ISHARES CONVERTIBLE BOND ETF (ICVT) Institutional Shareholders
ISHARES CONVERTIBLE BOND ETF (ICVT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.92B in ICVT holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ICVT tracked by InsiderSet, reporting ownership valued at approximately $240.39M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $267.41M, representing an estimated gain of +11.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed ICVT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, 1832 Asset Management L.P., and several other long-term asset managers with concentrated positions in ISHARES CONVERTIBLE BOND ETF (ICVT).
This page ranks the largest institutional ICVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
401
Total Reported Value
$1.92B
Largest Holder
Bank Of America Corp
Largest Position
$240.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 2,361,647 | $240,392,037 | $267,409,290 | +$27,017,253 | +11.24% | |
| Lpl Financial Llc | 0.03% | 925,628 | $94,219,672 | $104,808,858 | +$10,589,186 | +11.24% | |
| 1832 Asset Management L.P. | 0.12% | 857,160 | $87,250,316 | $97,056,227 | +$9,805,911 | +11.24% | |
| Jane Street Group, Llc | 0.09% | 850,780 | $86,600,896 | $96,333,819 | +$9,732,923 | +11.24% | |
| Envestnet Asset Management Inc | 0.02% | 710,158 | $86,454,615 | $80,411,190 | -$6,043,425 | -6.99% | |
| Goldman Sachs Group Inc | 0.01% | 679,465 | $69,162,743 | $76,935,822 | +$7,773,079 | +11.24% | |
| Amg National Trust Bank | 1.25% | 565,061 | $57,517,575 | $63,981,857 | +$6,464,282 | +11.24% | |
| Greenleaf Trust | 0.52% | 444,077 | $54,061,874 | $50,282,839 | -$3,779,035 | -6.99% | |
| Advisory Alpha, Llc | 1.16% | 415,222 | $42,269,809 | $47,015,587 | +$4,745,778 | +11.23% | |
| Baker Avenue Asset Management, Lp | 0.77% | 334,411 | $40,711,215 | $37,865,358 | -$2,845,857 | -6.99% | |
| Ameriprise Financial Inc | 0.01% | 346,875 | $35,536,691 | $39,276,656 | +$3,739,965 | +10.52% | |
| Howard Capital Management Inc. | 0.41% | 281,042 | $34,214,053 | $31,822,386 | -$2,391,667 | -6.99% | |
| Morgan Stanley | 0.00% | 334,070 | $34,005,016 | $37,826,746 | +$3,821,730 | +11.24% | |
| Ocean Park Asset Management, Llc | 1.52% | 258,837 | $31,510,816 | $29,308,114 | -$2,202,702 | -6.99% | |
| Prestige Wealth Management Group Llc | 5.95% | 297,589 | $30,291,585 | $33,696,002 | +$3,404,417 | +11.24% | |
| New York Life Investment Management Llc | 0.26% | 296,371 | $30,167,604 | $33,558,088 | +$3,390,484 | +11.24% | |
| Blackrock, Inc. | 0.00% | 250,651 | $25,513,765 | $28,381,213 | +$2,867,448 | +11.24% | |
| Tradewinds Capital Management, Llc | 4.32% | 199,640 | $24,304,122 | $22,605,237 | -$1,698,885 | -6.99% | |
| Certified Advisory Corp | 1.89% | 192,216 | $23,400,382 | $21,764,618 | -$1,635,764 | -6.99% | |
| Mml Investors Services, Llc | 0.06% | 227,482 | $23,155,397 | $25,757,787 | +$2,602,390 | +11.24% | |
| Cornerstone Planning Group Llc | 2.65% | 180,323 | $21,009,391 | $20,417,973 | -$591,418 | -2.82% | |
| Alliancebernstein L.P. | 0.01% | 210,452 | $20,729,522 | $23,829,480 | +$3,099,958 | +14.95% | |
| Tme Financial, Inc. | 12.46% | 165,728 | $20,175,765 | $18,765,381 | -$1,410,384 | -6.99% | |
| Systelligence, Llc | 3.37% | 165,710 | $20,173,535 | $18,763,343 | -$1,410,192 | -6.99% | |
| Independence Financial Advisors, Llc | 4.46% | 141,376 | $17,211,070 | $16,008,004 | -$1,203,066 | -6.99% | |
| Cwm, Llc | 0.04% | 164,247 | $16,718,727 | $18,597,688 | +$1,878,961 | +11.24% | |
| Assetmark, Inc | 0.03% | 136,735 | $16,646,119 | $15,482,504 | -$1,163,615 | -6.99% | |
| Bluestem Wealth Partners, Llc | 1.82% | 161,206 | $16,409,127 | $18,253,355 | +$1,844,228 | +11.24% | |
| Cetera Investment Advisers | 0.02% | 156,337 | $15,913,504 | $17,702,039 | +$1,788,535 | +11.24% | |
| Osborne Partners Capital Management, Llc | 0.81% | 149,672 | $15,235,078 | $16,947,361 | +$1,712,283 | +11.24% | |
| Cachetech Inc. | 2.77% | 141,110 | $14,363,588 | $15,977,885 | +$1,614,297 | +11.24% | |
| Onedigital Investment Advisors Llc | 0.13% | 135,155 | $13,757,456 | $15,303,601 | +$1,546,145 | +11.24% | |
| Onyx Bridge Wealth Group Llc | 1.23% | 112,640 | $13,712,754 | $12,754,227 | -$958,527 | -6.99% | |
| Guggenheim Capital Llc | 0.11% | 133,848 | $13,624,388 | $15,155,609 | +$1,531,221 | +11.24% | |
| Adams Wealth Management | 2.96% | 132,569 | $13,494,200 | $15,010,788 | +$1,516,588 | +11.24% | |
| Raymond James Financial Inc | 0.00% | 132,483 | $13,485,503 | $15,001,050 | +$1,515,547 | +11.24% | |
| Aire Advisors, Llc | 2.36% | 126,721 | $12,898,918 | $14,348,619 | +$1,449,701 | +11.24% | |
| Ssi Investment Management Llc | 0.80% | 114,065 | $11,610,676 | $12,915,580 | +$1,304,904 | +11.24% | |
| Nomura Asset Management Co Ltd | 0.03% | 110,269 | $11,224,282 | $12,485,759 | +$1,261,477 | +11.24% | |
| Advance Capital Management, Inc. | 0.42% | 109,915 | $11,188,228 | $12,445,675 | +$1,257,447 | +11.24% | |
| Mascagni Wealth Management, Inc. | 6.19% | 81,824 | $9,961,304 | $9,264,932 | -$696,372 | -6.99% | |
| B. Riley Wealth Advisors, Inc. | 0.54% | 81,888 | $9,892,853 | $9,272,178 | -$620,675 | -6.27% | |
| Stifel Financial Corp | 0.01% | 94,553 | $9,624,559 | $10,706,236 | +$1,081,677 | +11.24% | |
| Hilltop Partners Llc | 2.44% | 93,308 | $9,497,812 | $10,565,265 | +$1,067,453 | +11.24% | |
| Ubs Group Ag | 0.00% | 90,266 | $9,188,176 | $10,220,819 | +$1,032,643 | +11.24% | |
| Financial Gravity Asset Management, Inc. | 1.60% | 88,465 | $9,004,899 | $10,016,892 | +$1,011,993 | +11.24% | |
| Envestnet Portfolio Solutions, Inc. | 0.04% | 73,943 | $9,001,828 | $8,372,566 | -$629,262 | -6.99% | |
| 360 Financial, Inc. | 2.51% | 81,831 | $8,329,594 | $9,265,724 | +$936,130 | +11.24% | |
| Mcmorgan & Co Llc | 1.30% | 79,171 | $8,058,816 | $8,964,532 | +$905,716 | +11.24% | |
| Osaic Holdings, Inc. | 0.01% | 76,727 | $7,812,344 | $8,687,798 | +$875,454 | +11.21% |
Frequently asked questions about ICVT
Who owns the most ICVT stock?
The largest holders of ICVT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CONVERTIBLE BOND ETF (ICVT).
Is ICVT widely held by superinvestors?
Many widely followed stocks like ICVT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ICVT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.