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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-5,309-42.0%7,318$890.91KQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+110,600+168.3%176,300$21.46MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-15,638-27.3%41,747$5.08MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-6-54.5%5$609.00Q2 2026Sep 02, 2026
Provida Pension Fund AdministratorSell-3,956,420-100.0%0$0.00Q2 2026Aug 28, 2026
Mercer Global Advisors IncBuy+482+1.6%31,130$3.79MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-287-10.7%2,387$290.54KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-17,717-55.6%14,127$1.71MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,555+4.9%75,740$9.17MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-745-16.6%3,753$456.99KQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+55+0.8%6,710$816.88KQ2 2026Aug 17, 2026
Jane Street Group, LlcSell-809,424-95.1%41,356$5.03MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+324,969324,969$39.56MQ2 2026Aug 14, 2026
Prestige Wealth Management Group LlcSell-296,945-99.8%644$78.40KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-187,971-27.7%491,494$59.83MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-68,232-91.6%6,261$762.23KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+59,61659,616$7.26MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-49,812-76.3%15,513$1.89MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-33,375-15.9%177,077$18.02MQ2 2026Aug 14, 2026
Mcmorgan & Co LlcBuy+30,973+39.1%110,144$13.41MQ2 2026Aug 14, 2026
Cambria Investment Management, L.P.Buy+16,287+35.5%62,192$7.56MQ2 2026Aug 14, 2026
Verition Fund Management LlcBuy+15,00015,000$1.83MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+13,777+18.0%90,504$11.02MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-13,139-10.4%112,782$13.72MQ2 2026Aug 14, 2026
Q3 Asset ManagementBuy+12,43312,433$1.51MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+11,629+0.5%2,373,276$288.92MQ2 2026Aug 14, 2026
Aire Advisors, LlcBuy+5,431+4.3%132,152$16.09MQ2 2026Aug 14, 2026
Synergy Investment Management, LlcSell-5,067-91.4%479$58.28KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-3,966-79.0%1,056$128.61KQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcBuy+3,882+336.7%5,035$612.96KQ2 2026Aug 14, 2026
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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.