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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$102.38 +17.25 (+20.26%)
Closing price 03:59 PM Eastern
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$102.36 -0.01 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
299
Total
Institutional Inflows
(last 12 months)
$663.72M
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$329.58M
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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
10/2/2025 Central Pacific Bank Trust Division37,506$3.75M0.5%+3.0%0.134%
9/25/2025CacheTech Inc.167,786$15.12M2.8%-4.1%0.599%
9/25/2025Adams Wealth Management164,598$14.83M2.8%-4.5%0.588%
9/4/2025Osaic Holdings Inc.208,641$18.73M0.0%+1.6%0.745%
8/29/2025Centaurus Financial Inc.1,662$150K0.0%-13.1%0.006%
8/27/2025Barnes Wealth Management Group Inc3,070$277K0.2%-6.5%0.011%
8/27/2025Orion Porfolio Solutions LLC4,198$378K0.0%-20.5%0.015%
8/25/2025Hilltop Partners LLC91,793$8.27M2.5%-20.0%0.328%
8/19/2025B. Riley Wealth Advisors Inc.25,281$2.28M0.1%N/A0.090%
8/19/2025Advisory Services Network LLC8,017$742K0.0%-3.8%0.029%
8/18/2025Hershey Financial Advisers LLC45,709$4.12M3.7%N/A0.163%
8/18/2025Front Row Advisors LLC3,192$288K0.1%+4.1%0.011%
8/15/2025High Falls Advisors Inc3,998$360K0.1%-35.2%0.014%
8/15/2025Equitable Holdings Inc.58,453$5.27M0.0%-4.6%0.209%
8/15/2025Tidal Investments LLC26,118$2.35M0.0%+175.7%0.093%
8/15/2025Snowden Capital Advisors LLC5,015$452K0.0%-6.2%0.018%
8/15/2025Orion Porfolio Solutions LLC4,198$378K0.0%-20.5%0.015%
8/15/2025MML Investors Services LLC143,831$12.96M0.0%+7.5%0.514%
8/15/2025Modern Wealth Management LLC14,063$1.27M0.0%-42.0%0.050%
8/15/2025IHT Wealth Management LLC22,675$2.04M0.1%-55.8%0.081%
8/15/2025BNP Paribas Financial Markets54,066$4.87M0.0%+137.1%0.193%
8/15/2025Bank of America Corp DE2,564,998$231.11M0.0%-5.2%9.161%
8/15/2025Ameriprise Financial Inc.162,070$14.61M0.0%-21.2%0.579%
8/14/2025Raymond James Financial Inc.92,001$8.29M0.0%-7.8%0.329%
8/14/2025Transamerica Financial Advisors LLC4,848$437K0.0%-6.7%0.017%
8/14/2025NewEdge Advisors LLC62,693$5.65M0.0%-31.3%0.224%
8/14/2025Qube Research & Technologies Ltd3,331$300K0.0%+144.6%0.012%
8/14/2025Planwiser Financial LLC25,032$2.32M2.0%N/A0.089%
8/14/2025Acorn Wealth Advisors LLC4,327$390K0.1%-12.6%0.015%
8/14/2025Prestige Wealth Management Group LLC316,618$28.53M5.8%-0.7%1.131%
8/14/2025Baker Avenue Asset Management LP316,779$28.54M0.8%+0.3%1.131%
8/14/2025Cerity Partners LLC3,376$304K0.0%-52.7%0.012%
8/13/2025EverSource Wealth Advisors LLC602$54K0.0%-30.6%0.002%
8/13/2025Guggenheim Capital LLC118,220$10.65M0.1%-1.8%0.422%
8/13/2025Trek Financial LLC3,993$360K0.0%-27.4%0.014%
8/13/20251832 Asset Management L.P.128,432$11.57M0.0%+6.4%0.459%
8/13/2025Plan Group Financial LLC29,444$2.65M0.9%+117.1%0.105%
8/13/2025CW Advisors LLC35,684$3.22M0.0%+0.5%0.127%
8/13/2025Millington Financial Advisors LLC10,446$971K0.5%+6.2%0.037%
8/13/2025Lido Advisors LLC4,503$406K0.0%+41.6%0.016%
8/13/2025Pursue Wealth Partners LLC16,257$1.47M0.8%-21.9%0.058%
8/13/2025Northwestern Mutual Wealth Management Co.11,732$1.06M0.0%+8.7%0.042%
8/13/2025Elevation Point Wealth Partners LLC2,595$234K0.0%N/A0.009%
8/13/2025Vermillion & White Wealth Management Group LLC568$51K0.0%-23.9%0.002%
8/12/2025J.W. Cole Advisors Inc.18,724$1.69M0.0%+1.6%0.067%
8/12/2025Armor Investment Advisors LLC36,882$3.32M1.3%-4.2%0.132%
8/12/2025Advisors Asset Management Inc.9,789$882K0.0%+4.0%0.035%
8/12/2025Financial Advocates Investment Management1,604$145K0.0%-52.8%0.006%
8/12/2025Steward Partners Investment Advisory LLC3,146$283K0.0%-41.2%0.011%
8/12/2025CreativeOne Wealth LLC36,000$3.24M0.1%-38.2%0.129%
8/12/2025Global Retirement Partners LLC2,404$217K0.0%N/A0.009%
8/12/2025JPMorgan Chase & Co.189,271$17.05M0.0%-32.6%0.676%
8/12/2025Absolute Capital Management LLC2,998$270K0.1%-18.9%0.011%
8/12/202517 Capital Partners LLC2,415$218K0.1%N/A0.009%
8/11/2025Outlook Wealth Advisors LLC10,881$980K0.3%-3.3%0.039%
8/11/2025Copperleaf Capital LLC8,776$791K0.4%+6.5%0.031%
8/11/2025Traub Capital Management LLC2,962$267K0.2%N/A0.011%
8/11/2025Synergy Investment Management LLC4,675$421K0.3%-33.1%0.017%
8/11/2025United Advisor Group LLC10,249$923K0.2%+7.6%0.037%
8/11/2025Nomura Asset Management Co. Ltd.119,059$10.73M0.0%-31.8%0.425%
8/8/2025Financial Gravity Companies Inc.83,388$7.51M1.2%N/A0.298%
8/8/2025Rockefeller Capital Management L.P.38,500$3.47M0.0%N/A0.138%
8/8/2025Cetera Investment Advisers154,692$13.94M0.0%-24.1%0.552%
8/8/2025Creative Planning3,880$350K0.0%N/A0.014%
8/8/2025SG Americas Securities LLC20,794$1.87M0.0%N/A0.074%
8/8/2025WealthShield Partners LLC5,192$468K0.1%-35.9%0.019%
8/8/2025Independence Financial Advisors LLC34,369$3.10M1.2%+456.8%0.123%
8/8/2025Security Financial Services INC.4,768$430K0.1%-35.3%0.017%
8/8/2025Foundations Investment Advisors LLC83,407$7.52M0.1%-8.9%0.298%
8/7/2025Allworth Financial LP2,599$234K0.0%-4.9%0.009%
8/7/2025Shared Vision Wealth Group LLC6,549$606K0.3%-21.4%0.023%
8/7/2025PFG Advisors10,305$928K0.0%-15.0%0.037%
8/7/2025Keystone Financial Services3,322$299K0.1%-45.2%0.012%
8/6/2025Prospera Financial Services Inc3,785$341K0.0%-27.5%0.014%
8/6/2025Florin Court Capital LLP67,627$6.09M6.2%+84.2%0.242%
8/6/2025AE Wealth Management LLC48,905$4.41M0.0%+310.9%0.175%
8/6/2025Stokes Family Office LLC6,742$607K0.1%-37.8%0.024%
8/6/2025Quadrant Private Wealth Management LLC4,134$372K0.1%-19.5%0.015%
8/6/2025Wedbush Securities Inc.4,495$405K0.0%-5.6%0.016%
8/6/2025Modera Wealth Management LLC4,688$422K0.0%-16.2%0.017%
8/6/2025Mascagni Wealth Management Inc.69,670$6.28M5.3%+13.3%0.249%
8/6/2025Stone House Investment Management LLC4,005$361K0.1%-49.3%0.014%
8/6/2025Able Wealth Management LLC6,647$599K0.3%+92.4%0.024%
8/6/2025First Horizon Advisors Inc.1,587$143K0.0%-35.6%0.006%
8/6/2025360 Financial Inc.150,298$13.54M4.3%+2.8%0.537%
8/5/2025TME Financial Inc.43,491$3.92M3.2%-72.4%0.155%
8/5/2025Advisors Preferred LLC2,742$245K0.0%-60.5%0.010%
8/5/2025BCGM Wealth Management LLC4,851$437K0.1%-27.5%0.017%
8/5/2025Tsfg LLC3,856$347K0.1%-25.4%0.014%
8/5/2025Sigma Planning Corp7,345$662K0.0%-2.4%0.026%
8/4/2025Integrity Alliance LLC.10,227$921K0.1%-48.0%0.037%
8/4/2025Creative Financial Designs Inc. ADV11,691$1.05M0.1%-15.7%0.042%
8/4/2025AMG National Trust Bank487,552$43.93M1.2%-0.3%1.741%
8/4/2025Atria Investments Inc16,400$1.48M0.0%-40.6%0.059%
8/4/2025Savvy Advisors Inc.8,128$732K0.0%+2.1%0.029%
8/4/2025Assetmark Inc.80,105$7.22M0.0%-15.1%0.286%
8/4/2025Hantz Financial Services Inc.930$84K0.0%N/A0.003%
8/1/2025Austin Private Wealth LLC5,837$526K0.0%-47.5%0.021%
8/1/2025New York Life Investment Management LLC456,391$41.12M0.4%+3.7%1.630%
8/1/2025Howard Capital Management Inc.320,536$28.88M0.4%-5.3%1.145%
(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 7,787,893 shares in the last 24 months. This purchase volume represents approximately $663.72M in transactions.

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

Of the 195 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 3,771,522 shares in the last 24 months. This volume of shares sold represents approximately $329.58M in transactions.


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This page (BATS:ICVT) was last updated on 10/6/2025 by MarketBeat.com Staff
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