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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$90.94 +5.82 (+6.83%)
As of 12:53 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)
289
Total
Institutional Inflows
(last 12 months)
$807.63M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$165.89M
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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
7/10/2025Global Financial Private Client LLC11,566$1.04M0.4%+1.4%0.041%
7/10/2025Bigelow Investment Advisors LLC2,825$255K0.1%-10.9%0.010%
7/10/2025Wealth Enhancement Advisory Services LLC64,062$5.78M0.0%-4.3%0.229%
7/10/2025Sharkey Howes & Javer5,048$455K0.1%-18.6%0.018%
7/10/2025Sovran Advisors LLC13,995$1.26M0.1%+122.0%0.050%
7/9/2025 Dynamic Advisor Solutions LLC55,592$5.01M0.2%+7.0%0.199%
7/9/2025 Capital Wealth Management LLC37,826$3.41M1.3%+0.4%0.135%
7/9/2025 Baron Financial Group LLC49,381$4.45M2.6%+0.6%0.176%
7/8/2025 Range Financial Group LLC2,871$259K0.1%-19.2%0.010%
7/8/2025 Lpwm LLC6,852$617K0.2%-7.4%0.024%
7/8/2025 Ehrlich Financial Group2,907$262K0.2%-17.8%0.010%
7/8/2025 Braun Bostich & Associates Inc.4,339$391K0.3%-21.1%0.015%
7/8/2025 Advance Capital Management Inc.109,099$9.83M0.4%N/A0.390%
7/7/2025 Insight Wealth Strategies LLC245,103$21.89M2.8%+90.4%0.875%
7/7/2025 Centurion Wealth Management LLC8,713$785K0.2%-17.6%0.031%
7/3/2025 City Center Advisors LLC2,662$240K0.3%N/A0.010%
7/2/2025 Central Pacific Bank Trust Division36,401$3.28M0.4%-9.9%0.130%
6/4/2025 First Hawaiian Bank38,436$3.21M0.2%-6.0%0.144%
6/3/2025Invst LLC7,971$666K0.1%-22.2%0.028%
5/28/2025Anderson Financial Strategies LLC461$39K0.0%N/A0.002%
5/22/2025BOS Asset Management LLC5,542$463K0.2%+6.8%0.020%
5/20/2025Belpointe Asset Management LLC2,933$245K0.0%N/A0.010%
5/20/2025Focus Partners Wealth7,931$663K0.0%N/A0.028%
5/20/2025Integrity Alliance LLC.19,679$1.65M0.1%+15.5%0.070%
5/19/2025Jane Street Group LLC62,066$5.19M0.0%-39.4%0.220%
5/19/2025Advisory Alpha LLC444,378$37.14M1.3%+0.2%1.579%
5/16/2025Ascent Group LLC31,411$2.63M0.1%+167.3%0.112%
5/16/2025Coppell Advisory Solutions LLC13,588$1.14M0.1%+8,610.3%0.048%
5/16/2025Arete Wealth Advisors LLC3,659$306K0.0%-30.7%0.013%
5/16/2025Ashton Thomas Private Wealth LLC7,159$599K0.0%+29.8%0.025%
5/16/2025Goldman Sachs Group Inc.1,252,000$104.68M0.0%+36.4%4.471%
5/16/2025Kestra Investment Management LLC15,514$1.30M0.0%-37.0%0.055%
5/16/2025Cape Investment Advisory Inc.355$30K0.0%+171.0%0.001%
5/16/2025NewEdge Advisors LLC91,236$7.63M0.0%+9.5%0.324%
5/16/2025Integrated Wealth Concepts LLC4,929$412K0.0%-6.0%0.018%
5/16/2025Clark Capital Management Group Inc.27,295$2.28M0.0%-1.4%0.097%
5/16/2025Concorde Asset Management LLC2,548$208K0.1%-5.4%0.009%
5/16/2025Copperleaf Capital LLC8,240$689K0.4%+14.1%0.029%
5/16/2025Advisors Asset Management Inc.9,413$787K0.0%+7.5%0.033%
5/16/2025Aprio Wealth Management LLC3,030$253K0.0%N/A0.011%
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5/15/2025Royal Bank of Canada54,768$4.58M0.0%-4.1%0.195%
5/15/2025Vermillion & White Wealth Management Group LLC746$62K0.0%+537.6%0.003%
5/14/2025Wealth Preservation Advisors LLC346$29K0.0%N/A0.001%
5/14/2025Transamerica Financial Advisors LLC5,195$435K0.0%+3.7%0.018%
5/14/2025Triad Wealth Partners LLC18,117$1.52M0.5%+26.1%0.064%
5/14/2025Guggenheim Capital LLC120,352$10.06M0.1%+5.6%0.428%
5/14/2025CreativeOne Wealth LLC58,213$4.87M0.1%+4.7%0.207%
5/14/2025Comerica Bank6,060$507K0.0%-22.1%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.10,796$903K0.0%+4.2%0.038%
5/14/2025Van Hulzen Asset Management LLC2,714$227K0.0%-8.3%0.010%
5/14/2025Kestra Advisory Services LLC21,922$1.83M0.0%-11.2%0.078%
5/14/20251832 Asset Management L.P.120,693$10.09M0.0%-81.8%0.429%
5/14/2025Barnes Wealth Management Group Inc3,283$274K0.2%+4.3%0.012%
5/14/2025CW Advisors LLC35,504$2.97M0.0%N/A0.126%
5/14/2025Capital Analysts LLC4,407$369K0.0%+3.0%0.016%
5/13/2025Elequin Capital LP74,362$6.22M0.8%N/A0.264%
5/13/2025CacheTech Inc.174,968$14.42M2.8%-2.1%0.622%
5/13/2025Adams Wealth Management172,416$14.42M2.8%-2.2%0.612%
5/13/2025Gen Wealth Partners Inc3,461$289K0.1%+16.1%0.012%
5/13/2025High Falls Advisors Inc6,171$516K0.1%+9.8%0.022%
5/13/2025Lord Abbett & CO. LLC4,890$409K0.0%N/A0.017%
5/13/2025Stone House Investment Management LLC7,894$660K0.1%+57.2%0.028%
5/13/2025HighTower Advisors LLC59,593$4.98M0.0%+10.4%0.212%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,165$1.02M0.1%-8.6%0.042%
5/12/2025Scissortail Wealth Management LLC5,822$487K0.1%-20.1%0.020%
5/12/2025Florin Court Capital LLP36,708$3.07M3.2%-32.7%0.127%
5/12/2025Savvy Advisors Inc.7,962$666K0.1%N/A0.027%
5/12/2025National Bank of Canada FI43,500$3.64M0.0%N/A0.150%
5/9/2025Deutsche Bank AG248,000$20.74M0.0%N/A0.855%
5/9/2025Greykasell Wealth Strategies Inc.10,895$911K0.5%+2.0%0.038%
5/9/2025Tidemark LLC17,937$1.50M0.6%+62.7%0.062%
5/9/2025WealthShield Partners LLC8,099$677K0.1%+5.3%0.028%
5/9/2025Atria Wealth Solutions Inc.22,421$1.88M0.0%-19.4%0.077%
5/9/2025Plan Group Financial LLC13,565$1.13M0.4%+452.3%0.047%
5/9/2025Blair William & Co. IL2,788$233K0.0%-9.4%0.010%
5/9/2025Liberty Wealth Management LLC8,011$670K0.0%+81.8%0.028%
5/8/2025Baker Avenue Asset Management LP315,977$26.42M0.8%+15.6%1.090%
5/8/2025Certified Advisory Corp165,636$13.85M1.6%-1.5%0.571%
5/8/2025US Bancorp DE21,062$1.76M0.0%-1.0%0.073%
5/8/2025Harbour Investments Inc.2,050$171K0.0%-7.3%0.007%
5/8/2025Howard Capital Management Inc.338,606$28.31M0.5%+0.2%1.168%
5/8/2025360 Financial Inc.146,217$12.23M4.4%+3.4%0.504%
5/8/2025Arkadios Wealth Advisors3,000$251K0.0%+24.7%0.010%
5/8/2025Independence Financial Advisors LLC6,173$516K0.2%N/A0.021%
5/7/2025Foundations Investment Advisors LLC91,597$7.66M0.1%+19.3%0.316%
5/7/2025Ridgewood Investments LLC7,242$606K0.3%+6.5%0.025%
5/7/2025LPL Financial LLC948,047$79.27M0.0%+0.3%3.269%
5/7/2025BlueStem Wealth Partners LLC198,516$16.60M2.3%+507.2%0.685%
5/7/2025First Heartland Consultants Inc.2,670$223K0.0%N/A0.009%
5/6/2025Assetmark Inc.94,347$7.89M0.0%-63.6%0.325%
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5/6/2025Cetera Investment Advisers203,737$17.03M0.0%-12.0%0.703%
5/6/2025Avantax Advisory Services Inc.11,362$950K0.0%-1.9%0.039%
5/6/2025Brookwood Investment Group LLC3,771$315K0.1%N/A0.013%
5/6/2025One Wealth Advisors LLC5,530$462K0.1%+7.0%0.019%
5/6/2025AE Wealth Management LLC11,901$995K0.0%-79.6%0.041%
5/6/2025Wedbush Securities Inc.4,761$398K0.0%-8.8%0.016%
5/6/2025Advisors Preferred LLC6,943$581K0.1%N/A0.024%
5/6/2025Quadrant Private Wealth Management LLC5,137$430K0.1%-5.8%0.018%
5/6/2025PFG Advisors12,117$1.01M0.1%-1.0%0.042%
5/5/2025Aire Advisors LLC121,140$10.13M2.1%+1.6%0.418%
(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 353 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 9,716,558 shares in the last 24 months. This purchase volume represents approximately $807.63M in transactions.

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

Of the 130 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 1,999,399 shares in the last 24 months. This volume of shares sold represents approximately $165.89M in transactions.


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This page (BATS:ICVT) was last updated on 7/11/2025 by MarketBeat.com Staff
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