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 $2.41B in ICVT holdings during the latest filing period.
Provida Pension Fund Administrator is currently the largest disclosed institutional shareholder of ICVT tracked by InsiderSet, reporting ownership valued at approximately $402.72M 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 $447.43M, representing an estimated gain of +11.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed ICVT value among the investors covered in this analysis. Major shareholders include Provida Pension Fund Administrator, Bank Of America Corp, Lpl Financial Llc, 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
398
Total Reported Value
$2.41B
Largest Holder
Provida Pension Fund Administrator
Largest Position
$402.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Provida Pension Fund Administrator | 6.77% | 3,956,420 | $402,723,992 | $447,431,538 | +$44,707,546 | +11.10% | |
| Bank Of America Corp | 0.02% | 2,373,276 | $288,922,595 | $268,393,783 | -$20,528,812 | -7.11% | |
| Lpl Financial Llc | 0.02% | 821,702 | $100,034,019 | $92,926,279 | -$7,107,740 | -7.11% | |
| 1832 Asset Management L.P. | 0.11% | 734,942 | $89,471,839 | $83,114,591 | -$6,357,248 | -7.11% | |
| Envestnet Asset Management Inc | 0.02% | 710,158 | $86,454,615 | $80,311,768 | -$6,142,847 | -7.11% | |
| Amg National Trust Bank | 1.44% | 574,642 | $69,956,918 | $64,986,264 | -$4,970,654 | -7.11% | |
| Goldman Sachs Group Inc | 0.01% | 491,494 | $59,834,480 | $55,583,056 | -$4,251,424 | -7.11% | |
| Greenleaf Trust | 0.52% | 444,077 | $54,061,874 | $50,220,668 | -$3,841,206 | -7.11% | |
| Advisory Alpha, Llc | 1.20% | 403,189 | $49,089,434 | $45,596,644 | -$3,492,790 | -7.12% | |
| New York Life Investment Management Llc | 0.33% | 383,882 | $46,733,795 | $43,413,215 | -$3,320,580 | -7.11% | |
| Morgan Stanley | 0.00% | 362,461 | $44,126,070 | $40,990,714 | -$3,135,356 | -7.11% | |
| Baker Avenue Asset Management, Lp | 0.77% | 334,411 | $40,711,215 | $37,818,540 | -$2,892,675 | -7.11% | |
| Ameriprise Financial Inc | 0.01% | 324,969 | $39,560,357 | $36,750,744 | -$2,809,613 | -7.10% | |
| Mml Investors Services, Llc | 0.07% | 282,239 | $34,359,780 | $31,918,409 | -$2,441,371 | -7.11% | |
| Howard Capital Management Inc. | 0.41% | 281,042 | $34,214,053 | $31,783,040 | -$2,431,013 | -7.11% | |
| Ocean Park Asset Management, Llc | 1.52% | 258,837 | $31,510,816 | $29,271,876 | -$2,238,940 | -7.11% | |
| Jpmorgan Chase & Co | 0.00% | 213,666 | $25,813,057 | $24,163,488 | -$1,649,569 | -6.39% | |
| Tradewinds Capital Management, Llc | 4.32% | 199,640 | $24,304,122 | $22,577,288 | -$1,726,834 | -7.11% | |
| Certified Advisory Corp | 1.89% | 192,216 | $23,400,382 | $21,737,707 | -$1,662,675 | -7.11% | |
| Allianz Asset Management Gmbh | 0.02% | 176,300 | $21,462,762 | $19,937,767 | -$1,524,995 | -7.11% | |
| Cornerstone Planning Group Llc | 2.65% | 180,323 | $21,009,391 | $20,392,728 | -$616,663 | -2.94% | |
| Tme Financial, Inc. | 12.46% | 165,728 | $20,175,765 | $18,742,180 | -$1,433,585 | -7.11% | |
| Systelligence, Llc | 3.37% | 165,710 | $20,173,535 | $18,740,144 | -$1,433,391 | -7.11% | |
| Osborne Partners Capital Management, Llc | 1.02% | 150,291 | $18,296,394 | $16,996,409 | -$1,299,985 | -7.11% | |
| Alliancebernstein L.P. | 0.01% | 177,077 | $18,024,668 | $20,025,638 | +$2,000,970 | +11.10% | |
| Independence Financial Advisors, Llc | 4.46% | 141,376 | $17,211,070 | $15,988,212 | -$1,222,858 | -7.11% | |
| Cwm, Llc | 0.04% | 164,247 | $16,718,727 | $18,574,693 | +$1,855,966 | +11.10% | |
| Assetmark, Inc | 0.03% | 136,735 | $16,646,119 | $15,463,361 | -$1,182,758 | -7.11% | |
| Raymond James Financial Inc | 0.00% | 134,574 | $16,383,048 | $15,218,974 | -$1,164,074 | -7.11% | |
| Guggenheim Capital Llc | 0.10% | 132,179 | $16,091,471 | $14,948,123 | -$1,143,348 | -7.11% | |
| Aire Advisors, Llc | 2.62% | 132,152 | $16,088,225 | $14,945,070 | -$1,143,155 | -7.11% | |
| Cachetech Inc. | 2.60% | 132,084 | $16,079,958 | $14,937,380 | -$1,142,578 | -7.11% | |
| Bluestem Wealth Partners, Llc | 1.53% | 126,255 | $15,370,242 | $14,278,178 | -$1,092,064 | -7.11% | |
| Adams Wealth Management | 2.84% | 121,966 | $14,848,192 | $13,793,135 | -$1,055,057 | -7.11% | |
| Cetera Investment Advisers | 0.01% | 120,496 | $14,669,094 | $13,626,893 | -$1,042,201 | -7.10% | |
| Nomura Asset Management Co Ltd | 0.03% | 117,119 | $14,258,067 | $13,244,988 | -$1,013,079 | -7.11% | |
| Thrivent Financial For Lutherans | 0.02% | 112,782 | $13,722,000 | $12,754,516 | -$967,484 | -7.05% | |
| Onyx Bridge Wealth Group Llc | 1.23% | 112,640 | $13,712,754 | $12,738,458 | -$974,296 | -7.11% | |
| Mcmorgan & Co Llc | 2.02% | 110,144 | $13,409,034 | $12,456,185 | -$952,849 | -7.11% | |
| Hilltop Partners Llc | 3.23% | 109,390 | $13,317,162 | $12,370,915 | -$946,247 | -7.11% | |
| Advance Capital Management, Inc. | 0.40% | 102,709 | $12,503,841 | $11,615,361 | -$888,480 | -7.11% | |
| Mcadam, Llc | 0.43% | 91,288 | $11,113,346 | $10,323,760 | -$789,586 | -7.10% | |
| Osaic Holdings, Inc. | 0.01% | 90,504 | $11,020,875 | $10,235,097 | -$785,778 | -7.13% | |
| Ubs Group Ag | 0.00% | 89,109 | $10,848,130 | $10,077,337 | -$770,793 | -7.11% | |
| Newedge Advisors, Llc | 0.03% | 85,064 | $10,355,702 | $9,619,888 | -$735,814 | -7.11% | |
| Blackrock, Inc. | 0.00% | 82,341 | $10,024,193 | $9,311,944 | -$712,249 | -7.11% | |
| Mascagni Wealth Management, Inc. | 6.19% | 81,824 | $9,961,304 | $9,253,476 | -$707,828 | -7.11% | |
| 360 Financial, Inc. | 2.45% | 79,336 | $9,658,381 | $8,972,108 | -$686,273 | -7.11% | |
| Stifel Financial Corp | 0.01% | 75,630 | $9,207,196 | $8,552,997 | -$654,199 | -7.11% | |
| Equitable Holdings, Inc. | 0.05% | 75,740 | $9,172,757 | $8,565,437 | -$607,320 | -6.62% |
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.