ICVT

Ishares Convertible Bond ETF

-$140.1M

Net Activity

Institutions Holding

401

Popularity Rank

#1447

Avg Weight

0.32%

Total Value

$1.9B

Ownership Trend

401 institutions currently hold ICVT, with 190 net buyers and 219 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

219

Net Buying Institutions

190

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$240.4M
EA
Envestnet Asset Management INC
$104.1M
LF
LPL Financial LLC
$94.2M
1A
1832 Asset Management L.P.
$87.3M
JS
Jane Street Group, LLC
$86.6M

Top 5 by Conviction

TF
Tme Financial, INC.
11.33%
PW
Prestige Wealth Management Group LLC
5.95%
MW
Mascagni Wealth Management, Inc.
5.89%
TC
Tradewinds Capital Management, LLC
4.24%
IF
Independence Financial Advisors, LLC
3.79%
View all 401 holding institutions

Quarterly Activity

Recent Activity

+$844.6M

Total Buy Value

$1.5B

Total Sell Value

New buy67
Trim175
Add123
Sold out44

190

Net Buyers

219

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES CONVERTIBLE BOND ETF (ICVT)?
Major stakeholders currently include Bank Of America CORP /de/ ($240.4M), Envestnet Asset Management INC ($104.1M), LPL Financial LLC ($94.2M). Based on the latest 13F filings, there are a total of 401 tracked investment funds and institutions maintaining positions in ICVT.
What is the overall institutional sentiment toward ICVT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $140.1M, driven by 190 managers accumulating shares while 219 reduced their exposure.
Which institutions have been selling or reducing their ICVT positions?
In the latest period, 175 funds trimmed their holdings, and 44 managers completely exited their positions. The aggregate reported sell value was $1.5B.
Are there any notable investors adding ICVT to their portfolios?
Yes, buying activity remains notable. 67 institutions opened new positions in {ticker}, and 123 existing holders added to their shares. The total reported buy value for the quarter amounted to $844.6M.

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