iShares Convertible Bond ETF (ICVT) Institutional Ownership $118.38 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)Number ofInstitutional Buyers(last 12 months)298TotalInstitutional Inflows(last 12 months)$539.48MNumber ofInstitutional Sellers(last 12 months)189TotalInstitutional Outflows(last 12 months)$346.73M 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. 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Skip Chart & View Institutional Buying and Selling Data ICVT Institutional Buying and Selling by Quarter iShares Convertible Bond ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 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% Get the Latest News and Ratings for ICVT and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Convertible Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 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% Goldman Sachs just told you what to buy (most people missed it) (Ad)Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. 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Analyst Dylan Jovine is releasing the ticker for free.See the stock positioned to solve AI's biggest power crisis5/1/2026 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% 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% 4/27/2026 Osborne Partners Capital Management LLC149,672$15.24M0.8%-0.6%0.535% 4/27/2026 World Investment Advisors2,619$267K0.0%-37.6%0.009% 4/27/2026 Private Advisor Group LLC20,652$2.10M0.0%-1.6%0.074% 4/27/2026 Elevation Point Wealth Partners LLC2,071$211K0.0%N/A0.007% 4/25/2026 Able Wealth Management LLC4,650$473K0.1%-42.3%0.017% 4/24/2026 Root Financial Partners LLC1,093$111K0.0%+8,307.7%0.004% 4/24/2026 Midwest Capital Advisors LLC10,651$1.08M0.5%-26.9%0.038% 4/24/2026 Key Financial Inc11,328$1.15M0.2%-4.2%0.040% 4/23/2026 EWA LLC7,664$780K0.2%-22.4%0.027% 4/23/2026 Bigelow Investment Advisors LLC2,472$252K0.1%-8.0%0.009% 4/23/2026 Wetzel Investment Advisors Inc.43,390$4.42M1.8%-6.5%0.155% 4/22/2026 Janney Montgomery Scott LLC26,057$2.65M0.0%-43.5%0.093% 4/22/2026 Onyx Bridge Wealth Group LLC118,285$12.04M1.3%+42.6%0.422% 4/22/2026 Systelligence LLC150,096$15.28M3.0%-31.7%0.536% 4/21/2026 BCU Wealth Advisors LLC2,630$268K0.1%-5.7%0.009% 4/20/2026 Global Financial Private Client LLC13,308$1.36M0.4%+23.6%0.048% 4/20/2026 Blue Trust Inc.1,885$192K0.0%-63.9%0.007% 4/17/2026 Capital Wealth Management LLC52,391$5.33M1.4%+8.1%0.187% 4/17/2026 Provident Wealth Management LLC21,446$2.18M0.7%-1.0%0.077% 4/17/2026 Certified Advisory Corp179,873$18.31M1.6%+2.5%0.642% 4/17/2026 Stonebridge Financial Group LLC MO4,474$455K0.4%+52.6%0.016% 4/17/2026 Outlook Wealth Advisors LLC14,549$1.48M0.4%-1.4%0.052% 4/17/2026 SWP Financial LLC10,165$1.04M0.5%-43.7%0.036% 4/17/2026 Webster Bank N. A.6,039$615K0.1%+1,320.9%0.022% 4/17/2026 Ocean Park Asset Management LLC420,200$42.77M2.1%N/A1.501% 4/17/2026 Brookstone Capital Management6,303$642K0.0%-36.6%0.023% 4/16/2026 True Vision MN LLC2,061$210K0.1%-50.5%0.007% 4/16/2026 Spectrum Planning & Advisory Services Inc.27,710$2.82M1.4%-4.9%0.099% 4/16/2026 Balboa Wealth Partners3,412$347K0.1%N/A0.012% 3/17/2026 Rockefeller Capital Management L.P.10,089$994K0.0%+118.0%0.036% 3/13/2026 Lane Brothers & Co. Inc.5,312$523K0.4%N/A0.019% 3/13/2026 World Investment Advisors4,200$414K0.0%N/A0.015% 2/24/2026 Barnes Wealth Management Group Inc2,865$282K0.2%+6.2%0.010% 2/18/2026High Falls Advisors Inc5,751$566K0.1%+34.2%0.021% 2/18/2026 Mercer Global Advisors Inc. ADV86,185$8.49M0.0%+153.5%0.308% Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.Get the name and ticker of Louis Navellier's #1 AI stock free2/18/2026 Onyx Bridge Wealth Group LLC82,967$8.17M0.9%+1.6%0.296% 2/18/2026 CacheTech Inc.139,508$13.74M2.5%-1.7%0.498% 2/18/2026 NewEdge Advisors LLC88,626$8.73M0.0%+23.8%0.317% 2/18/2026 Adams Wealth Management131,998$13.00M2.8%-2.5%0.471% 2/18/2026 Stokes Family Office LLC14,665$1.44M0.1%+79.4%0.052% 2/18/2026 IHT Wealth Management LLC61,247$6.03M0.1%+15.1%0.219% 2/18/2026 Gotham Asset Management LLC3,295$325K0.0%-4.5%0.012% 2/17/2026 Guggenheim Capital LLC128,579$12.67M0.1%+4.4%0.459% 2/17/2026 Scarborough Advisors LLC6,814$671K0.1%+9.9%0.024% 2/17/2026 BCV Asset Management Inc.39,632$3.90M0.1%N/A0.142% ICVT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ICVT shares? During the previous two years, 430 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), Envestnet Asset Management Inc. ($124.96M), LPL Financial LLC ($101.96M), Goldman Sachs Group Inc. ($92.29M), Susquehanna International Group LLP ($80.46M), AMG National Trust Bank ($57.52M), and Greenleaf Trust ($44.44M).Learn more on iShares Convertible Bond ETF's institutional investors. Which institutional investors have been buying iShares Convertible Bond ETF's stock? Of the 403 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: Susquehanna International Group LLP ($1.02M), Envestnet Asset Management Inc. ($851.34K), Ocean Park Asset Management LLC ($791.70K), LPL Financial LLC ($627.91K), 1832 Asset Management L.P. ($459.78K), Lebenthal Global Advisors LLC ($418.27K), and Goldman Sachs Group Inc. ($334.10K). How much institutional buying is happening at iShares Convertible Bond ETF? Institutional investors have bought a total of 5,500,213 shares in the last 24 months. This purchase volume represents approximately $539.48M in transactions. Which of iShares Convertible Bond ETF's major shareholders have been selling company stock? Of the 189 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. ($590.58K), Pictet North America Advisors SA ($247.13K), Tradewinds Capital Management LLC ($205.81K), Bank of America Corp DE ($190.48K), New York Life Investment Management LLC ($180.03K), Cetera Investment Advisers ($132.09K), and Osaic Holdings Inc. ($130.41K). How much institutional selling is happening at iShares Convertible Bond ETF? Institutional investors have sold a total of 3,684,452 shares in the last 24 months. This volume of shares sold represents approximately $346.73M in transactions. Related Companies SPDR Bloomberg Convertible Securities ETF Major Shareholders First Trust SSI Strategic Convertible Securities ETF Major Shareholders Advent Convertible Bond ETF Major Shareholders Calamos Convertible Equity Alternative ETF Major Shareholders REX Bitcoin Corporate Treasury Convertible Bond ETF Major Shareholders This page (BATS:ICVT) was last updated on 5/25/2026 by MarketBeat.com Staff. 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