Go Pro
→ Why I believe the AI market will split in Q4 (From The Oxford Club) (Ad)tc pixel Free ICVT Stock Alerts

iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$114.21 -1.22 (-1.06%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$114.18 -0.03 (-0.03%)
As of 04:00 AM 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
278
Total
Institutional Inflows
(last 12 months)
$495.90M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$229.81M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ICVT Institutional Buying and Selling by Quarter

iShares Convertible Bond ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 Envestnet Portfolio Solutions Inc.73,943$9.00M0.0%-42.9%0.264%
9/23/2026 Envestnet Asset Management Inc.710,158$86.46M0.0%-30.6%2.536%
9/9/2026 Tidal Investments LLC11,401$1.39M0.0%+135.4%0.041%
9/9/2026 Van Hulzen Asset Management LLC10,005$1.22M0.1%-2.8%0.036%
9/9/2026 Capital Analysts LLC1,080$131K0.0%-81.8%0.004%
9/9/2026 NorthRock Partners LLC7,933$966K0.0%-21.5%0.028%
9/9/2026 Integrated Wealth Concepts LLC7,318$891K0.0%-42.0%0.026%
9/9/2026 RFG Advisory LLC1,823$222K0.0%-20.6%0.007%
9/9/2026 NewEdge Advisors LLC85,064$10.36M0.0%+30.4%0.304%
9/9/2026 IFP Advisors Inc43,742$5.33M0.1%+43.4%0.156%
9/2/2026 Allianz Asset Management GmbH176,300$21.46M0.0%+168.3%0.630%
9/2/2026 Citadel Advisors LLC41,747$5.08M0.0%-27.3%0.149%
8/25/2026 Advus Financial Partners LLC8,030$978K0.2%-18.7%0.029%
8/23/2026 Ameritas Advisory Services LLC59,616$7.26M0.1%N/A0.213%
8/22/2026 Cassilly Financial Group LLC4,683$570K0.4%-43.9%0.017%
8/22/2026 TD Waterhouse Canada Inc.874$107K0.0%+84.4%0.003%
8/22/2026 Concurrent Investment Advisors LLC3,323$405K0.0%-6.3%0.012%
8/21/2026 Continuum Advisory LLC1,185$144K0.0%N/A0.004%
8/21/2026 Tsfg LLC970$118K0.0%-71.5%0.003%
8/21/2026 Acorn Wealth Advisors LLC6,069$739K0.2%+22.4%0.022%
8/21/2026 Financial Life Advisors9,119$1.11M0.3%N/A0.033%
8/20/2026 JNBA Financial Advisors58,470$7.12M0.4%N/A0.209%
8/20/2026 Greenleaf Trust444,077$54.06M0.5%-0.9%1.586%
7/10/2026 Ocean Park Asset Management LLC258,837$31.51M1.5%-38.4%0.924%
7/10/2026 Redhawk Wealth Advisors Inc.3,920$477K0.0%N/A0.014%
7/10/2026 FFG Retirement Advisors LLC12,544$1.53M0.8%-1.2%0.045%
7/9/2026 Centurion Wealth Management LLC5,122$624K0.1%-13.2%0.018%
7/9/2026 Baron Financial Group LLC49,453$6.02M2.9%-0.6%0.177%
7/9/2026 Focus Financial Network Inc.9,176$1.12M0.0%+86.4%0.033%
7/9/2026 Pettinga Financial Advisors LLC6,026$734K0.1%-25.8%0.022%
7/9/2026 Capital Wealth Management LLC52,556$6.40M1.3%+0.3%0.188%
7/9/2026 Hennion & Walsh Asset Management Inc.8,443$1.03M0.0%-7.9%0.030%
7/9/2026 Windsor Capital Management LLC12,792$1.56M0.4%+3.5%0.046%
7/8/2026 First Heartland Consultants Inc.32,403$3.95M0.3%N/A0.116%
7/8/2026 Archer Investment Management LLC1,797$219K0.1%-66.6%0.006%
7/7/2026 Quad Cities Investment Group LLC11,627$1.42M0.5%-3.2%0.042%
7/7/2026 Dynamic Advisor Solutions LLC4,546$553K0.0%-15.7%0.016%
7/7/2026 McNaughton Wealth Management LLC2,376$289K0.1%-45.7%0.008%
7/7/2026 Central Pacific Bank Trust Division41,690$5.08M0.5%-31.6%0.149%
7/7/2026 CoreCap Advisors LLC7,292$888K0.0%-5.6%0.026%
Why I believe the AI market will split in Q4 (Ad)

Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the dot-com era split Pets.com from Amazon. One robotics business tied to his research posted $100 million in quarterly revenue, a fifth straight quarter of sequential growth, and 33.4% year-over-year growth. Meanwhile, three hyped names on his avoid list still depend on story over substance. See the full breakdown in his Great AI Shock briefing.tc pixel

Watch the free briefing on the AI market split now
7/7/2026 City Center Advisors LLC2,912$355K0.3%-4.1%0.010%
6/4/2026 Town Capital LLC3,701$377K0.3%N/A0.013%
6/3/2026 Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
6/3/2026 NewEdge Advisors LLC65,210$6.64M0.0%-26.4%0.233%
5/27/2026 Security Financial Services INC.5,470$557K0.1%+2.3%0.020%
5/19/2026 Mascagni Wealth Management Inc.81,241$8.27M5.9%+9.3%0.290%
5/19/2026 Bank of America Corp DE2,361,647$240.39M0.0%-2.0%8.434%
5/19/2026 Centaurus Financial Inc.1,503$153K0.0%-20.2%0.005%
5/19/2026 Ashton Thomas Securities LLC569$58K0.0%N/A0.002%
5/19/2026 Arkadios Wealth Advisors14,849$1.51M0.0%+3.1%0.053%
5/18/2026 Royal Bank of Canada43,156$4.39M0.0%-7.3%0.154%
5/15/2026 Gateway Wealth Partners LLC2,212$225K0.0%N/A0.008%
5/15/2026 Wealth Alliance LLC3,448$351K0.0%+37.1%0.012%
5/14/2026 Compound Planning Inc.3,961$403K0.0%N/A0.014%
5/14/2026 Keebeck Wealth Management4,792$488K0.1%+108.8%0.017%
5/14/2026 Greenline Wealth Management LLC6,799$692K0.8%+132.0%0.024%
5/14/2026 Lido Advisors LLC19,358$1.97M0.0%+225.4%0.069%
5/13/2026 Cetera Investment Advisers156,337$15.91M0.0%-34.7%0.558%
5/13/2026 Prestige Wealth Management Group LLC297,589$30.29M5.9%+0.9%1.063%
5/12/2026 CacheTech Inc.141,110$14.36M2.8%+1.1%0.504%
5/7/2026 Scarborough Advisors LLC6,357$647K0.1%-6.7%0.023%
5/7/2026 Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
5/7/2026 Vision Retirement LLC466$47K0.0%-44.5%0.002%
5/7/2026 Hershey Financial Advisers LLC63,082$6.42M5.5%N/A0.225%
5/6/2026 Quadrant Private Wealth Management LLC5,024$511K0.1%-4.8%0.018%
5/6/2026 Aire Advisors LLC126,721$12.90M2.4%+1.6%0.453%
5/6/2026 Cornerstone Planning Group LLC178,460$18.17M2.5%+5.0%0.637%
5/6/2026 Assetmark Inc.170,440$17.35M0.0%-4.4%0.609%
5/6/2026 SteelPeak Wealth LLC11,716$1.19M0.0%-57.3%0.042%
5/6/2026 Frisch Financial Group Inc.2,553$260K0.1%N/A0.009%
5/6/2026 Sofi Wealth LLC15,308$1.56M0.1%N/A0.055%
5/6/2026 Independent Financial Group LLC6,836$696K0.0%N/A0.024%
5/5/2026 Quartz Partners LLC20,502$2.09M0.8%+0.6%0.073%
5/5/2026 BCGM Wealth Management LLC6,450$657K0.2%-4.0%0.023%
5/5/2026 Mcmorgan & Co. LLC79,171$8.06M1.3%N/A0.283%
5/5/2026 Wealthfront Advisers LLC3,993$406K0.0%+10.2%0.014%
5/5/2026 D.A. Davidson & CO.19,992$2.04M0.0%-2.3%0.071%
5/5/2026 Bank of New York Mellon Corp39,661$4.04M0.0%-44.4%0.142%
5/5/2026 Advisors Preferred LLC4,369$445K0.1%+90.5%0.016%
5/5/2026 Sanctuary Advisors LLC42,950$4.37M0.0%-16.6%0.153%
5/5/2026 Sigma Planning Corp9,267$943K0.0%+15.9%0.033%
5/4/2026 AMG National Trust Bank565,061$57.52M1.2%+7.4%2.018%
5/4/2026 HBW Advisory Services LLC1,200$122K0.0%N/A0.004%
5/2/2026 Diversify Wealth Management LLC31,236$3.47M0.1%N/A0.112%
5/2/2026 Valmark Advisers Inc.5,239$533K0.0%+26.8%0.019%
5/1/2026 Fifth Third Bancorp5,502$560K0.0%N/A0.020%
5/1/2026 Sovran Advisors LLC14,899$1.68M0.1%-6.9%0.053%
5/1/2026 WealthShield Partners LLC4,230$431K0.0%-48.3%0.015%
5/1/2026 TSA Wealth Managment LLC15,719$1.60M0.5%-24.4%0.056%
5/1/2026 Simplicity Wealth LLC6,378$649K0.0%-26.5%0.023%
Elon’s AI Phone is coming (Ad)

Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

See the full evidence behind Elon Musk's rumored new device.
4/30/2026 Range Financial Group LLC5,201$529K0.2%-26.7%0.019%
4/30/2026 Kestra Advisory Services LLC34,084$3.47M0.0%-37.8%0.122%
4/30/2026 CFS Investment Advisory Services LLC13,019$1.46M0.1%-25.6%0.046%
4/29/2026 Armor Investment Advisors LLC11,005$1.12M0.4%-1.2%0.039%
4/29/2026 Horst & Graben Wealth Management LLC11,278$1.26M0.2%-33.2%0.040%
4/29/2026 Advance Capital Management Inc.109,915$11.19M0.4%-4.2%0.393%
4/28/2026 Ascentis Independent Advisors3,624$369K0.0%N/A0.013%
4/28/2026 NBT Bank N A NY621$63K0.0%+527.3%0.002%
4/28/2026 Revisor Wealth Management LLC9,957$1.01M0.3%+54.2%0.036%
4/28/2026 Latitude Advisors LLC2,063$210K0.1%-6.9%0.007%


ICVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 427 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($240.39M), LPL Financial LLC ($101.96M), Goldman Sachs Group Inc. ($92.29M), Envestnet Asset Management Inc. ($86.46M), AMG National Trust Bank ($57.52M), Greenleaf Trust ($54.06M), and Advisory Alpha LLC ($43.19M).Learn more on iShares Convertible Bond ETF's institutional investors.

Of the 396 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: Ocean Park Asset Management LLC ($728.20K), Envestnet Asset Management Inc. ($712.84K), LPL Financial LLC ($589.12K), Goldman Sachs Group Inc. ($334.10K), Prestige Wealth Management Group LLC ($320.31K), Lebenthal Global Advisors LLC ($300.46K), and Systelligence LLC ($299.00K).

Institutional investors have bought a total of 4,902,384 shares in the last 24 months. This purchase volume represents approximately $495.90M in transactions.

Of the 148 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. ($312.65K), New York Life Investment Management LLC ($180.03K), Ocean Park Asset Management LLC ($161.36K), Osaic Holdings Inc. ($130.41K), Tradewinds Capital Management LLC ($116.58K), Cetera Investment Advisers ($83.05K), and Goldman Sachs Group Inc. ($73.60K).

Institutional investors have sold a total of 2,170,744 shares in the last 24 months. This volume of shares sold represents approximately $229.81M in transactions.


Related Companies

Institutional ownership data for BATS:ICVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
How to get a stake in Anthropic — before the IPO
Anthropic, the maker of Claude AI, has reportedly filed for an IPO that could arrive as early as October. Its ...
Weiss Ratings | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Why I believe the AI market will split in Q4
Matt McCall, who recommended Nvidia near $6 a share, says the AI market is splitting in two - just like the do...
The Oxford Club | Sponsoredtc pixel
Why I went to Mount Rushmore
A small miner just hit on gold in the hills surrounding Mount Rushmore, thanks to a breakthrough new technolog...
Stansberry Research | Sponsoredtc pixel
Shocking new footage just released
Gerardo Del Real is calling it the Third Convergence Event, a new catalyst hitting the uranium market that he ...
Digest Publishing | Sponsoredtc pixel
Barricks gold output fell from 2 million ounces to 719000
Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-larges...
Golden Portfolio | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
If you keep cash in a U.S. bank account… read this NOW
Since 2020, U.S. banks have been required to keep zero percent of deposits on hand, lending out nearly every d...
Banyan Hill Publishing | Sponsoredtc pixel