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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$81.11 -4.02 (-4.72%)
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
264
Total
Institutional Inflows
(last 12 months)
$709.55M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$172.03M
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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
4/21/2025Kingswood Wealth Advisors LLC2,957$247K0.0%-6.4%0.010%
4/18/2025 Capital Wealth Management LLC37,677$3.15M1.3%+0.4%0.124%
4/17/2025 Sagespring Wealth Partners LLC18,259$1.53M0.0%+53.4%0.060%
4/17/2025 Sowell Financial Services LLC3,246$271K0.0%N/A0.011%
4/17/2025 Janney Montgomery Scott LLC53,959$4.51M0.0%-4.2%0.177%
4/17/2025 Cyndeo Wealth Partners LLC5,616$470K0.0%+27.0%0.018%
4/17/2025 Keystone Wealth Services LLC11,322$947K0.3%-7.4%0.037%
4/17/2025 Abound Wealth Management497$42K0.0%N/A0.002%
4/17/2025 Pinion Investment Advisors LLC3,538$296K0.1%N/A0.012%
4/17/2025 Dynamic Advisor Solutions LLC51,943$4.34M0.1%-4.1%0.170%
4/16/2025 Wealth Enhancement Advisory Services LLC66,921$5.60M0.0%-5.4%0.219%
4/15/2025 Braun Bostich & Associates Inc.5,501$460K0.3%-3.0%0.018%
4/15/2025 Focus Financial Network Inc.4,118$344K0.0%+17.6%0.014%
4/15/2025 My Legacy Advisors LLC3,061$256K0.1%N/A0.010%
4/15/2025 Simplicity Wealth LLC8,377$700K0.1%N/A0.027%
4/14/2025 Farther Finance Advisors LLC10,849$908K0.0%+1.2%0.036%
4/14/2025 Millington Financial Advisors LLC9,835$794K0.5%+10.8%0.032%
4/14/2025 Range Financial Group LLC3,552$297K0.1%+14.4%0.012%
4/14/2025 Park Avenue Securities LLC80,120$6.70M0.1%+2.3%0.263%
4/14/2025 Lpwm LLC7,398$619K0.2%-8.1%0.024%
4/14/2025 Baron Financial Group LLC49,071$4.10M2.6%+0.5%0.161%
4/14/2025 FFG Retirement Advisors LLC31,993$2.68M1.8%+1,106.8%0.105%
4/11/2025 KFG Wealth Management LLC22,437$1.88M0.3%-28.9%0.074%
4/10/2025 Cypress Wealth Services LLC3,524$295K0.1%+11.3%0.012%
4/10/2025 Hennion & Walsh Asset Management Inc.5,289$442K0.0%+31.1%0.017%
4/9/2025 Merit Financial Group LLC25,737$2.15M0.0%+498.8%0.084%
4/9/2025 Milestone Asset Management LLC8,736$730K0.2%+24.9%0.029%
4/9/2025 McNaughton Wealth Management LLC6,905$577K0.3%N/A0.023%
4/9/2025 SigFig Wealth Management LLC8,309$698K0.0%+1.9%0.027%
4/8/2025 Aletheian Wealth Advisors LLC6,966$582K0.3%+18.9%0.023%
4/8/2025 Advisory Alpha LLC236,767$19.80M1.2%-46.6%0.776%
4/8/2025 Global Financial Private Client LLC11,411$954K0.4%-3.3%0.037%
4/3/2025 Central Pacific Bank Trust Division40,401$3.38M0.5%-0.9%0.132%
4/3/2025 First Hawaiian Bank38,436$3.21M0.2%-6.0%0.126%
4/3/2025 Insight Wealth Strategies LLC128,760$10.77M1.4%+1.2%0.422%
3/24/2025Mascagni Wealth Management Inc.61,485$5.22M4.5%N/A0.197%
3/17/2025 Wealth Enhancement Advisory Services LLC70,768$6.01M0.0%+11.0%0.227%
3/12/2025Centaurus Financial Inc.1,631$139K0.0%-54.4%0.005%
3/4/2025Comprehensive Money Management Services LLC6,837$581K0.5%N/A0.022%
2/28/2025Brooklyn FI LLC53,934$4.64M0.8%N/A0.175%
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2/25/2025B. Riley Wealth Advisors Inc.28,054$2.38M0.1%-8.8%0.116%
2/24/2025H&H Retirement Design & Management INC2,476$216K0.1%N/A0.010%
2/24/2025United Advisor Group LLC8,754$744K0.1%N/A0.036%
2/21/2025Ascent Group LLC11,750$998K0.1%+61.4%0.049%
2/19/2025Invst LLC10,244$870K0.1%+68.8%0.042%
2/18/2025Pettinga Financial Advisors LLC4,588$390K0.1%+20.7%0.019%
2/17/2025Tidal Investments LLC17,247$1.47M0.0%-18.3%0.071%
2/17/2025Scissortail Wealth Management LLC7,291$620K0.2%+15,412.8%0.030%
2/17/2025Snowden Capital Advisors LLC5,819$494K0.0%+4.5%0.024%
2/17/2025Gen Wealth Partners Inc2,981$253K0.1%+55.8%0.012%
2/17/2025CoreCap Advisors LLC9,358$795K0.0%-2.5%0.039%
2/17/2025Cetera Investment Advisers231,531$19.67M0.0%+48.3%0.957%
2/17/2025Baird Financial Group Inc.3,606$306K0.0%N/A0.015%
2/17/2025Baker Avenue Asset Management LP273,244$23.22M0.7%+11.1%1.129%
2/17/2025Bank of America Corp DE2,454,117$208.53M0.0%+5.9%10.141%
2/17/2025Ameriprise Financial Inc.187,134$15.90M0.0%+81.3%0.773%
2/17/2025Aptus Capital Advisors LLC1,279$109K0.0%+18.2%0.005%
2/17/2025360 Financial Inc.141,367$12.01M4.3%+3.6%0.584%
2/14/2025Mercer Global Advisors Inc. ADV112,270$9.54M0.0%+128.4%0.464%
2/14/2025LGT Financial Advisors LLC934$79K0.2%+77.6%0.004%
2/14/2025Jane Street Group LLC102,413$8.70M0.0%N/A0.423%
2/14/2025Comerica Bank7,781$661K0.0%-32.4%0.032%
2/14/2025Lido Advisors LLC3,600$306K0.0%+5.9%0.015%
2/14/2025Capital Analysts LLC4,278$364K0.0%+83.2%0.018%
2/14/2025Integrated Wealth Concepts LLC5,242$445K0.0%+27.6%0.022%
2/14/2025Price T Rowe Associates Inc. MD29,200$2.48M0.0%N/A0.121%
2/14/2025Dark Forest Capital Management LP15,990$1.36M0.2%-1.5%0.066%
2/14/2025IHT Wealth Management LLC50,902$4.33M0.1%-10.3%0.210%
2/14/2025Stifel Financial Corp99,269$8.44M0.0%+10.3%0.410%
2/14/2025OneDigital Investment Advisors LLC180,897$15.37M0.2%+33.2%0.748%
2/14/2025MML Investors Services LLC131,821$11.20M0.0%+25.1%0.545%
2/14/2025BOS Asset Management LLC5,191$441K0.2%+68.3%0.021%
2/14/2025GeoWealth Management LLC547$46K0.0%-93.8%0.002%
2/14/2025Concourse Financial Group Securities Inc.4,657$408K0.0%+29.9%0.019%
2/14/2025Adams Wealth Management176,378$14.99M2.9%+9.4%0.729%
2/13/2025NewEdge Advisors LLC83,350$7.08M0.0%+28.8%0.344%
2/13/2025Regal Investment Advisors LLC4,223$359K0.0%N/A0.017%
2/13/2025United Capital Financial Advisors LLC78,061$6.63M0.1%+39.5%0.323%
2/13/2025CacheTech Inc.178,758$15.19M2.8%+10.9%0.739%
2/13/2025Guggenheim Capital LLC114,021$9.69M0.1%+3.5%0.471%
2/13/2025CreativeOne Wealth LLC55,618$4.73M0.1%+28.3%0.230%
2/13/2025Mariner LLC25,637$2.18M0.0%+32.2%0.106%
2/13/2025Stone House Investment Management LLC5,021$427K0.1%+26.0%0.021%
2/13/2025TME Financial Inc.142,736$11.94M11.3%N/A0.590%
2/13/2025 Sagespring Wealth Partners LLC11,904$1.01M0.0%N/A0.049%
2/13/2025Townsquare Capital LLC3,157$268K0.0%+15.1%0.013%
2/13/2025Concorde Asset Management LLC2,694$229K0.1%N/A0.011%
2/13/2025Pinnacle Holdings LLC1,515$129K0.0%N/A0.006%
2/13/2025Raymond James Financial Inc.99,736$8.48M0.0%N/A0.412%
2/13/2025Advisory Services Network LLC8,347$709K0.0%+10.4%0.034%
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2/13/2025Renaissance Technologies LLC47,303$4.02M0.0%-14.0%0.195%
2/13/2025Bank of Nova Scotia399,700$33.96M0.1%+125.6%1.652%
2/13/2025Cerity Partners LLC7,124$605K0.0%N/A0.029%
2/13/2025Trek Financial LLC4,853$412K0.0%N/A0.020%
2/13/2025Wedbush Securities Inc.5,222$444K0.0%-3.4%0.022%
2/13/2025Envestnet Asset Management Inc.1,469,314$124.85M0.0%+30.4%6.072%
2/13/2025Wells Fargo & Company MN1,139$97K0.0%+72.3%0.005%
2/12/2025PAX Financial Group LLC7,119$605K0.1%+12.5%0.029%
2/12/2025Arete Wealth Advisors LLC5,278$449K0.0%N/A0.022%
2/12/2025OneAscent Financial Services LLC8,786$747K0.1%N/A0.036%
(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, 362 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. ($124.85M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($80.33M), 1832 Asset Management L.P. ($57.37M), New York Life Investment Management LLC ($41.86M), and AMG National Trust Bank ($40.83M).Learn more on ICVT's institutional investors.

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

Of the 335 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: Assetmark Inc. ($1.35M), Susquehanna International Group LLP ($1.02M), Financial Gravity Asset Management Inc. ($915.49K), Bank of Nova Scotia ($874.90K), Tradewinds Capital Management LLC ($845.24K), 1832 Asset Management L.P. ($736.48K), and Envestnet Asset Management Inc. ($569.82K).

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

Institutional investors have bought a total of 16,319,407 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

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

Of the 167 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: Envestnet Asset Management Inc. ($4.21M), CWM LLC ($1.25M), Tradewinds Capital Management LLC ($1.11M), LPL Financial LLC ($902.41K), Financial Gravity Asset Management Inc. ($844.16K), AMG National Trust Bank ($484.60K), and Assetmark Inc. ($352.05K).

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

Institutional investors have sold a total of 11,935,433 shares in the last 24 months. This volume of shares sold represents approximately $895.57M in transactions.


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This page (BATS:ICVT) was last updated on 4/21/2025 by MarketBeat.com Staff
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