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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$106.55 -3.28 (-2.99%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$106.16 -0.39 (-0.37%)
As of 09:29 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.
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
277
Total
Institutional Inflows
(last 12 months)
$511.48M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$225.47M
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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
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,675$641K0.0%+18.5%0.020%
10/15/2026Financial Life Advisors9,416$1.06M0.3%+3.3%0.034%
10/14/2026Focus Financial Network Inc.10,153$1.15M0.0%+10.6%0.036%
10/14/2026Wetzel Investment Advisors Inc.10,311$1.16M0.4%-1.6%0.037%
10/14/2026B. Riley Wealth Advisors Inc.84,954$9.59M0.4%N/A0.303%
10/13/2026Sax Wealth Advisors LLC1,802$204K0.0%N/A0.006%
10/10/2026Baron Financial Group LLC49,089$5.54M3.0%-0.7%0.175%
10/9/2026Cadent Capital Advisors LLC16,001$1.81M0.4%+21.1%0.057%
10/9/2026McNaughton Wealth Management LLC2,562$289K0.1%+7.8%0.009%
10/9/2026Dorato Capital Management1,202$135K0.1%-26.6%0.004%
10/8/2026Independence Financial Advisors LLC149,820$16.92M4.3%+6.0%0.535%
10/8/2026Farther Finance Advisors LLC17,319$1.96M0.0%-1.2%0.062%
10/8/2026CoreCap Advisors LLC6,554$740K0.0%-10.1%0.023%
10/8/2026City Center Advisors LLC3,101$350K0.3%+6.5%0.011%
10/8/2026Fig Financial Advisory Services Inc. ADV12,722$1.44M0.8%N/A0.045%
10/7/2026Elevation Wealth Partners LLC43,604$4.92M1.4%+4,675.9%0.156%
10/7/2026Cassilly Financial Group LLC4,881$551K0.4%+4.2%0.017%
10/7/2026SigFig Wealth Management LLC2,448$276K0.0%N/A0.009%
10/6/2026Central Pacific Bank Trust Division41,229$4.66M0.5%-1.1%0.147%
10/5/2026Ridgewood Investments LLC5,670$640K0.2%-24.1%0.020%
9/23/2026Envestnet Portfolio Solutions Inc.73,943$9.00M0.0%-42.9%0.264%
9/23/2026Envestnet Asset Management Inc.710,158$86.46M0.0%-30.6%2.536%
9/9/2026Tidal Investments LLC11,401$1.39M0.0%+135.4%0.041%
9/9/2026Van Hulzen Asset Management LLC10,005$1.22M0.1%-2.8%0.036%
9/9/2026Capital Analysts LLC1,080$131K0.0%-81.8%0.004%
9/9/2026NorthRock Partners LLC7,933$966K0.0%-21.5%0.028%
9/9/2026Integrated Wealth Concepts LLC7,318$891K0.0%-42.0%0.026%
9/9/2026RFG Advisory LLC1,823$222K0.0%-20.6%0.007%
9/9/2026NewEdge Advisors LLC85,064$10.36M0.0%+30.4%0.304%
9/9/2026IFP Advisors Inc43,742$5.33M0.1%+43.4%0.156%
9/2/2026Allianz Asset Management GmbH176,300$21.46M0.0%+168.3%0.630%
9/2/2026Citadel Advisors LLC41,747$5.08M0.0%-27.3%0.149%
8/25/2026Advus Financial Partners LLC8,030$978K0.2%-18.7%0.029%
8/23/2026Ameritas Advisory Services LLC59,616$7.26M0.1%N/A0.213%
8/22/2026Cassilly Financial Group LLC4,683$570K0.4%-43.9%0.017%
8/22/2026TD Waterhouse Canada Inc.874$107K0.0%+84.4%0.003%
8/22/2026Concurrent Investment Advisors LLC3,323$405K0.0%-6.3%0.012%
8/21/2026Continuum Advisory LLC1,185$144K0.0%N/A0.004%
8/21/2026Tsfg LLC970$118K0.0%-71.5%0.003%
8/21/2026Acorn Wealth Advisors LLC6,069$739K0.2%+22.4%0.022%
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8/21/2026Financial Life Advisors9,119$1.11M0.3%N/A0.033%
8/20/2026JNBA Financial Advisors58,470$7.12M0.4%N/A0.209%
8/20/2026Greenleaf Trust444,077$54.06M0.5%-0.9%1.586%
7/10/2026Ocean Park Asset Management LLC258,837$31.51M1.5%-38.4%0.924%
7/10/2026Redhawk Wealth Advisors Inc.3,920$477K0.0%N/A0.014%
7/10/2026FFG Retirement Advisors LLC12,544$1.53M0.8%-1.2%0.045%
7/9/2026Centurion Wealth Management LLC5,122$624K0.1%-13.2%0.018%
7/9/2026Baron Financial Group LLC49,453$6.02M2.9%-0.6%0.177%
7/9/2026Focus Financial Network Inc.9,176$1.12M0.0%+86.4%0.033%
7/9/2026Pettinga Financial Advisors LLC6,026$734K0.1%-25.8%0.022%
7/9/2026Capital Wealth Management LLC52,556$6.40M1.3%+0.3%0.188%
7/9/2026Hennion & Walsh Asset Management Inc.8,443$1.03M0.0%-7.9%0.030%
7/9/2026Windsor Capital Management LLC12,792$1.56M0.4%+3.5%0.046%
7/8/2026First Heartland Consultants Inc.32,403$3.95M0.3%N/A0.116%
7/8/2026Archer Investment Management LLC1,797$219K0.1%-66.6%0.006%
7/7/2026Quad Cities Investment Group LLC11,627$1.42M0.5%-3.2%0.042%
7/7/2026Dynamic Advisor Solutions LLC4,546$553K0.0%-15.7%0.016%
7/7/2026McNaughton Wealth Management LLC2,376$289K0.1%-45.7%0.008%
7/7/2026Central Pacific Bank Trust Division41,690$5.08M0.5%-31.6%0.149%
7/7/2026CoreCap Advisors LLC7,292$888K0.0%-5.6%0.026%
7/7/2026City Center Advisors LLC2,912$355K0.3%-4.1%0.010%
6/4/2026Town Capital LLC3,701$377K0.3%N/A0.013%
6/3/2026Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
6/3/2026NewEdge Advisors LLC65,210$6.64M0.0%-26.4%0.233%
5/27/2026Security Financial Services INC.5,470$557K0.1%+2.3%0.020%
5/19/2026Mascagni Wealth Management Inc.81,241$8.27M5.9%+9.3%0.290%
5/19/2026Bank of America Corp DE2,361,647$240.39M0.0%-2.0%8.434%
5/19/2026Centaurus Financial Inc.1,503$153K0.0%-20.2%0.005%
5/19/2026Ashton Thomas Securities LLC569$58K0.0%N/A0.002%
5/19/2026Arkadios Wealth Advisors14,849$1.51M0.0%+3.1%0.053%
5/18/2026Royal Bank of Canada43,156$4.39M0.0%-7.3%0.154%
5/15/2026Gateway Wealth Partners LLC2,212$225K0.0%N/A0.008%
5/15/2026Wealth Alliance LLC3,448$351K0.0%+37.1%0.012%
5/14/2026Compound Planning Inc.3,961$403K0.0%N/A0.014%
5/14/2026Keebeck Wealth Management4,792$488K0.1%+108.8%0.017%
5/14/2026Greenline Wealth Management LLC6,799$692K0.8%+132.0%0.024%
5/14/2026Lido Advisors LLC19,358$1.97M0.0%+225.4%0.069%
5/13/2026Cetera Investment Advisers156,337$15.91M0.0%-34.7%0.558%
5/13/2026Prestige Wealth Management Group LLC297,589$30.29M5.9%+0.9%1.063%
5/12/2026CacheTech Inc.141,110$14.36M2.8%+1.1%0.504%
5/7/2026Scarborough Advisors LLC6,357$647K0.1%-6.7%0.023%
5/7/2026Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
5/7/2026Vision Retirement LLC466$47K0.0%-44.5%0.002%
5/7/2026Hershey Financial Advisers LLC63,082$6.42M5.5%N/A0.225%
5/6/2026Quadrant Private Wealth Management LLC5,024$511K0.1%-4.8%0.018%
5/6/2026Aire Advisors LLC126,721$12.90M2.4%+1.6%0.453%
5/6/2026Cornerstone Planning Group LLC178,460$18.17M2.5%+5.0%0.637%
5/6/2026Assetmark Inc.170,440$17.35M0.0%-4.4%0.609%
5/6/2026SteelPeak Wealth LLC11,716$1.19M0.0%-57.3%0.042%
5/6/2026Frisch Financial Group Inc.2,553$260K0.1%N/A0.009%
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5/6/2026Sofi Wealth LLC15,308$1.56M0.1%N/A0.055%
5/6/2026Independent Financial Group LLC6,836$696K0.0%N/A0.024%
5/5/2026Quartz Partners LLC20,502$2.09M0.8%+0.6%0.073%
5/5/2026BCGM Wealth Management LLC6,450$657K0.2%-4.0%0.023%
5/5/2026Mcmorgan & Co. LLC79,171$8.06M1.3%N/A0.283%
5/5/2026Wealthfront Advisers LLC3,993$406K0.0%+10.2%0.014%
5/5/2026D.A. Davidson & CO.19,992$2.04M0.0%-2.3%0.071%
5/5/2026Bank of New York Mellon Corp39,661$4.04M0.0%-44.4%0.142%
5/5/2026Advisors Preferred LLC4,369$445K0.1%+90.5%0.016%
5/5/2026Sanctuary Advisors LLC42,950$4.37M0.0%-16.6%0.153%


ICVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 425 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 392 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 5,037,717 shares in the last 24 months. This purchase volume represents approximately $511.48M in transactions.

Of the 147 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 2,125,271 shares in the last 24 months. This volume of shares sold represents approximately $225.47M in transactions.


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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 10/15/2026. New 13F filings are added each quarter as they're published.
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