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NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)
QQQ   444.02 (-0.36%)
AAPL   175.10 (-2.54%)
MSFT   414.92 (-0.14%)
META   498.19 (-0.82%)
GOOGL   133.35 (-2.76%)
AMZN   177.58 (-0.36%)
TSLA   188.14 (-7.16%)
NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)
QQQ   444.02 (-0.36%)
AAPL   175.10 (-2.54%)
MSFT   414.92 (-0.14%)
META   498.19 (-0.82%)
GOOGL   133.35 (-2.76%)
AMZN   177.58 (-0.36%)
TSLA   188.14 (-7.16%)
NVDA   852.37 (+3.60%)
NIO   5.35 (-7.44%)
AMD   205.36 (+1.34%)
BABA   72.00 (-3.51%)
T   16.80 (-1.06%)
F   12.74 (+2.33%)
MU   95.77 (+0.65%)
CGC   3.02 (-5.92%)
GE   161.04 (+1.51%)
DIS   113.69 (+1.55%)
AMC   4.32 (-0.92%)
PFE   25.89 (-2.63%)
PYPL   59.98 (-0.93%)
XOM   104.36 (-1.40%)

iShares Convertible Bond ETF (ICVT) Institutional Ownership

$78.65
+0.10 (+0.13%)
(As of 03/4/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
161
Total
Institutional Inflows
(last 12 months)
$692.09 M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$863.34 M
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ICVT Institutional Buying and Selling by Quarter


iShares Convertible Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2024Creekmur Asset Management LLC1,863$0.15M0.0%N/A0.010%
2/22/2024Scarborough Advisors LLC195,871$15.39M0.7%N/A1.062%
2/16/2024Harbour Investments Inc.1,229$97K0.0%+29.2%0.007%
2/15/2024Mercer Global Advisors Inc. ADV52,431$4.12M0.0%-8.1%0.284%
2/15/2024Townsquare Capital LLC2,627$0.21M0.0%N/A0.014%
2/15/2024Front Row Advisors LLC2,554$0.20M0.1%-18.1%0.014%
2/15/2024Baker Avenue Asset Management LP282,110$22.17M0.9%+7.4%1.529%
2/15/2024Hilltop Partners LLC3,237$0.25M0.1%-95.2%0.018%
2/15/2024Modera Wealth Management LLC17,947$1.41M0.0%-9.5%0.097%
2/15/2024Palogic Value Management L.P.14,268$1.12M0.5%+11.4%0.077%
2/14/2024Royal Bank of Canada70,726$5.56M0.0%+197.0%0.383%
2/14/2024Continuum Advisory LLC4,936$0.39M0.1%N/A0.027%
2/14/2024Pinnacle Holdings LLC1,693$0.13M0.1%N/A0.009%
2/14/2024Kestra Advisory Services LLC7,377$0.58M0.0%-20.1%0.040%
2/14/2024Creative Planning2,815$0.22M0.0%N/A0.015%
2/14/2024VitalStone Financial LLC4,350$0.34M0.3%N/A0.024%
2/13/2024Envestnet Asset Management Inc.224,964$17.68M0.0%+9.0%1.219%
2/13/20241832 Asset Management L.P.284,440$22.35M0.0%N/A1.542%
2/13/2024Cetera Advisor Networks LLC41,034$3.23M0.0%+20.8%0.222%
2/13/2024Oppenheimer & Co. Inc.24,724$1.94M0.0%+1.0%0.134%
2/13/2024360 Financial Inc.95,330$7.49M3.3%+47.9%0.517%
2/12/2024Adams Wealth Management124,072$9.75M2.9%+4.5%0.672%
2/12/2024Scotia Capital Inc.3,344$0.26M0.0%+9.2%0.018%
2/12/2024Stifel Financial Corp77,839$6.12M0.0%+0.3%0.422%
2/12/2024Steward Partners Investment Advisory LLC1,638$0.13M0.0%+31.0%0.009%
2/9/2024Nomura Asset Management Co. Ltd.244,696$19.23M0.1%-19.3%1.326%
2/9/2024Advisory Services Network LLC8,258$0.65M0.0%-21.8%0.045%
2/9/2024Cambridge Investment Research Advisors Inc.31,713$2.49M0.0%-81.8%0.172%
2/9/2024Hanlon Investment Management Inc.4,988$0.39M0.1%N/A0.027%
2/9/2024Certified Advisory Corp152,784$12.01M1.8%N/A0.828%
2/9/2024Assetmark Inc.1,562,320$122.78M0.4%+293.8%8.468%
2/9/2024UBS Group AG75,101$5.90M0.0%-25.5%0.407%
2/8/2024Prestige Wealth Management Group LLC291,505$22.91M5.2%-7.4%1.580%
2/8/2024AMG National Trust Bank416,174$32.71M1.0%-10.5%2.256%
2/8/2024Eudaimonia Partners LLC20,522$1.61M0.4%+95.8%0.111%
2/8/2024Janney Montgomery Scott LLC2,999$0.24M0.0%-15.1%0.016%
2/7/2024Avantax Advisory Services Inc.18,181$1.43M0.0%+39.0%0.099%
2/7/2024Envestnet Portfolio Solutions Inc.16,815$1.32M0.0%+67.2%0.091%
2/7/2024Econ Financial Services Corp24,685$1.94M1.4%+3.0%0.134%
2/7/2024Calton & Associates Inc.5,823$0.46M0.2%N/A0.032%
2/7/2024Principal Securities Inc.3,001$0.24M0.0%N/A0.016%
2/6/2024Private Advisor Group LLC49,465$3.89M0.0%+18.4%0.268%
2/6/2024Spire Wealth Management7,280$0.56M0.0%+4.2%0.039%
2/6/2024Axxcess Wealth Management LLC24,842$1.95M0.1%-15.0%0.135%
2/6/2024Aveo Capital Partners LLC50,826$3.99M0.5%N/A0.275%
2/6/2024Robertson Stephens Wealth Management LLC3,562$0.28M0.0%-8.0%0.019%
2/6/2024New York Life Investment Management LLC348,445$27.38M0.3%+11.4%1.889%
2/5/2024McAdam LLC5,228$0.41M0.0%-8.6%0.028%
2/2/2024Truist Financial Corp23,616$1.86M0.0%-12.3%0.128%
2/2/2024Anfield Capital Management LLC9,836$0.77M0.4%+2.7%0.053%
2/2/2024Overbrook Management Corp49,280$3.87M0.8%N/A0.267%
2/2/2024Florin Court Capital LLP38,600$3.03M3.2%+58.3%0.209%
2/2/2024Atria Wealth Solutions Inc.20,167$1.59M0.0%+327.4%0.109%
2/1/2024Millington Financial Advisors LLC7,681$0.60M0.5%-9.4%0.042%
2/1/2024Northwest Capital Management Inc12,732$1M0.3%-7.4%0.069%
2/1/2024CWM LLC62,110$4.88M0.0%+102.3%0.337%
2/1/2024Tradewinds Capital Management LLC4,192$0.33M0.1%-99.3%0.023%
1/31/2024Calamos Wealth Management LLC30,550$2.40M0.2%N/A0.166%
1/31/2024J.W. Cole Advisors Inc.8,602$0.68M0.0%+23.6%0.047%
1/31/2024Wetzel Investment Advisors Inc.46,095$3.62M2.2%N/A0.250%
1/31/2024Greenleaf Trust295,183$23.20M0.2%N/A1.600%
1/31/2024Bigelow Investment Advisors LLC5,224$0.41M0.2%-11.6%0.028%
1/31/2024Key Financial Inc22,450$1.76M0.5%-1.5%0.122%
1/31/2024Archer Investment Corp11,113$0.87M0.3%+6.6%0.060%
1/30/2024TRUE Private Wealth Advisors3,653$0.29M0.0%-88.7%0.020%
1/30/2024Scissortail Wealth Management LLC6,633$0.52M0.2%-8.8%0.036%
1/30/2024Kades & Cheifetz LLC60,339$4.74M3.4%-9.8%0.327%
1/29/2024Aire Advisors LLC123,974$9.76M2.4%+0.8%0.672%
1/29/2024Outlook Wealth Advisors LLC11,787$0.93M0.3%N/A0.064%
1/26/2024Harbor Investment Advisory LLC1,984$0.16M0.0%+10.2%0.011%
1/25/2024International Assets Investment Management LLC15,718$1.24M0.0%N/A0.085%
1/25/2024Centurion Wealth Management LLC7,232$0.57M0.2%+4.3%0.039%
1/25/2024Retireful LLC4,459$0.35M0.2%-25.9%0.024%
1/25/2024Capital Wealth Management LLC36,124$2.84M1.4%+1.6%0.196%
1/24/2024Provident Wealth Management LLC29,521$2.32M1.0%-4.8%0.160%
1/24/2024Stratos Wealth Partners LTD.7,724$0.61M0.0%N/A0.042%
1/24/2024Allworth Financial LP15,247$1.20M0.0%+320.8%0.083%
1/24/2024International Assets Investment Management LLC15,718$1.24M0.0%N/A0.085%
1/23/2024Advisory Alpha LLC403,028$31.68M1.5%+2.0%2.184%
1/23/2024Richard W. Paul & Associates LLC9,622$0.76M0.3%-1.5%0.052%
1/22/2024Osborne Partners Capital Management LLC137,161$10.78M0.7%+0.5%0.743%
1/22/2024JB Capital LLC2,576$0.20M0.0%-6.3%0.014%
1/22/2024Baron Financial Group LLC49,540$3.89M2.5%+0.5%0.269%
1/22/2024Aspire Wealth Management Corp37,178$2.92M2.0%+0.4%0.202%
1/19/2024AdvisorNet Financial Inc606$48K0.0%+122.0%0.003%
1/19/2024PFG Advisors2,690$0.21M0.0%-9.5%0.015%
1/19/2024Synergy Asset Management LLC3,967$0.31M0.1%N/A0.022%
1/18/2024Gradient Investments LLC247,471$19.45M0.5%-34.7%1.341%
1/18/2024Global Retirement Partners LLC1,890$0.15M0.0%+250.0%0.010%
1/18/2024Blue Trust Inc.466$34K0.0%+91.0%0.003%
1/18/2024RHS Financial LLC8,361$0.66M0.4%-1.6%0.045%
1/17/2024Aprio Wealth Management LLC2,553$0.20M0.0%N/A0.014%
1/16/2024Raymond James Financial Services Advisors Inc.102,390$8.05M0.0%+19.2%0.555%
1/16/2024Raymond James & Associates83,622$6.57M0.0%-6.8%0.453%
1/16/2024Strategic Wealth Investment Group LLC5,605$0.44M0.1%N/A0.030%
1/12/2024Mutual Advisors LLC25,650$2.02M0.1%-2.6%0.139%
1/12/2024Comprehensive Wealth Management LLC7,381$0.58M0.5%-67.6%0.040%
1/12/2024Lpwm LLC35,493$2.72M1.1%-1.5%0.192%
1/12/2024Independent Wealth Network Inc.7,171$0.56M0.3%+31.2%0.039%
1/12/2024FFG Retirement Advisors LLC5,181$0.41M0.3%-9.9%0.028%
(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, 388 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($101.74B), Assetmark Inc. ($122.78M), Financial Gravity Asset Management Inc. ($68.42M), Jane Street Group LLC ($66.47M), Bank of America Corp DE ($52.49M), Bank of Nova Scotia ($48.42M), and Alliancebernstein L.P. ($36.57M).Learn more on ICVT's institutional investors.

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

Of the 360 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: Envestnet Asset Management Inc. ($6.09M), CFS Investment Advisory Services LLC ($2.74M), Assetmark Inc. ($1.74M), Jane Street Group LLC ($1.66M), CWM LLC ($1.33M), 1832 Asset Management L.P. ($1.30M), and Tradewinds Capital Management LLC ($1.09M).

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

Institutional investors have bought a total of 32,507,353 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

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

Of the 233 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. ($5.93M), Jane Street Group LLC ($2.27M), CWM LLC ($1.26M), Tradewinds Capital Management LLC ($1.09M), LPL Financial LLC ($0.90M), BlackRock Inc. ($0.89M), and Citigroup Inc. ($0.78M).

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

Institutional investors have sold a total of 20,833,384 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


This page (BATS:ICVT) was last updated on 3/4/2024 by MarketBeat.com Staff