Who Owns iShares Convertible Bond ETF (ICVT)?Hedge Fund & Institutional Holders

$102.26+0.23 (+0.23%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$78.98$85.71$92.44$99.18$105.91Sep 24Jun 25Mar 26

ICVT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GREENLEAF TRUSTNew Position+451K+$44.4B
Baker Avenue Asset Management, LPNew Position+336K+$33.0B
Cornerstone Planning Group LLCNew Position+170K+$18.0B
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCNew Position+151K+$14.8B
Independence Financial Advisors, LLCNew Position+123K+$12.1B
AMERIPRISE FINANCIAL INCIncreased+127K+$11.5B
Onyx Bridge Wealth Group LLCNew Position+83K+$8.2B
SSI INVESTMENT MANAGEMENT LLCNew Position+74K+$7.3B
TME FINANCIAL, INC.Increased+73K+$7.2B
Plan Group Financial, LLCNew Position+57K+$5.6B
B. Riley Wealth Advisors, Inc.New Position+52K+$5.1B
WETZEL INVESTMENT ADVISORS, INC.New Position+46K+$4.6B
Friedenthal FinancialNew Position+43K+$4.2B
Ascent Group, LLCNew Position+31K+$3.0B
SteelPeak Wealth, LLCNew Position+27K+$2.7B

ICVT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisory Alpha, LLCDecreased-11K-$45.6B
NEW YORK LIFE INVESTMENT MANAGEMENT LLCDecreased-118K-$39.4B
OSAIC HOLDINGS, INC.Decreased-130K-$13.8B
GOLDMAN SACHS GROUP INCDecreased-74K-$9.1B
RENAISSANCE TECHNOLOGIES LLCClosed Position-68K-$6.8B
Dynamic Advisor Solutions LLCDecreased-42K-$5.5B
Hershey Financial Advisers, LLCClosed Position-45K-$4.5B
Tidal Investments LLCDecreased-35K-$4.4B
Centerline Wealth Advisors, LLCDecreased-42K-$4.3B
Elequin Capital, LPClosed Position-41K-$4.1B
PLANWISER FINANCIAL, LLCClosed Position-40K-$4.1B
ASSETMARK, INCDecreased-36K-$3.9B
Prestige Wealth Management Group LLCDecreased-25K-$3.0B
ALLIANCEBERNSTEIN L.P.Decreased-16K-$2.1B
BlueStem Wealth Partners, LLCDecreased-19K-$2.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,709,613$168.0B0.01%Share
2GOLDMAN SACHS GROUP INC936,900$92.0B0.01%Share
3BANK OF AMERICA CORP /DE/679,729$66.0B0.00%Share
4AMG National Trust Bank511,228$50.4B1.18%Share
51832 Asset Management L.P.462,635$45.0B0.03%Share
6GREENLEAF TRUST450,346$44.4B0.41%Share
7AMERIPRISE FINANCIAL INC380,327$37.0B0.01%Share
8Baker Avenue Asset Management, LP336,190$33.0B0.76%Share
9Prestige Wealth Management Group LLC295,019$29.1B5.54%Share
10JPMORGAN CHASE & CO246,000$24.0B0.00%Share
11ALLIANCEBERNSTEIN L.P.224,777$22.0B0.01%Share
12Cornerstone Planning Group LLC169,980$18.0B2.81%Share
13ASSETMARK, INC178,326$17.6B0.04%Share
14OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC150,648$14.8B0.76%Share
15CacheTech Inc.139,508$13.7B2.55%Share
16OneDigital Investment Advisors LLC137,270$13.0B0.13%Share
17AIRE ADVISORS, LLC124,772$12.3B2.25%Share
18Independence Financial Advisors, LLC123,306$12.1B3.34%Share
19GUGGENHEIM CAPITAL LLC128,579$12.0B0.09%Share
20BlueStem Wealth Partners, LLC118,571$11.7B1.29%Share
21Advance Capital Management, Inc.114,793$11.3B0.48%Share
22NOMURA ASSET MANAGEMENT CO LTD112,849$11.0B0.03%Share
23TME FINANCIAL, INC.111,597$11.0B7.72%Share
24STIFEL FINANCIAL CORP110,352$10.0B0.01%Share
25UBS Group AG93,022$9.2B0.00%Share
26Hilltop Partners LLC91,754$9.0B2.33%Share
27Financial Gravity Asset Management, Inc.85,926$8.5B1.63%Share
28Onyx Bridge Wealth Group LLC82,967$8.2B0.87%Share
29Mascagni Wealth Management, Inc.74,350$7.3B5.46%Share
30SSI INVESTMENT MANAGEMENT LLC74,253$7.3B0.50%Share
31RAYMOND JAMES FINANCIAL INC76,493$7.0B0.00%Share
32UNITED CAPITAL FINANCIAL ADVISORS, LLC61,788$6.0B0.04%Share
33IHT Wealth Management, LLC61,247$6.0B0.15%Share
34OSAIC HOLDINGS, INC.69,774$6.0B0.01%Share
35Plan Group Financial, LLC57,309$5.6B1.46%Share
36B. Riley Wealth Advisors, Inc.52,081$5.1B0.24%Share
37MERCER GLOBAL ADVISORS INC /ADV86,185$5.0B0.01%Share
38Baron Financial Group, LLC49,720$4.9B2.63%Share
39CAPITAL WEALTH MANAGEMENT, LLC48,484$4.8B1.54%Share
40WETZEL INVESTMENT ADVISORS, INC.46,416$4.6B1.85%Share
41Friedenthal Financial42,557$4.2B2.16%Share
42HORIZON FINANCIAL SERVICES, LLC41,750$4.1B1.87%Share
43Equitable Holdings, Inc.44,600$4.0B0.03%Share
44Cambria Investment Management, L.P.44,594$4.0B0.23%Share
45CreativeOne Wealth, LLC41,157$4.0B0.10%Share
46ROYAL BANK OF CANADA45,812$4.0B0.00%Share
47Central Pacific Bank - Trust Division32,070$3.2B0.39%Share
48OSAIC HOLDINGS, INC.32,392$3.0B0.00%Share
49Spectrum Planning & Advisory Services Inc.29,127$2.9B1.48%Share
50Ascent Group, LLC28,180$2.8B0.09%Share

ICVT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025371$1.0T+182
Q3 2025189$868.3B-126
Q2 2025315$1.1T-35
Q1 2025350$1.4T+73
Q4 2024277$82.2T+74
Q3 2024203$248.6T-5
Q2 2024208$181.2T+33
Q1 2024175$138.0T—

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As of Q4 2025, 50 institutional investors hold ICVT (iShares Convertible Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $168.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own ICVT?

As of Q4 2025, 50 institutional investors report holding ICVT (iShares Convertible Bond ETF) in their 13F filings.

Who is the largest institutional holder of ICVT?

The largest institutional holder of ICVT is BANK OF AMERICA CORP /DE/ with $168.0B in shares.

Is institutional ownership of ICVT increasing or decreasing?

This quarter, 13 institutions opened new positions in ICVT and 4 closed their positions.