.013% 5/6/2025 One Wealth Advisors LLC5,530$462K0.1%+7.0%0.019% 5/6/2025 AE Wealth Management LLC11,901$995K0.0%-79.6%0.041% 5/6/2025 Wedbush Securities Inc.4,761$398K0.0%-8.8%0.016% 5/6/2025 Advisors Preferred LLC6,943$581K0.1%N/A0.024% 5/6/2025 Quadrant Private Wealth Management LLC5,137$430K0.1%-5.8%0.018% 5/6/2025 PFG Advisors12,117$1.01M0.1%-1.0%0.042% 5/5/2025 Aire Advisors LLC121,140$10.13M2.1%+1.6%0.418% 5/5/2025 Midwest Capital Advisors LLC15,095$1.26M0.8%+43.0%0.052% 5/5/2025 J.W. Cole Advisors Inc.18,438$1.54M0.0%+8.3%0.064% 5/5/2025 IFP Advisors Inc24,834$2.08M0.1%+462.5%0.086% 5/5/2025 OneAscent Financial Services LLC7,101$594K0.0%-19.2%0.024% 5/5/2025 Calton & Associates Inc.13,887$1.16M0.1%+354.3%0.048% 5/5/2025 Csenge Advisory Group3,593$293K0.0%+4.3%0.012% 5/5/2025 AMG National Trust Bank488,995$40.89M1.1%+1.9%1.686% The $15 Gold Fund That Pays Up to $1,152/Month (Ad)Gold prices are breaking records. But while everyone else is fixated on headlines… They're missing something much bigger: There's a new way to collect income from gold.Click here to discover the gold income breakthrough most investors are missing.5/5/2025 Private Advisor Group LLC19,390$1.62M0.0%-42.5%0.067% 5/2/2025 Independent Wealth Network Inc.6,785$567K0.2%-2.0%0.023% 5/2/2025 Armor Investment Advisors LLC38,500$3.22M1.3%N/A0.133% 5/2/2025 Dynasty Wealth Management LLC24,228$2.03M0.0%+47.1%0.084% 5/2/2025 SWP Financial LLC19,093$1.60M1.0%+4.3%0.066% 5/2/2025 Summit X LLC5,175$433K0.1%-18.1%0.018% 5/2/2025 Pettinga Financial Advisors LLC5,890$492K0.1%+28.4%0.020% 5/2/2025 PAX Financial Group LLC5,318$445K0.1%-25.3%0.018% 5/2/2025 Sigma Planning Corp7,522$629K0.0%+11.6%0.026% 5/1/2025 CWM LLC225,798$18.88M0.1%+1.6%0.779% (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, 378 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), Goldman Sachs Group Inc. ($104.68M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($79.27M), New York Life Investment Management LLC ($41.86M), and AMG National Trust Bank ($40.89M).Learn more on iShares Convertible Bond ETF's institutional investors. Which institutional investors have been buying iShares Convertible Bond ETF's stock? Of the 352 institutional investors that purchased iShares Convertible Bond ETF's 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. ($974.15K), 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 9,485,825 shares in the last 24 months. This purchase volume represents approximately $786.75M in transactions. Which of iShares Convertible Bond ETF's major shareholders have been selling company stock? Of the 128 institutional investors that sold iShares Convertible Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1832 Asset Management L.P. ($542.67K), Advisory Alpha LLC ($222.57K), Gradient Investments LLC ($183.01K), Assetmark Inc. ($165.02K), Renaissance Technologies LLC ($54.48K), Onyx Bridge Wealth Group LLC ($47.72K), and Financial Advocates Investment Management ($47.44K). How much institutional selling is happening at iShares Convertible Bond ETF? Institutional investors have sold a total of 2,040,424 shares in the last 24 months. This volume of shares sold represents approximately $168.96M in transactions. Related Companies SPDR Bloomberg Convertible Securities ETF Major Shareholders Calamos Convertible Equity Alternative ETF Major Shareholders REX Bitcoin Corporate Treasury Convertible Bond ETF Major Shareholders This page (BATS:ICVT) was last updated on 6/20/2025 by MarketBeat.com Staff From Our PartnersThe Trump Dump is starting; Get out of stocks now?The first 365 days of the Trump presidency… Will be the best time to get rich in American history.Paradigm Press | Sponsored379 passengers walked away from thisWhy Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT ScientistsTrue Market Insiders | SponsoredWhen This Happens, You Don’t Wait. 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