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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$115.91 +1.29 (+1.13%)
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)
307
Total
Institutional Inflows
(last 12 months)
$610.20M
Number of
Institutional Sellers
(last 12 months)
199
Total
Institutional Outflows
(last 12 months)
$403.82M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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%
3/17/2026Rockefeller Capital Management L.P.10,089$994K0.0%+118.0%0.036%
3/13/2026Lane Brothers & Co. Inc.5,312$523K0.4%N/A0.019%
3/13/2026 World Investment Advisors4,200$414K0.0%N/A0.015%
2/24/2026Barnes Wealth Management Group Inc2,865$282K0.2%+6.2%0.010%
2/18/2026High Falls Advisors Inc5,751$566K0.1%+34.2%0.021%
2/18/2026Mercer Global Advisors Inc. ADV86,185$8.49M0.0%+153.5%0.308%
2/18/2026 Onyx Bridge Wealth Group LLC82,967$8.17M0.9%+1.6%0.296%
2/18/2026CacheTech Inc.139,508$13.74M2.5%-1.7%0.498%
2/18/2026NewEdge Advisors LLC88,626$8.73M0.0%+23.8%0.317%
2/18/2026Adams Wealth Management131,998$13.00M2.8%-2.5%0.471%
2/18/2026Stokes Family Office LLC14,665$1.44M0.1%+79.4%0.052%
2/18/2026IHT Wealth Management LLC61,247$6.03M0.1%+15.1%0.219%
2/18/2026Gotham Asset Management LLC3,295$325K0.0%-4.5%0.012%
2/17/2026Guggenheim Capital LLC128,579$12.67M0.1%+4.4%0.459%
2/17/2026Scarborough Advisors LLC6,814$671K0.1%+9.9%0.024%
2/17/2026BCV Asset Management Inc.39,632$3.90M0.1%N/A0.142%
2/17/2026Cetera Investment Advisers239,386$23.58M0.0%+19.1%0.855%
2/17/2026Equitable Holdings Inc.68,071$6.71M0.0%+10.9%0.243%
2/17/2026Kovack Advisors Inc.10,199$1.01M0.0%N/A0.036%
2/17/2026Price T Rowe Associates Inc. MD54,560$5.38M0.0%+26.7%0.195%
2/17/2026Regal Investment Advisors LLC5,415$533K0.0%+48.8%0.019%
2/17/2026Osaic Holdings Inc.106,884$10.53M0.0%-55.0%0.382%
2/17/2026Advisory Services Network LLC8,909$878K0.0%+6.7%0.032%
2/17/2026&PARTNERS7,930$780K0.0%+78.5%0.028%
2/17/2026Royal Bank of Canada46,535$4.58M0.0%-1.0%0.166%
2/16/2026 Portfolio Resources Advisor Group Inc.712$70K0.1%N/A0.003%
2/16/2026 MML Investors Services LLC302,086$29.76M0.1%+10.7%1.079%
2/16/2026Mariner LLC45,875$4.52M0.0%+3.4%0.164%
2/16/2026Financial Gravity Asset Management Inc.85,926$8.46M1.6%+2.9%0.307%
2/16/2026Icon Wealth Advisors LLC3,106$306K0.0%+59.6%0.011%
2/16/2026Arax Advisory Partners2,475$244K0.0%N/A0.009%
2/16/202617 Capital Partners LLC2,930$289K0.1%+6.0%0.010%
2/13/2026Arete Wealth Advisors LLC10,987$1.08M0.1%+4.7%0.039%
2/13/2026CreativeOne Wealth LLC42,610$4.20M0.1%+9.8%0.152%
2/13/2026 Kestra Advisory Services LLC54,815$5.40M0.0%+513.9%0.196%
2/13/2026 Cordoba Advisory Partners LLC10,688$1.05M0.3%N/A0.038%
2/13/2026360 Financial Inc.80,866$7.97M2.1%N/A0.289%
2/13/2026Quartz Partners LLC20,382$2.01M0.7%+14.6%0.073%
2/13/2026Stifel Financial Corp110,770$10.91M0.0%+15.9%0.396%
2/13/2026Greenline Wealth Management LLC2,931$289K0.3%N/A0.010%
2/13/2026Gen Wealth Partners Inc3,269$322K0.0%+43.6%0.012%
2/13/2026Arkadios Wealth Advisors14,398$1.42M0.0%+22.4%0.051%
2/13/2026Integrated Wealth Concepts LLC9,871$972K0.0%+15.7%0.035%
2/13/2026OpenArc Corporate Advisory LLC128,170$12.63M0.2%N/A0.458%
2/13/2026Wells Fargo & Company MN4,620$455K0.0%+85.4%0.017%
2/13/2026Concorde Asset Management LLC2,205$217K0.1%N/A0.008%
2/12/2026Advisors Asset Management Inc.9,265$913K0.0%-6.2%0.033%
2/12/2026Jane Street Group LLC137,710$13.56M0.0%N/A0.492%


ICVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICVT shares?

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 ($264.86M), 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 399 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 6,392,558 shares in the last 24 months. This purchase volume represents approximately $610.20M in transactions.

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

Of the 199 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), 1832 Asset Management L.P. ($542.67K), Pictet North America Advisors SA ($247.13K), Assetmark Inc. ($215.24K), Tradewinds Capital Management LLC ($205.81K), New York Life Investment Management LLC ($180.03K), and Bank of America Corp DE ($141.23K).

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

Institutional investors have sold a total of 4,401,801 shares in the last 24 months. This volume of shares sold represents approximately $403.82M in transactions.


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This page (BATS:ICVT) was last updated on 5/5/2026 by MarketBeat.com Staff.
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