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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$92.02 +6.89 (+8.10%)
Closing price 08/5/2025 03:59 PM Eastern
Extended Trading
$92.04 +0.02 (+0.02%)
As of 08/5/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$787.25M
Number of
Institutional Sellers
(last 12 months)
166
Total
Institutional Outflows
(last 12 months)
$286.77M
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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
8/5/2025TME Financial Inc.43,491$3.92M3.2%-72.4%0.155%
8/5/2025Advisors Preferred LLC2,742$245K0.0%-60.5%0.010%
8/5/2025BCGM Wealth Management LLC4,851$437K0.1%-27.5%0.017%
8/5/2025Tsfg LLC3,856$347K0.1%-25.4%0.014%
8/5/2025Sigma Planning Corp7,345$662K0.0%-2.4%0.026%
8/4/2025 Integrity Alliance LLC.10,227$921K0.1%-48.0%0.037%
8/4/2025 Creative Financial Designs Inc. ADV11,691$1.05M0.1%-15.7%0.042%
8/4/2025 AMG National Trust Bank487,552$43.93M1.2%-0.3%1.741%
8/4/2025 Atria Investments Inc16,400$1.48M0.0%-40.6%0.059%
8/4/2025 Savvy Advisors Inc.8,128$732K0.0%+2.1%0.029%
8/4/2025 Assetmark Inc.80,105$7.22M0.0%-15.1%0.286%
8/4/2025 Hantz Financial Services Inc.930$84K0.0%N/A0.003%
8/1/2025 Austin Private Wealth LLC5,837$526K0.0%-47.5%0.021%
8/1/2025 New York Life Investment Management LLC456,391$41.12M0.4%+3.7%1.630%
8/1/2025 Howard Capital Management Inc.320,536$28.88M0.4%-5.3%1.145%
8/1/2025 Advisory Alpha LLC433,937$39.10M1.2%-2.3%1.550%
8/1/2025 Liberty Wealth Management LLC4,579$413K0.1%-42.8%0.016%
8/1/2025 Ashton Thomas Private Wealth LLC5,037$454K0.0%-29.6%0.018%
8/1/2025 Envestnet Asset Management Inc.933,246$84.08M0.0%-38.8%3.333%
7/31/2025 Wealthfront Advisers LLC4,916$443K0.0%+9.0%0.018%
7/31/2025 Perissos Private Wealth Management LLC15,755$1.42M1.1%-11.1%0.056%
7/31/2025 Atlatl Advisers LLC5,681$512K0.2%-31.4%0.020%
7/31/2025 TSA Wealth Managment LLC16,559$1.49M0.5%-33.8%0.059%
7/31/2025 Prentice Wealth Management LLC2,340$211K0.1%N/A0.008%
7/30/2025 Strategic Blueprint LLC11,810$1.06M0.1%-30.3%0.042%
7/30/2025 Onyx Bridge Wealth Group LLC23,566$2.12M0.3%-82.5%0.084%
7/30/2025 Brookstone Capital Management8,806$793K0.0%-22.2%0.031%
7/30/2025 Phillips Financial Management LLC1,371$124K0.0%N/A0.005%
7/30/2025 D.A. Davidson & CO.19,978$1.80M0.0%+10.5%0.071%
7/30/2025 LGT Financial Advisors LLC514$46K0.1%-40.2%0.002%
7/29/2025 Systelligence LLC161,188$14.52M2.7%+103.2%0.576%
7/29/2025 Tradewinds Capital Management LLC118,553$10.68M2.7%-42.9%0.423%
7/29/2025 ShoreHaven Wealth Partners LLC2,742$247K0.1%-37.6%0.010%
7/29/2025 Private Trust Co. NA3,978$358K0.0%+24.1%0.014%
7/29/2025 Horst & Graben Wealth Management LLC15,174$1.37M0.2%-25.0%0.054%
7/29/2025 Aire Advisors LLC121,568$10.95M2.1%+0.4%0.434%
7/28/2025 WealthPlan Investment Management LLC2,290$206K0.0%N/A0.008%
7/28/2025 Pettinga Financial Advisors LLC6,166$556K0.1%+4.7%0.022%
7/28/2025 Private Wealth Asset Management LLC528$48K0.0%N/A0.002%
7/28/2025 Harbour Investments Inc.1,282$116K0.0%-37.5%0.005%
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7/28/2025 Cypress Wealth Services LLC2,716$245K0.0%-22.9%0.010%
7/28/2025 Sagespring Wealth Partners LLC19,104$1.72M0.0%+4.6%0.068%
7/25/2025 Northwest Capital Management Inc2,619$236K0.1%-46.7%0.009%
7/25/2025 Atria Wealth Solutions Inc.13,386$1.21M0.0%-40.3%0.048%
7/25/2025 Envestnet Portfolio Solutions Inc.96,947$8.74M0.0%-35.9%0.346%
7/25/2025 RHS Financial LLC3,899$351K0.2%N/A0.014%
7/25/2025 Midwest Capital Advisors LLC9,359$843K0.4%-38.0%0.033%
7/25/2025 CWM LLC183,755$16.56M0.1%-18.6%0.656%
7/24/2025 Comprehensive Money Management Services LLC6,607$595K0.5%-3.4%0.024%
7/24/2025 Forefront Analytics LLC11,542$1.04M0.9%N/A0.041%
7/24/2025 JB Capital LLC4,279$386K0.0%-38.8%0.015%
7/24/2025 Blue Trust Inc.6,106$550K0.0%-47.5%0.022%
7/24/2025 Cyndeo Wealth Partners LLC5,263$474K0.0%-6.3%0.019%
7/24/2025 US Bancorp DE11,504$1.04M0.0%-45.4%0.041%
7/23/2025 Sax Wealth Advisors LLC2,495$225K0.0%N/A0.009%
7/23/2025 Friedenthal Financial47,608$4.29M2.4%N/A0.170%
7/23/2025 True Vision MN LLC2,755$248K0.1%-51.0%0.010%
7/23/2025 SteelPeak Wealth LLC18,099$1.63M0.1%-42.1%0.065%
7/22/2025 Simplicity Wealth LLC13,048$1.18M0.0%+55.8%0.047%
7/22/2025 Firethorn Wealth Partners LLC2,601$234K0.1%-4.1%0.009%
7/22/2025 Bay Harbor Wealth Management LLC5,605$505K0.1%-42.6%0.020%
7/22/2025 McNaughton Wealth Management LLC4,588$413K0.2%-33.6%0.016%
7/21/2025 Ascent Group LLC20,604$1.86M0.1%-34.4%0.074%
7/21/2025 Ameritas Advisory Services LLC62,107$5.60M0.3%-5.0%0.222%
7/21/2025 Triad Wealth Partners LLC14,065$1.27M0.3%-22.4%0.050%
7/21/2025 Mirae Asset Global Investments Co. Ltd.23,000$2.07M0.0%-19.4%0.082%
7/18/2025 EWA LLC7,997$721K0.2%-19.3%0.029%
7/18/2025 SWP Financial LLC10,304$928K0.5%-46.0%0.037%
7/18/2025 SigFig Wealth Management LLC4,751$426K0.0%-42.8%0.017%
7/18/2025 Provident Wealth Management LLC22,177$2.00M0.7%-2.7%0.079%
7/18/2025 Brueske Advisory Services LLC2,298$207K0.1%N/A0.008%
7/18/2025 Wetzel Investment Advisors Inc.46,460$4.19M1.9%-3.4%0.166%
7/18/2025 Truist Financial Corp34,648$3.12M0.0%-23.4%0.124%
7/18/2025 BCU Wealth Advisors LLC2,788$251K0.1%-16.8%0.010%
7/17/2025 One Wealth Advisors LLC3,773$340K0.0%-31.8%0.013%
7/17/2025 Greenleaf Trust445,280$40.12M0.4%+0.5%1.590%
7/17/2025 Janney Montgomery Scott LLC29,576$2.67M0.0%-45.2%0.106%
7/17/2025 Kelly Financial Services LLC7,003$631K0.2%-44.9%0.025%
7/17/2025 Avior Wealth Management LLC2,383$215K0.0%-6.0%0.009%
7/16/2025 Independent Wealth Network Inc.7,182$647K0.2%+5.9%0.026%
7/16/2025 BOS Asset Management LLC3,332$300K0.1%-39.9%0.012%
7/16/2025 Perigon Wealth Management LLC12,246$1.10M0.0%-30.6%0.044%
7/15/2025 Centerline Wealth Advisors LLC64,051$5.77M2.8%+0.4%0.229%
7/15/2025 McAdam LLC4,462$402K0.0%+10.6%0.016%
7/15/2025 Spectrum Planning & Advisory Services Inc.27,819$2.51M1.6%+541.0%0.099%
7/15/2025 Retireful LLC20,002$1.80M1.2%N/A0.071%
7/15/2025 Compagnie Lombard Odier SCmA1,560$141K0.0%-24.3%0.006%
7/15/2025 Pictet North America Advisors SA8,660$780K0.1%-96.6%0.031%
7/15/2025 Revisor Wealth Management LLC2,980$271K0.1%N/A0.011%
7/14/2025 Gries Financial LLC12,536$1.13M0.2%+11.8%0.045%
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7/14/2025 KFG Wealth Management LLC17,906$1.61M0.3%-20.2%0.064%
7/14/2025 Ridgewood Investments LLC7,939$715K0.3%+9.6%0.028%
7/14/2025 Park Avenue Securities LLC44,921$4.05M0.0%-43.9%0.160%
7/14/2025 Sowell Financial Services LLC2,830$255K0.0%-12.8%0.010%
7/11/2025 Quad Cities Investment Group LLC11,471$1.03M0.5%+1.8%0.041%
7/11/2025 Farther Finance Advisors LLC10,313$929K0.0%-4.9%0.037%
7/11/2025 Windsor Capital Management LLC12,255$1.10M0.3%+8.9%0.044%
7/10/2025 Global Financial Private Client LLC11,566$1.04M0.4%+1.4%0.041%
7/10/2025 Bigelow Investment Advisors LLC2,825$255K0.1%-10.9%0.010%
7/10/2025 Wealth Enhancement Advisory Services LLC64,062$5.78M0.0%-4.3%0.229%
(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, 380 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($208.53M), Goldman Sachs Group Inc. ($104.68M), Envestnet Asset Management Inc. ($84.08M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($79.27M), AMG National Trust Bank ($43.93M), and New York Life Investment Management LLC ($41.12M).Learn more on iShares Convertible Bond ETF's institutional investors.

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

Of the 355 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: Assetmark Inc. ($1.35M), Susquehanna International Group LLP ($1.02M), Financial Gravity Asset Management Inc. ($974.15K), Bank of Nova Scotia ($874.90K), Tradewinds Capital Management LLC ($845.44K), 1832 Asset Management L.P. ($736.48K), and Envestnet Asset Management Inc. ($624.33K).

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

Institutional investors have bought a total of 9,423,109 shares in the last 24 months. This purchase volume represents approximately $787.25M in transactions.

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

Of the 165 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), Advisory Alpha LLC ($233.01K), Assetmark Inc. ($179.27K), Onyx Bridge Wealth Group LLC ($159.17K), and TME Financial Inc. ($114.15K).

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

Institutional investors have sold a total of 3,311,386 shares in the last 24 months. This volume of shares sold represents approximately $286.77M in transactions.


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This page (BATS:ICVT) was last updated on 8/6/2025 by MarketBeat.com Staff
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