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iShares Convertible Bond ETF (ICVT) Institutional Ownership

iShares Convertible Bond ETF logo
$87.34 +2.21 (+2.59%)
Closing price 02/21/2025 03:59 PM Eastern
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$87.35 +0.02 (+0.02%)
As of 02/21/2025 05:37 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)
262
Total
Institutional Inflows
(last 12 months)
$731.94M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$153.36M
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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
2/21/2025Ascent Group LLC11,750$998K0.1%+61.4%0.049%
2/19/2025 Invst LLC10,244$870K0.1%+68.8%0.042%
2/18/2025 Pettinga Financial Advisors LLC4,588$390K0.1%+20.7%0.019%
2/17/2025 Tidal Investments LLC17,247$1.47M0.0%-18.3%0.071%
2/17/2025 Scissortail Wealth Management LLC7,291$620K0.2%+15,412.8%0.030%
2/17/2025 Snowden Capital Advisors LLC5,819$494K0.0%+4.5%0.024%
2/17/2025 Gen Wealth Partners Inc2,981$253K0.1%+55.8%0.012%
2/17/2025 CoreCap Advisors LLC9,358$795K0.0%-2.5%0.039%
2/17/2025 Cetera Investment Advisers231,531$19.67M0.0%+48.3%0.957%
2/17/2025 Baird Financial Group Inc.3,606$306K0.0%N/A0.015%
2/17/2025 Baker Avenue Asset Management LP273,244$23.22M0.7%+11.1%1.129%
2/17/2025 Bank of America Corp DE2,454,117$208.53M0.0%+5.9%10.141%
2/17/2025 Ameriprise Financial Inc.187,134$15.90M0.0%+81.3%0.773%
2/17/2025 Aptus Capital Advisors LLC1,279$109K0.0%+18.2%0.005%
2/17/2025 360 Financial Inc.141,367$12.01M4.3%+3.6%0.584%
2/14/2025 Mercer Global Advisors Inc. ADV112,270$9.54M0.0%+128.4%0.464%
2/14/2025 LGT Financial Advisors LLC934$79K0.2%+77.6%0.004%
2/14/2025 Jane Street Group LLC102,413$8.70M0.0%N/A0.423%
2/14/2025 Comerica Bank7,781$661K0.0%-32.4%0.032%
2/14/2025 Lido Advisors LLC3,600$306K0.0%+5.9%0.015%
2/14/2025 Capital Analysts LLC4,278$364K0.0%+83.2%0.018%
2/14/2025 Integrated Wealth Concepts LLC5,242$445K0.0%+27.6%0.022%
2/14/2025 Price T Rowe Associates Inc. MD29,200$2.48M0.0%N/A0.121%
2/14/2025 Dark Forest Capital Management LP15,990$1.36M0.2%-1.5%0.066%
2/14/2025 IHT Wealth Management LLC50,902$4.33M0.1%-10.3%0.210%
2/14/2025 Stifel Financial Corp99,269$8.44M0.0%+10.3%0.410%
2/14/2025 OneDigital Investment Advisors LLC180,897$15.37M0.2%+33.2%0.748%
2/14/2025 MML Investors Services LLC131,821$11.20M0.0%+25.1%0.545%
2/14/2025 BOS Asset Management LLC5,191$441K0.2%+68.3%0.021%
2/14/2025 GeoWealth Management LLC547$46K0.0%-93.8%0.002%
2/14/2025 Concourse Financial Group Securities Inc.4,657$408K0.0%+29.9%0.019%
2/14/2025 Adams Wealth Management176,378$14.99M2.9%+9.4%0.729%
2/13/2025 NewEdge Advisors LLC83,350$7.08M0.0%+28.8%0.344%
2/13/2025 Regal Investment Advisors LLC4,223$359K0.0%N/A0.017%
2/13/2025 United Capital Financial Advisors LLC78,061$6.63M0.1%+39.5%0.323%
2/13/2025 CacheTech Inc.178,758$15.19M2.8%+10.9%0.739%
2/13/2025 Guggenheim Capital LLC114,021$9.69M0.1%+3.5%0.471%
2/13/2025 CreativeOne Wealth LLC55,618$4.73M0.1%+28.3%0.230%
2/13/2025 Mariner LLC25,637$2.18M0.0%+32.2%0.106%
2/13/2025 Stone House Investment Management LLC5,021$427K0.1%+26.0%0.021%
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2/13/2025 TME Financial Inc.142,736$11.94M11.3%N/A0.590%
2/13/2025 Sagespring Wealth Partners LLC11,904$1.01M0.0%N/A0.049%
2/13/2025 Townsquare Capital LLC3,157$268K0.0%+15.1%0.013%
2/13/2025 Concorde Asset Management LLC2,694$229K0.1%N/A0.011%
2/13/2025 Pinnacle Holdings LLC1,515$129K0.0%N/A0.006%
2/13/2025 Raymond James Financial Inc.99,736$8.48M0.0%N/A0.412%
2/13/2025 Advisory Services Network LLC8,347$709K0.0%+10.4%0.034%
2/13/2025 Renaissance Technologies LLC47,303$4.02M0.0%-14.0%0.195%
2/13/2025 Bank of Nova Scotia399,700$33.96M0.1%+125.6%1.652%
2/13/2025 Cerity Partners LLC7,124$605K0.0%N/A0.029%
2/13/2025 Trek Financial LLC4,853$412K0.0%N/A0.020%
2/13/2025 Wedbush Securities Inc.5,222$444K0.0%-3.4%0.022%
2/13/2025 Envestnet Asset Management Inc.1,469,314$124.85M0.0%+30.4%6.072%
2/13/2025 Wells Fargo & Company MN1,139$97K0.0%+72.3%0.005%
2/12/2025 PAX Financial Group LLC7,119$605K0.1%+12.5%0.029%
2/12/2025 Arete Wealth Advisors LLC5,278$449K0.0%N/A0.022%
2/12/2025 OneAscent Financial Services LLC8,786$747K0.1%N/A0.036%
2/12/2025 Front Row Advisors LLC2,952$251K0.1%+12.9%0.012%
2/12/2025 Franklin Resources Inc.725$62K0.0%N/A0.003%
2/12/2025 Transamerica Financial Advisors Inc.5,012$426K0.0%-5.8%0.021%
2/12/2025 Orion Portfolio Solutions LLC4,221$359K0.0%+10.8%0.017%
2/12/2025 Nomura Asset Management Co. Ltd.174,636$14.84M0.0%-9.3%0.722%
2/12/2025 Blair William & Co. IL3,077$261K0.0%+23.0%0.013%
2/12/2025 JPMorgan Chase & Co.302,074$25.67M0.0%+32.3%1.248%
2/12/2025 Wells Financial Advisors INC305$26K0.0%N/A0.001%
2/12/2025 Aire Advisors LLC119,279$10.14M2.1%+5.0%0.493%
2/12/2025 Prestige Wealth Management Group LLC314,261$26.70M8.3%+323,880.4%1.299%
2/11/2025 Modern Wealth Management LLC24,398$2.16M0.1%N/A0.101%
2/11/2025 LPL Financial LLC945,340$80.33M0.0%+77.4%3.906%
2/11/2025 Mosley Wealth Management6,181$540K0.3%+34.3%0.026%
2/11/2025 SigFig Wealth Management LLC8,155$694K0.0%+26.7%0.034%
2/11/2025 Absolute Capital Management LLC4,299$365K0.2%N/A0.018%
2/11/2025 Stokes Family Office LLC9,148$777K0.1%+116.8%0.038%
2/11/2025 Brooklyn FI LLC53,934$4.64M0.0%N/A0.223%
2/10/2025 Thrivent Financial for Lutherans119,923$10.46M0.0%+597.6%0.496%
2/10/2025 SSI Investment Management LLC81,358$6.91M0.5%+6.9%0.336%
2/10/2025 Creative Financial Designs Inc. ADV10,818$919K0.1%+33.2%0.045%
2/10/2025 Harbour Investments Inc.2,211$188K0.0%+35.4%0.009%
2/10/2025 Centurion Wealth Management LLC10,569$898K0.3%+10.8%0.044%
2/10/2025 Envestnet Portfolio Solutions Inc.182,740$15.53M0.1%+44.2%0.755%
2/10/2025 Tidemark LLC11,024$937K0.4%+1.3%0.046%
2/10/2025 Greykasell Wealth Strategies Inc.10,681$908K0.5%N/A0.044%
2/10/2025 Commonwealth Equity Services LLC24,780$2.11M0.0%+20.4%0.102%
2/10/2025 Avantax Advisory Services Inc.11,582$984K0.0%+5.7%0.048%
2/10/2025 Liberty Wealth Management LLC4,406$365K0.1%+37.1%0.018%
2/10/2025 Farther Finance Advisors LLC10,719$911K0.0%+32.8%0.044%
2/10/2025 EverSource Wealth Advisors LLC298$25K0.0%-32.0%0.001%
2/7/2025 PFG Advisors12,237$1.04M0.1%+21.2%0.051%
2/7/2025 Summit X LLC6,320$537K0.1%+13.0%0.026%
2/7/2025 HighTower Advisors LLC53,975$4.59M0.0%-0.8%0.223%
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2/7/2025 AMG National Trust Bank479,822$40.83M1.1%-0.2%1.983%
2/7/2025 Ashton Thomas Private Wealth LLC5,516$469K0.0%N/A0.023%
2/6/2025 Raymond James Financial Inc.99,736$8.48M0.0%N/A0.412%
2/6/2025 Atria Investments Inc25,125$2.14M0.0%+25.0%0.104%
2/6/2025 Assetmark Inc.259,371$22.04M0.1%+1.9%1.072%
2/6/2025 Triad Wealth Partners LLC14,365$1.22M0.4%N/A0.059%
2/6/2025 Synergy Investment Management LLC6,628$563K0.2%N/A0.027%
2/6/2025 TSA Wealth Managment LLC24,582$2.09M0.8%+29.0%0.102%
2/6/2025 Steward Partners Investment Advisory LLC4,906$417K0.0%+43.0%0.020%
2/6/2025 Shared Vision Wealth Group LLC8,263$702K0.4%+36.8%0.034%
(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, 356 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), Envestnet Asset Management Inc. ($124.85M), Susquehanna International Group LLP ($80.46M), LPL Financial LLC ($80.33M), 1832 Asset Management L.P. ($57.37M), New York Life Investment Management LLC ($41.86M), and AMG National Trust Bank ($40.83M).Learn more on ICVT's institutional investors.

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

Of the 327 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. ($1.35M), Tradewinds Capital Management LLC ($1.32M), Susquehanna International Group LLP ($1.02M), Financial Gravity Asset Management Inc. ($915.49K), Bank of Nova Scotia ($874.90K), 1832 Asset Management L.P. ($736.48K), and Envestnet Asset Management Inc. ($569.82K).

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

Institutional investors have bought a total of 16,623,935 shares in the last 24 months. This purchase volume represents approximately $1.32B in transactions.

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

Of the 159 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 ($1.25M), Tradewinds Capital Management LLC ($1.11M), LPL Financial LLC ($902.41K), Financial Gravity Asset Management Inc. ($844.16K), AMG National Trust Bank ($484.60K), and Assetmark Inc. ($352.05K).

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

Institutional investors have sold a total of 11,817,637 shares in the last 24 months. This volume of shares sold represents approximately $884.03M in transactions.


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This page (BATS:ICVT) was last updated on 2/22/2025 by MarketBeat.com Staff
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