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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$114.03 +1.21 (+1.07%)
As of 04:10 PM Eastern
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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)
$491.37M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$183.40M
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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
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%
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%
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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%
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%
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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%


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), Envestnet Asset Management Inc. ($124.96M), LPL Financial LLC ($101.96M), Goldman Sachs Group Inc. ($92.29M), 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 4,866,061 shares in the last 24 months. This purchase volume represents approximately $491.37M in transactions.

Of the 141 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: 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), Goldman Sachs Group Inc. ($73.60K), and Systelligence LLC ($69.68K).

Institutional investors have sold a total of 1,789,525 shares in the last 24 months. This volume of shares sold represents approximately $183.40M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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