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BATS:ICVT

iShares Convertible Bond ETF - ICVT Institutional Ownership

$70.77
-0.49 (-0.69%)
(As of 03/22/2023 12:00 AM ET)
Add
Compare
Today's Range
$70.76
▼
$71.70
50-Day Range
$70.16
▼
$75.11
52-Week Range
$50.43
▼
$58.18
Volume
191,568 shs
Average Volume
N/A
Market Capitalization
N/A
Assets Under Management
$1.25 billion
Dividend Yield
N/A
Net Expense Ratio
0.20%

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

Number of
Institutional Buyers
(last 12 months)
279
Total
Institutional Inflows
(last 12 months)
$1.70 B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$667.71 M
Skip Chart & View Institutional Buying and Selling Data

ICVT Institutional Buying and Selling by Quarter

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iShares Convertible Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.46,807$3.25M0.1%+46.3%0.000%
3/8/2023Capital Asset Advisory Services LLC26,795$1.84M0.1%-3.6%0.000%
3/6/2023Rockefeller Capital Management L.P.392$27K0.0%-86.8%0.000%
3/2/2023Oliver Lagore Vanvalin Investment Group1,088$76K0.0%-33.5%0.000%
3/1/2023Regal Investment Advisors LLC6,723$0.47M0.0%-5.6%0.000%
2/23/2023Centurion Wealth Management LLC14,613$1.02M0.6%N/A0.000%
2/21/2023Northwestern Mutual Wealth Management Co.25,938$1.80M0.0%+45.0%0.000%
2/21/2023B. Riley Wealth Advisors Inc.46,807$3.25M0.1%+46.3%0.000%
2/17/2023Truist Financial Corp45,846$3.19M0.0%-27.3%0.000%
2/17/2023Ascent Group LLC7,250$0.50M0.1%+110.6%0.000%
2/16/2023WealthPLAN Partners LLC4,430$0.33M0.0%N/A0.000%
2/16/2023Axxcess Wealth Management LLC9,291$0.65M0.1%-5.3%0.000%
2/16/2023Certified Advisory Corp148,578$10.32M2.0%+396.8%0.000%
2/16/2023CreativeOne Wealth LLC60,201$4.18M0.2%-5.2%0.000%
2/16/2023Resurgent Financial Advisors LLC592$41K0.0%N/A0.000%
2/16/2023Harbour Investments Inc.11,782$0.82M0.0%-21.3%0.000%
2/15/2023Steward Partners Investment Advisory LLC13,706$0.95M0.0%+2.8%0.000%
2/15/2023Front Row Advisors LLC2,870$0.20M0.1%-8.0%0.000%
2/15/2023WealthPlan Investment Management LLC4,430$0.33M0.0%-14.0%0.000%
2/15/2023Sentinus LLC10,003$0.63M0.4%+49.4%0.000%
2/15/2023Apollon Wealth Management LLC4,104$0.29M0.0%N/A0.000%
2/15/2023Jane Street Group LLC129,917$9.03M0.0%-78.7%0.000%
2/15/20231832 Asset Management L.P.934,246$64.90M0.1%-2.7%0.000%
2/15/2023Mcmorgan & Co. LLC108,575$7.54M1.6%+1.2%0.000%
2/15/2023Toroso Investments LLC49,425$3.43M0.1%N/A0.000%
2/15/2023Swmg LLC9,779$0.68M0.4%+6.6%0.000%
2/15/2023Stokes Family Office LLC36,912$2.56M0.3%+5.3%0.000%
2/15/2023Money Concepts Capital Corp2,667$0.19M0.0%+1,341.6%0.000%
2/15/2023Morgan Stanley510,165$35.44M0.0%-3.5%0.000%
2/15/2023Mariner LLC23,643$1.64M0.0%+520.7%0.000%
2/15/2023Eqis Capital Management Inc.7,069$0.49M0.1%-5.9%0.000%
2/15/2023Equitable Holdings Inc.65,236$4.53M0.1%+6.8%0.000%
2/15/2023FinTrust Capital Advisors LLC5,150$0.36M0.1%-4.6%0.000%
2/15/2023Financial Connections Group Inc.500$34K0.0%-62.0%0.000%
2/15/2023Ancora Advisors LLC2,345$0.16M0.0%+8.9%0.000%
2/15/2023Aspire Private Capital LLC1,465$101.74B0.0%N/A0.000%
2/15/2023Axxcess Wealth Management LLC9,291$0.65M0.1%-5.3%0.000%
2/15/2023ICA Group Wealth Management LLC450$31K0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC79,575$5.53M0.0%+260.1%0.000%
2/14/2023Cetera Investment Advisers192,835$13.40M0.1%+329.6%0.000%
2/14/2023Cetera Advisors LLC39,807$2.77M0.1%+370.8%0.000%
2/14/2023Laurel Wealth Advisors Inc.3,232$0.23M0.0%-36.8%0.000%
2/13/2023CFS Investment Advisory Services LLC40,108$2.79M0.6%-1.4%0.000%
2/13/2023Integrated Wealth Concepts LLC44,564$3.10M0.1%+4.2%0.000%
2/13/2023Wealth Alliance11,524$0.80M0.1%+3.6%0.000%
2/13/2023Tcwp LLC48,344$3.36M0.7%+9.6%0.000%
2/13/2023Client 1ST Advisory Group LLC8,576$0.60M0.3%+50.2%0.000%
2/13/2023Wells Fargo & Company MN8,798$0.61M0.0%-62.0%0.000%
2/13/2023O ROURKE & COMPANY Inc5,283$0.37M0.3%-12.8%0.000%
2/13/2023Heritage Wealth Management LLC524$36K0.0%+116.5%0.000%
2/13/2023Hobart Private Capital LLC10,265$0.71M0.5%N/A0.000%
2/13/2023Compagnie Lombard Odier SCmA10,470$0.73M0.0%-8.5%0.000%
2/13/2023Atria Wealth Solutions Inc.54,709$3.80M0.1%+10.5%0.000%
2/13/2023Merriman Wealth Management LLC14,142$0.98M0.1%N/A0.000%
2/13/2023JPMorgan Chase & Co.12,931$0.90M0.0%+222.4%0.000%
2/10/2023Bank of America Corp DE1,055,843$73.35M0.0%-5.2%0.000%
2/10/2023First Horizon Advisors Inc.8,035$0.56M0.0%+21.5%0.000%
2/10/2023PAX Financial Group LLC27,628$1.92M0.5%-9.0%0.000%
2/10/2023EQ LLC10,091$0.70M0.6%-1.9%0.000%
2/10/2023New York Life Investment Management LLC367,657$25.54M0.3%-9.0%0.000%
2/10/2023Assetmark Inc.549,281$38.16M0.2%+147.7%0.000%
2/10/2023Copperleaf Capital LLC3,108$0.22M0.2%N/A0.000%
2/10/2023CoreCap Advisors LLC11,872$0.83M0.1%+4.6%0.000%
2/10/2023Advisor Group Holdings Inc.510,570$35.50M0.1%-3.7%0.000%
2/10/2023Wealthsource Partners LLC96,620$6.71M0.5%+7.1%0.000%
2/10/2023Blair William & Co. IL2,341$0.16M0.0%-49.8%0.000%
2/10/2023Keystone Wealth Services LLC5,952$0.41M0.2%-4.5%0.000%
2/9/2023Mirae Asset Global Investments Co. Ltd.14,814$1.03M0.0%-5.3%0.000%
2/9/2023HighTower Advisors LLC27,317$1.85M0.0%-6.6%0.000%
2/9/2023Mercer Global Advisors Inc. ADV91,942$6.39M0.0%+1.8%0.000%
2/9/2023Advisors Preferred LLC3,191$0.22M0.1%-20.3%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.105,790$7.35M0.0%+69.9%0.000%
2/8/2023Raymond James & Associates119,878$8.33M0.0%+6.7%0.000%
2/8/2023UBS Group AG78,473$5.45M0.0%+87.4%0.000%
2/8/2023Capital Analysts LLC2,206$0.15M0.0%+14.1%0.000%
2/8/2023Orion Portfolio Solutions LLC16,731$1.16M0.0%+9.8%0.000%
2/8/2023Thrivent Financial for Lutherans38,357$2.66M0.0%+7.5%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.234,811$16.31M0.1%-0.6%0.000%
2/8/2023Millington Financial Advisors LLC9,853$0.68M0.7%N/A0.000%
2/8/2023Nwam LLC12,686$0.88M0.1%-1.5%0.000%
2/8/2023Oppenheimer & Co. Inc.22,760$1.58M0.0%+33.0%0.000%
2/8/2023AMG National Trust Bank896,332$62.27M2.3%+503.3%0.000%
2/8/2023Sanford Advisory Services LLC27,277$1.90M0.5%-37.8%0.000%
2/7/2023Catalyst Capital Advisors LLC3,450$0.24M0.0%+6.2%0.000%
2/7/2023TNF LLC3,349$0.25M0.1%-82.8%0.000%
2/7/2023Commonwealth Equity Services LLC125,838$8.74M0.0%-7.7%0.000%
2/7/2023Financial Life Advisors19,549$1.36M0.6%N/A0.000%
2/7/2023LPL Financial LLC1,045,181$72.61M0.1%+0.6%0.000%
2/7/2023Firethorn Wealth Partners LLC5,509$0.38M0.3%-3.6%0.000%
2/7/2023Envestnet Asset Management Inc.4,332,164$300.96M0.2%+0.5%0.000%
2/7/2023Oppenheimer Asset Management Inc.71,106$4.94M0.1%-52.3%0.000%
2/7/2023Financial Architects Inc33,241$2.31M0.4%-6.3%0.000%
2/6/2023Regimen Wealth LLC3,628$0.25M0.2%N/A0.000%
2/6/2023Brinker Capital Investments LLC3,729$0.26M0.0%+17.0%0.000%
2/6/2023Aspire Wealth Management Corp36,861$2.56M2.2%-15.4%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC9,097$0.63M0.0%-68.6%0.000%
2/3/2023Tradition Wealth Management LLC27,500$1.91M0.3%N/A0.000%
2/3/2023Centurion Wealth Management LLC6,943$0.48M0.6%N/A0.000%
2/3/2023Kades & Cheifetz LLC66,790$4.64M3.9%N/A0.000%
2/3/2023Spire Wealth Management9,200$0.64M0.0%+28.2%0.000%
(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 Aspire Private Capital LLC ($101.74B), Private Advisor Group LLC ($450.27M), Envestnet Asset Management Inc. ($300.96M), CWM LLC ($84.98M), Bank of America Corp DE ($73.35M), LPL Financial LLC ($72.61M), and 1832 Asset Management L.P. ($64.90M).Learn more on ICVT's institutional investors.

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

Of the 361 institutional investors that purchased iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($6M), CFS Investment Advisory Services LLC ($2.75M), Citigroup Inc. ($1.78M), JPMorgan Chase & Co. ($1.62M), CWM LLC ($1.27M), Bank of America Corp DE ($1.18M), and 1832 Asset Management L.P. ($1.01M).

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

Institutional investors have bought a total of 31,603,589 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

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

Of the 202 institutional investors that sold iShares Convertible Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($2.28M), Envestnet Asset Management Inc. ($1.82M), Citigroup Inc. ($1.78M), JPMorgan Chase & Co. ($1.65M), AE Wealth Management LLC ($1.07M), BW Gestao de Investimentos Ltda. ($0.98M), and Bank of Nova Scotia ($0.81M).

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

Institutional investors have sold a total of 14,465,625 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.

This page (BATS:ICVT) was last updated on 3/23/2023 by MarketBeat.com Staff