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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$87.80 +2.67 (+3.13%)
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Institutional Ownership Changes (13F Filings) for iShares Convertible Bond ETF (BATS:ICVT)

Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$591.87M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$211.73M
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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
1/17/2025 Goldstein Advisors LLC4,292$365K0.1%+76.8%0.018%
1/17/2025 Endeavor Private Wealth Inc.527$45K0.0%N/A0.002%
1/17/2025 Janney Montgomery Scott LLC56,329$4.79M0.0%+36.1%0.233%
1/17/2025 SG Americas Securities LLC6,402$544K0.0%N/A0.026%
1/17/2025 Advisory Alpha LLC443,338$37.68M1.3%-3.5%1.832%
1/17/2025 Braun Bostich & Associates Inc.5,672$482K0.3%+35.1%0.023%
1/16/2025 Overbrook Management Corp23,371$1.99M0.4%-19.5%0.097%
1/16/2025 Capital Wealth Management LLC37,530$3.19M1.4%-6.2%0.155%
1/16/2025 Kelly Financial Services LLC12,646$1.08M0.3%+38.1%0.052%
1/15/2025 Client First Investment Management LLC42,595$3.62M2.3%+271.2%0.176%
1/15/2025 Arkadios Wealth Advisors2,406$204K0.0%N/A0.010%
1/15/2025 Merit Financial Group LLC4,298$365K0.0%N/A0.018%
1/15/2025 Certified Advisory Corp168,094$14.28M1.6%+0.9%0.695%
1/15/2025 Cypress Wealth Services LLC3,167$269K0.1%+24.6%0.013%
1/15/2025 Retireful LLC24,849$2.11M1.2%N/A0.103%
1/15/2025 Hennion & Walsh Asset Management Inc.4,033$343K0.0%+23.4%0.017%
1/14/2025 Outlook Wealth Advisors LLC11,366$966K0.3%-2.2%0.047%
1/14/2025 Redhawk Wealth Advisors Inc.109,694$9.32M1.3%N/A0.453%
1/14/2025 Park Avenue Securities LLC78,297$6.65M0.1%+43.9%0.324%
1/14/2025 Lpwm LLC8,052$684K0.2%-77.6%0.033%
1/14/2025 Quad Cities Investment Group LLC11,236$955K0.5%+4.6%0.046%
1/14/2025 Signal Advisors Wealth LLC2,541$216K0.0%N/A0.011%
1/13/2025 PSI Advisors LLC336$29K0.0%N/A0.001%
1/13/2025 Tsfg LLC4,067$346K0.1%+77.8%0.017%
1/13/2025 Ehrlich Financial Group3,521$299K0.2%+22.0%0.015%
1/13/2025 Friedenthal Financial51,972$4.42M2.6%N/A0.215%
1/13/2025 Claro Advisors LLC2,590$220K0.0%N/A0.011%
1/13/2025 Kades & Cheifetz LLC63,096$5.36M2.7%-2.5%0.261%
1/10/2025 Ridgewood Investments LLC6,800$578K0.3%+3.6%0.028%
1/8/2025 International Assets Investment Management LLC2,398$204K0.0%N/A0.010%
1/7/2025 Range Financial Group LLC3,104$264K0.1%N/A0.013%
1/6/2025 Insight Wealth Strategies LLC127,277$10.82M1.5%N/A0.526%
12/26/2024JPMorgan Chase & Co.228,239$19.10M0.0%+32.6%0.943%
12/13/2024B. Riley Wealth Advisors Inc.30,765$2.57M0.1%-6.5%0.127%
11/25/2024Synovus Financial Corp2,680$224K0.0%N/A0.011%
11/25/2024Tidal Investments LLC21,118$1.76M0.0%-11.7%0.087%
11/25/2024Sanctuary Advisors LLC61,751$5.47M0.0%+9.4%0.255%
11/19/2024Invst LLC6,067$508K0.1%-2.5%0.025%
11/15/2024High Falls Advisors Inc4,211$352K0.1%+7.7%0.017%
11/15/2024EWA LLC6,279$542K0.2%+51.4%0.026%
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11/15/2024Nomura Asset Management Co. Ltd.192,536$16.11M0.0%-7.0%0.796%
11/15/2024MML Investors Services LLC105,378$8.82M0.0%+0.3%0.435%
11/15/2024Orion Portfolio Solutions LLC3,808$319K0.0%-17.3%0.016%
11/15/2024Stifel Financial Corp90,027$7.53M0.0%-11.8%0.372%
11/15/2024IHT Wealth Management LLC56,718$4.75M0.1%+245.3%0.234%
11/15/2024Integrated Wealth Concepts LLC4,108$344K0.0%-12.7%0.017%
11/15/2024HighTower Advisors LLC54,421$4.56M0.0%-2.6%0.225%
11/15/2024Ascent Group LLC7,281$609K0.0%+28.0%0.030%
11/15/2024Kestra Investment Management LLC24,258$2.03M0.1%+16.4%0.100%
11/14/2024Icon Wealth Advisors LLC3,048$255K0.0%+4.9%0.013%
11/14/2024Stone House Investment Management LLC3,985$333K0.1%+11.1%0.016%
11/14/2024CreativeOne Wealth LLC43,347$3.63M0.1%+149.9%0.179%
11/13/2024Transamerica Financial Advisors Inc.5,323$446K0.0%-10.8%0.022%
11/13/2024D.A. Davidson & CO.15,602$1.31M0.0%+7.7%0.064%
11/13/2024Acorn Wealth Advisors LLC5,242$439K0.2%+8.3%0.022%
11/12/2024Centaurus Financial Inc.3,574$299K0.0%N/A0.015%
11/12/2024 Certified Advisory Corp166,529$13.93M1.5%+2.2%0.688%
11/12/2024Meridian Wealth Management LLC3,046$255K0.0%-17.3%0.013%
11/12/2024Icon Wealth Advisors LLC4,438$410K0.0%+52.7%0.018%
11/12/2024CFS Investment Advisory Services LLC17,233$1.44M0.1%+3.5%0.071%
11/9/2024SSI Investment Management LLC76,075$6.37M0.5%+20.0%0.314%
11/9/2024 Overbrook Management Corp29,024$2.43M0.6%-10.8%0.120%
11/8/2024First Horizon Advisors Inc.1,535$129K0.0%+25.7%0.006%
11/8/2024Advisors Asset Management Inc.7,610$637K0.0%+12.2%0.031%
11/8/2024 Avior Wealth Management LLC2,534$212K0.0%-20.4%0.010%
11/7/2024Tidemark LLC10,885$911K0.4%+3.9%0.045%
11/7/2024AMG National Trust Bank480,712$40.22M1.1%-0.7%1.986%
11/7/2024Pettinga Financial Advisors LLC3,802$318K0.1%+10.7%0.016%
11/7/2024Thrivent Financial for Lutherans17,192$1.44M0.0%-58.2%0.071%
11/6/2024TSA Wealth Managment LLC19,061$1.60M0.6%+1.6%0.079%
11/6/2024OneDigital Investment Advisors LLC135,765$11.36M0.1%+3.9%0.561%
11/6/2024Florin Court Capital LLP60,408$5.05M4.1%N/A0.250%
11/6/2024Oppenheimer & Co. Inc.23,015$1.93M0.0%-4.3%0.095%
11/6/2024Cornerstone Planning Group LLC162,997$13.81M3.0%+5.0%0.674%
11/4/2024Baker Avenue Asset Management LP245,883$20.57M0.7%-7.0%1.016%
11/4/2024Axxcess Wealth Management LLC4,133$346K0.0%-80.3%0.017%
11/4/2024Sigma Planning Corp6,771$566K0.0%N/A0.028%
11/1/2024Assetmark Inc.254,643$21.31M0.1%+150.4%1.052%
11/1/2024Aspire Wealth Management Corp35,808$3.00M1.6%-2.8%0.148%
10/31/2024JB Capital LLC6,225$521K0.0%-3.3%0.026%
10/31/2024LGT Financial Advisors LLC526$44K0.1%+45.3%0.002%
10/30/2024 Ameritas Advisory Services LLC45,447$3.80M0.2%N/A0.188%
10/30/2024Alterna Wealth Management Inc.4,256$356K0.3%+17.9%0.018%
10/30/2024Wetzel Investment Advisors Inc.47,013$3.93M2.0%-0.7%0.194%
10/29/2024Acute Investment Advisory LLC31,009$2.60M1.5%N/A0.128%
10/29/2024 Janney Montgomery Scott LLC41,381$3.46M0.0%+2.4%0.171%
10/29/2024James Investment Research Inc.2,605$218K0.0%-5.1%0.011%
10/29/2024Farther Finance Advisors LLC8,071$675K0.0%+5.0%0.033%
10/28/2024CacheTech Inc.161,221$13.49M2.9%+4.9%0.666%
10/28/2024Lebenthal Global Advisors LLC227,871$19.07M3.9%+93.4%0.942%
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10/28/2024Creative Financial Designs Inc. ADV8,124$680K0.1%+3.5%0.034%
10/28/2024Pursue Wealth Partners LLC20,816$1.74M1.0%+17.9%0.086%
10/28/2024Focus Financial Network Inc.2,793$234K0.0%N/A0.012%
10/28/2024O ROURKE & COMPANY Inc4,823$404K0.2%+11.5%0.020%
10/28/2024US Bancorp DE16,676$1.40M0.0%+2.0%0.069%
10/25/2024Financial Advocates Investment Management50,799$4.63M0.3%N/A0.210%
10/25/2024SteelPeak Wealth LLC18,473$1.55M0.1%+6.8%0.076%
10/25/2024Aletheian Wealth Advisors LLC6,119$512K0.3%-5.8%0.025%
10/25/2024Strategic Blueprint LLC11,452$958K0.1%+5.5%0.047%
10/24/2024J.W. Cole Advisors Inc.11,193$937K0.0%+11.5%0.046%
(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, 341 institutional investors and hedge funds held shares of iShares Convertible Bond ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($86.08M), Susquehanna International Group LLP ($80.46M), Bank of America Corp DE ($73.35M), 1832 Asset Management L.P. ($57.37M), Bank of Nova Scotia ($48.42M), AMG National Trust Bank ($40.22M), and LPL Financial LLC ($39.56M).Learn more on ICVT's institutional investors.

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

Of the 297 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: Assetmark Inc. ($1.67M), Tradewinds Capital Management LLC ($1.32M), Susquehanna International Group LLP ($1.02M), Financial Gravity Asset Management Inc. ($915.49K), AMG National Trust Bank ($782.52K), 1832 Asset Management L.P. ($736.48K), and Bank of Nova Scotia ($652.40K).

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

Institutional investors have bought a total of 14,905,391 shares in the last 24 months. This purchase volume represents approximately $1.14B in transactions.

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

Of the 172 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. ($4.21M), CWM LLC ($1.29M), Tradewinds Capital Management LLC ($1.09M), LPL Financial LLC ($902.41K), Financial Gravity Asset Management Inc. ($844.16K), AMG National Trust Bank ($483.71K), and Assetmark Inc. ($352.05K).

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

Institutional investors have sold a total of 12,033,356 shares in the last 24 months. This volume of shares sold represents approximately $896.15M in transactions.


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This page (BATS:ICVT) was last updated on 1/21/2025 by MarketBeat.com Staff
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