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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$117.43 0.00 (0.00%)
As of 07/2/2026 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)
298
Total
Institutional Inflows
(last 12 months)
$539.65M
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$348.36M
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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
6/4/2026Town Capital LLC3,701$377K0.3%N/A0.013%
6/3/2026Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
6/3/2026NewEdge Advisors LLC65,210$6.64M0.0%-26.4%0.233%
5/27/2026Security Financial Services INC.5,470$557K0.1%+2.3%0.020%
5/19/2026Mascagni Wealth Management Inc.81,241$8.27M5.9%+9.3%0.290%
5/19/2026Bank of America Corp DE2,361,647$240.39M0.0%-2.0%8.434%
5/19/2026Centaurus Financial Inc.1,503$153K0.0%-20.2%0.005%
5/19/2026Ashton Thomas Securities LLC569$58K0.0%N/A0.002%
5/19/2026Arkadios Wealth Advisors14,849$1.51M0.0%+3.1%0.053%
5/18/2026Royal Bank of Canada43,156$4.39M0.0%-7.3%0.154%
5/15/2026Gateway Wealth Partners LLC2,212$225K0.0%N/A0.008%
5/15/2026Wealth Alliance LLC3,448$351K0.0%+37.1%0.012%
5/14/2026Compound Planning Inc.3,961$403K0.0%N/A0.014%
5/14/2026Keebeck Wealth Management4,792$488K0.1%+108.8%0.017%
5/14/2026Greenline Wealth Management LLC6,799$692K0.8%+132.0%0.024%
5/14/2026Lido Advisors LLC19,358$1.97M0.0%+225.4%0.069%
5/13/2026Cetera Investment Advisers156,337$15.91M0.0%-34.7%0.558%
5/13/2026Prestige Wealth Management Group LLC297,589$30.29M5.9%+0.9%1.063%
5/12/2026CacheTech Inc.141,110$14.36M2.8%+1.1%0.504%
5/7/2026Scarborough Advisors LLC6,357$647K0.1%-6.7%0.023%
5/7/2026Parallel Advisors LLC2,305$235K0.0%+28.8%0.008%
5/7/2026Vision Retirement LLC466$47K0.0%-44.5%0.002%
5/7/2026Hershey Financial Advisers LLC63,082$6.42M5.5%N/A0.225%
5/6/2026Quadrant Private Wealth Management LLC5,024$511K0.1%-4.8%0.018%
5/6/2026Aire Advisors LLC126,721$12.90M2.4%+1.6%0.453%
5/6/2026Cornerstone Planning Group LLC178,460$18.17M2.5%+5.0%0.637%
5/6/2026Assetmark Inc.170,440$17.35M0.0%-4.4%0.609%
5/6/2026SteelPeak Wealth LLC11,716$1.19M0.0%-57.3%0.042%
5/6/2026Frisch Financial Group Inc.2,553$260K0.1%N/A0.009%
5/6/2026Sofi Wealth LLC15,308$1.56M0.1%N/A0.055%
5/6/2026Independent Financial Group LLC6,836$696K0.0%N/A0.024%
5/5/2026Quartz Partners LLC20,502$2.09M0.8%+0.6%0.073%
5/5/2026BCGM Wealth Management LLC6,450$657K0.2%-4.0%0.023%
5/5/2026Mcmorgan & Co. LLC79,171$8.06M1.3%N/A0.283%
5/5/2026Wealthfront Advisers LLC3,993$406K0.0%+10.2%0.014%
5/5/2026D.A. Davidson & CO.19,992$2.04M0.0%-2.3%0.071%
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%
5/5/2026Sigma Planning Corp9,267$943K0.0%+15.9%0.033%
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5/4/2026AMG National Trust Bank565,061$57.52M1.2%+7.4%2.018%
5/4/2026HBW Advisory Services LLC1,200$122K0.0%N/A0.004%
5/2/2026Diversify Wealth Management LLC31,236$3.47M0.1%N/A0.112%
5/2/2026Valmark Advisers Inc.5,239$533K0.0%+26.8%0.019%
5/1/2026Fifth Third Bancorp5,502$560K0.0%N/A0.020%
5/1/2026Sovran Advisors LLC14,899$1.68M0.1%-6.9%0.053%
5/1/2026WealthShield Partners LLC4,230$431K0.0%-48.3%0.015%
5/1/2026TSA Wealth Managment LLC15,719$1.60M0.5%-24.4%0.056%
5/1/2026Simplicity Wealth LLC6,378$649K0.0%-26.5%0.023%
4/30/2026Range Financial Group LLC5,201$529K0.2%-26.7%0.019%
4/30/2026Kestra Advisory Services LLC34,084$3.47M0.0%-37.8%0.122%
4/30/2026CFS Investment Advisory Services LLC13,019$1.46M0.1%-25.6%0.046%
4/29/2026Armor Investment Advisors LLC11,005$1.12M0.4%-1.2%0.039%
4/29/2026Horst & Graben Wealth Management LLC11,278$1.26M0.2%-33.2%0.040%
4/29/2026Advance Capital Management Inc.109,915$11.19M0.4%-4.2%0.393%
4/28/2026Ascentis Independent Advisors3,624$369K0.0%N/A0.013%
4/28/2026NBT Bank N A NY621$63K0.0%+527.3%0.002%
4/28/2026Revisor Wealth Management LLC9,957$1.01M0.3%+54.2%0.036%
4/28/2026Latitude Advisors LLC2,063$210K0.1%-6.9%0.007%
4/27/2026Osborne Partners Capital Management LLC149,672$15.24M0.8%-0.6%0.535%
4/27/2026World Investment Advisors2,619$267K0.0%-37.6%0.009%
4/27/2026Private Advisor Group LLC20,652$2.10M0.0%-1.6%0.074%
4/27/2026Elevation Point Wealth Partners LLC2,071$211K0.0%N/A0.007%
4/25/2026Able Wealth Management LLC4,650$473K0.1%-42.3%0.017%
4/24/2026Root Financial Partners LLC1,093$111K0.0%+8,307.7%0.004%
4/24/2026Midwest Capital Advisors LLC10,651$1.08M0.5%-26.9%0.038%
4/24/2026Key Financial Inc11,328$1.15M0.2%-4.2%0.040%
4/23/2026EWA LLC7,664$780K0.2%-22.4%0.027%
4/23/2026Bigelow Investment Advisors LLC2,472$252K0.1%-8.0%0.009%
4/23/2026Wetzel Investment Advisors Inc.43,390$4.42M1.8%-6.5%0.155%
4/22/2026Janney Montgomery Scott LLC26,057$2.65M0.0%-43.5%0.093%
4/22/2026Onyx Bridge Wealth Group LLC118,285$12.04M1.3%+42.6%0.422%
4/22/2026Systelligence LLC150,096$15.28M3.0%-31.7%0.536%
4/21/2026BCU Wealth Advisors LLC2,630$268K0.1%-5.7%0.009%
4/20/2026Global Financial Private Client LLC13,308$1.36M0.4%+23.6%0.048%
4/20/2026Blue Trust Inc.1,885$192K0.0%-63.9%0.007%
4/17/2026Capital Wealth Management LLC52,391$5.33M1.4%+8.1%0.187%
4/17/2026Provident Wealth Management LLC21,446$2.18M0.7%-1.0%0.077%
4/17/2026Certified Advisory Corp179,873$18.31M1.6%+2.5%0.642%
4/17/2026Stonebridge Financial Group LLC MO4,474$455K0.4%+52.6%0.016%
4/17/2026Outlook Wealth Advisors LLC14,549$1.48M0.4%-1.4%0.052%
4/17/2026SWP Financial LLC10,165$1.04M0.5%-43.7%0.036%
4/17/2026Webster Bank N. A.6,039$615K0.1%+1,320.9%0.022%
4/17/2026Ocean Park Asset Management LLC420,200$42.77M2.1%N/A1.501%
4/17/2026Brookstone Capital Management6,303$642K0.0%-36.6%0.023%
4/16/2026True Vision MN LLC2,061$210K0.1%-50.5%0.007%
4/16/2026Spectrum Planning & Advisory Services Inc.27,710$2.82M1.4%-4.9%0.099%
4/16/2026Balboa 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%
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3/13/2026World 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%
2/18/2026Onyx 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%


ICVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 429 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.

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).

Institutional investors have bought a total of 5,501,429 shares in the last 24 months. This purchase volume represents approximately $539.65M in transactions.

Of the 186 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).

Institutional investors have sold a total of 3,699,160 shares in the last 24 months. This volume of shares sold represents approximately $348.36M in transactions.


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This page (BATS:ICVT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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