ISHARES CONVERTIBLE BOND ETF (ICVT) Institutional Ownership Changes & 13F Activity
ISHARES CONVERTIBLE BOND ETF (ICVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Provida Pension Fund Administrator, Jane Street Group, Llc, Ameriprise Financial Inc, Prestige Wealth Management Group Llc, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -5,309 | -42.0% | 7,318 | $890.91K | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +110,600 | +168.3% | 176,300 | $21.46M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -15,638 | -27.3% | 41,747 | $5.08M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -6 | -54.5% | 5 | $609.00 | Q2 2026 | Sep 02, 2026 |
| Provida Pension Fund Administrator | Sell | -3,956,420 | -100.0% | 0 | $0.00 | Q2 2026 | Aug 28, 2026 |
| Mercer Global Advisors Inc | Buy | +482 | +1.6% | 31,130 | $3.79M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -287 | -10.7% | 2,387 | $290.54K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -17,717 | -55.6% | 14,127 | $1.71M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +3,555 | +4.9% | 75,740 | $9.17M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -745 | -16.6% | 3,753 | $456.99K | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +55 | +0.8% | 6,710 | $816.88K | Q2 2026 | Aug 17, 2026 |
| Jane Street Group, Llc | Sell | -809,424 | -95.1% | 41,356 | $5.03M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +324,969 | — | 324,969 | $39.56M | Q2 2026 | Aug 14, 2026 |
| Prestige Wealth Management Group Llc | Sell | -296,945 | -99.8% | 644 | $78.40K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -187,971 | -27.7% | 491,494 | $59.83M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -68,232 | -91.6% | 6,261 | $762.23K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +59,616 | — | 59,616 | $7.26M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -49,812 | -76.3% | 15,513 | $1.89M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -33,375 | -15.9% | 177,077 | $18.02M | Q2 2026 | Aug 14, 2026 |
| Mcmorgan & Co Llc | Buy | +30,973 | +39.1% | 110,144 | $13.41M | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | Buy | +16,287 | +35.5% | 62,192 | $7.56M | Q2 2026 | Aug 14, 2026 |
| Verition Fund Management Llc | Buy | +15,000 | — | 15,000 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,777 | +18.0% | 90,504 | $11.02M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -13,139 | -10.4% | 112,782 | $13.72M | Q2 2026 | Aug 14, 2026 |
| Q3 Asset Management | Buy | +12,433 | — | 12,433 | $1.51M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +11,629 | +0.5% | 2,373,276 | $288.92M | Q2 2026 | Aug 14, 2026 |
| Aire Advisors, Llc | Buy | +5,431 | +4.3% | 132,152 | $16.09M | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, Llc | Sell | -5,067 | -91.4% | 479 | $58.28K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -3,966 | -79.0% | 1,056 | $128.61K | Q2 2026 | Aug 14, 2026 |
| Jpl Wealth Management, Llc | Buy | +3,882 | +336.7% | 5,035 | $612.96K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ICVT activity
Which institutional owners are buying ICVT?
Institutional owners buying ICVT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ICVT activity?
"Buy" means an investor increased their reported position in ICVT compared to the prior reporting period. This reflects growing exposure to ISHARES CONVERTIBLE BOND ETF (ICVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ICVT increasing?
Institutional interest in ICVT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.