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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$97.98 +12.85 (+15.10%)
Closing price 09/15/2025 03:59 PM Eastern
Extended Trading
$98.04 +0.06 (+0.06%)
As of 09/15/2025 04:10 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.
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
301
Total
Institutional Inflows
(last 12 months)
$664.99M
Number of
Institutional Sellers
(last 12 months)
196
Total
Institutional Outflows
(last 12 months)
$328.37M
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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
9/4/2025 Osaic Holdings Inc.208,641$18.73M0.0%+1.6%0.745%
8/29/2025 Centaurus Financial Inc.1,662$150K0.0%-13.1%0.006%
8/27/2025 Barnes Wealth Management Group Inc3,070$277K0.2%-6.5%0.011%
8/27/2025 Orion Porfolio Solutions LLC4,198$378K0.0%-20.5%0.015%
8/25/2025 Hilltop Partners LLC91,793$8.27M2.5%-20.0%0.328%
8/19/2025 B. Riley Wealth Advisors Inc.25,281$2.28M0.1%N/A0.090%
8/19/2025 Advisory Services Network LLC8,017$742K0.0%-3.8%0.029%
8/18/2025 Hershey Financial Advisers LLC45,709$4.12M3.7%N/A0.163%
8/18/2025 Front Row Advisors LLC3,192$288K0.1%+4.1%0.011%
8/15/2025 High Falls Advisors Inc3,998$360K0.1%-35.2%0.014%
8/15/2025 Equitable Holdings Inc.58,453$5.27M0.0%-4.6%0.209%
8/15/2025 Tidal Investments LLC26,118$2.35M0.0%+175.7%0.093%
8/15/2025 Snowden Capital Advisors LLC5,015$452K0.0%-6.2%0.018%
8/15/2025 Orion Porfolio Solutions LLC4,198$378K0.0%-20.5%0.015%
8/15/2025 MML Investors Services LLC143,831$12.96M0.0%+7.5%0.514%
8/15/2025 Modern Wealth Management LLC14,063$1.27M0.0%-42.0%0.050%
8/15/2025 IHT Wealth Management LLC22,675$2.04M0.1%-55.8%0.081%
8/15/2025 BNP Paribas Financial Markets54,066$4.87M0.0%+137.1%0.193%
8/15/2025 Bank of America Corp DE2,564,998$231.11M0.0%-5.2%9.161%
8/15/2025 Ameriprise Financial Inc.162,070$14.61M0.0%-21.2%0.579%
8/14/2025 Raymond James Financial Inc.92,001$8.29M0.0%-7.8%0.329%
8/14/2025 Transamerica Financial Advisors LLC4,848$437K0.0%-6.7%0.017%
8/14/2025 NewEdge Advisors LLC62,693$5.65M0.0%-31.3%0.224%
8/14/2025 Qube Research & Technologies Ltd3,331$300K0.0%+144.6%0.012%
8/14/2025 Planwiser Financial LLC25,032$2.32M2.0%N/A0.089%
8/14/2025 Acorn Wealth Advisors LLC4,327$390K0.1%-12.6%0.015%
8/14/2025 Prestige Wealth Management Group LLC316,618$28.53M5.8%-0.7%1.131%
8/14/2025 Baker Avenue Asset Management LP316,779$28.54M0.8%+0.3%1.131%
8/14/2025 Cerity Partners LLC3,376$304K0.0%-52.7%0.012%
8/13/2025 EverSource Wealth Advisors LLC602$54K0.0%-30.6%0.002%
8/13/2025 Guggenheim Capital LLC118,220$10.65M0.1%-1.8%0.422%
8/13/2025 Trek Financial LLC3,993$360K0.0%-27.4%0.014%
8/13/2025 1832 Asset Management L.P.128,432$11.57M0.0%+6.4%0.459%
8/13/2025 Plan Group Financial LLC29,444$2.65M0.9%+117.1%0.105%
8/13/2025 CW Advisors LLC35,684$3.22M0.0%+0.5%0.127%
8/13/2025 Millington Financial Advisors LLC10,446$971K0.5%+6.2%0.037%
8/13/2025 Lido Advisors LLC4,503$406K0.0%+41.6%0.016%
8/13/2025 Pursue Wealth Partners LLC16,257$1.47M0.8%-21.9%0.058%
8/13/2025 Northwestern Mutual Wealth Management Co.11,732$1.06M0.0%+8.7%0.042%
8/13/2025 Elevation Point Wealth Partners LLC2,595$234K0.0%N/A0.009%
8/13/2025 Vermillion & White Wealth Management Group LLC568$51K0.0%-23.9%0.002%
8/12/2025 J.W. Cole Advisors Inc.18,724$1.69M0.0%+1.6%0.067%
8/12/2025 Armor Investment Advisors LLC36,882$3.32M1.3%-4.2%0.132%
8/12/2025 Advisors Asset Management Inc.9,789$882K0.0%+4.0%0.035%
8/12/2025 Financial Advocates Investment Management1,604$145K0.0%-52.8%0.006%
8/12/2025 Steward Partners Investment Advisory LLC3,146$283K0.0%-41.2%0.011%
8/12/2025 CreativeOne Wealth LLC36,000$3.24M0.1%-38.2%0.129%
8/12/2025 Global Retirement Partners LLC2,404$217K0.0%N/A0.009%
8/12/2025 JPMorgan Chase & Co.189,271$17.05M0.0%-32.6%0.676%
8/12/2025 Absolute Capital Management LLC2,998$270K0.1%-18.9%0.011%
8/12/2025 17 Capital Partners LLC2,415$218K0.1%N/A0.009%
8/11/2025 Outlook Wealth Advisors LLC10,881$980K0.3%-3.3%0.039%
8/11/2025 Copperleaf Capital LLC8,776$791K0.4%+6.5%0.031%
8/11/2025 Traub Capital Management LLC2,962$267K0.2%N/A0.011%
8/11/2025 Synergy Investment Management LLC4,675$421K0.3%-33.1%0.017%
8/11/2025 United Advisor Group LLC10,249$923K0.2%+7.6%0.037%
8/11/2025 Nomura Asset Management Co. Ltd.119,059$10.73M0.0%-31.8%0.425%
8/8/2025 Financial Gravity Companies Inc.83,388$7.51M1.2%N/A0.298%
8/8/2025 Rockefeller Capital Management L.P.38,500$3.47M0.0%N/A0.138%
8/8/2025 Cetera Investment Advisers154,692$13.94M0.0%-24.1%0.552%
8/8/2025 Creative Planning3,880$350K0.0%N/A0.014%
8/8/2025 SG Americas Securities LLC20,794$1.87M0.0%N/A0.074%
8/8/2025 WealthShield Partners LLC5,192$468K0.1%-35.9%0.019%
8/8/2025 Independence Financial Advisors LLC34,369$3.10M1.2%+456.8%0.123%
8/8/2025 Security Financial Services INC.4,768$430K0.1%-35.3%0.017%
8/8/2025 Foundations Investment Advisors LLC83,407$7.52M0.1%-8.9%0.298%
8/7/2025 Allworth Financial LP2,599$234K0.0%-4.9%0.009%
8/7/2025 Shared Vision Wealth Group LLC6,549$606K0.3%-21.4%0.023%
8/7/2025 PFG Advisors10,305$928K0.0%-15.0%0.037%
8/7/2025 Keystone Financial Services3,322$299K0.1%-45.2%0.012%
8/6/2025 Prospera Financial Services Inc3,785$341K0.0%-27.5%0.014%
8/6/2025 Florin Court Capital LLP67,627$6.09M6.2%+84.2%0.242%
8/6/2025 AE Wealth Management LLC48,905$4.41M0.0%+310.9%0.175%
8/6/2025 Stokes Family Office LLC6,742$607K0.1%-37.8%0.024%
8/6/2025 Quadrant Private Wealth Management LLC4,134$372K0.1%-19.5%0.015%
8/6/2025 Wedbush Securities Inc.4,495$405K0.0%-5.6%0.016%
8/6/2025 Modera Wealth Management LLC4,688$422K0.0%-16.2%0.017%
8/6/2025 Mascagni Wealth Management Inc.69,670$6.28M5.3%+13.3%0.249%
8/6/2025 Stone House Investment Management LLC4,005$361K0.1%-49.3%0.014%
8/6/2025 Able Wealth Management LLC6,647$599K0.3%+92.4%0.024%
8/6/2025 First Horizon Advisors Inc.1,587$143K0.0%-35.6%0.006%
8/6/2025 360 Financial Inc.150,298$13.54M4.3%+2.8%0.537%
8/5/2025 TME Financial Inc.43,491$3.92M3.2%-72.4%0.155%
8/5/2025 Advisors Preferred LLC2,742$245K0.0%-60.5%0.010%
8/5/2025 BCGM Wealth Management LLC4,851$437K0.1%-27.5%0.017%
8/5/2025 Tsfg LLC3,856$347K0.1%-25.4%0.014%
8/5/2025 Sigma Planning Corp7,345$662K0.0%-2.4%0.026%
8/4/2025 Integrity Alliance LLC.10,227$921K0.1%-48.0%0.037%
8/4/2025 Creative Financial Designs Inc. ADV11,691$1.05M0.1%-15.7%0.042%
8/4/2025 AMG National Trust Bank487,552$43.93M1.2%-0.3%1.741%
8/4/2025 Atria Investments Inc16,400$1.48M0.0%-40.6%0.059%
8/4/2025 Savvy Advisors Inc.8,128$732K0.0%+2.1%0.029%
8/4/2025 Assetmark Inc.80,105$7.22M0.0%-15.1%0.286%
8/4/2025 Hantz Financial Services Inc.930$84K0.0%N/A0.003%
8/1/2025 Austin Private Wealth LLC5,837$526K0.0%-47.5%0.021%
8/1/2025 New York Life Investment Management LLC456,391$41.12M0.4%+3.7%1.630%
8/1/2025 Howard Capital Management Inc.320,536$28.88M0.4%-5.3%1.145%
8/1/2025 Advisory Alpha LLC433,937$39.10M1.2%-2.3%1.550%
8/1/2025 Liberty Wealth Management LLC4,579$413K0.1%-42.8%0.016%
8/1/2025 Ashton Thomas Private Wealth LLC5,037$454K0.0%-29.6%0.018%
(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, 387 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($231.11M), Goldman Sachs Group Inc. ($104.68M), Envestnet Asset Management Inc. ($84.08M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($79.27M), AMG National Trust Bank ($43.93M), and New York Life Investment Management LLC ($41.12M).Learn more on iShares Convertible Bond ETF's institutional investors.

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

Of the 360 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. ($973.18K), Bank of Nova Scotia ($874.90K), Tradewinds Capital Management LLC ($845.44K), 1832 Asset Management L.P. ($744.22K), 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 7,803,392 shares in the last 24 months. This purchase volume represents approximately $664.99M in transactions.

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

Of the 196 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: Envestnet Asset Management Inc. ($590.58K), 1832 Asset Management L.P. ($542.67K), Pictet North America Advisors SA ($247.13K), Advisory Alpha LLC ($233.01K), Assetmark Inc. ($179.27K), Onyx Bridge Wealth Group LLC ($159.17K), and Bank of America Corp DE ($141.23K).

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

Institutional investors have sold a total of 3,758,226 shares in the last 24 months. This volume of shares sold represents approximately $328.37M in transactions.


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This page (BATS:ICVT) was last updated on 9/16/2025 by MarketBeat.com Staff
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