iShares Convertible Bond ETFICVTETF
13F holders, Q1 2025 (March 31)354holders +5
40new positions
32sold out
3famous investors
$83.58avg. 13F price*
At the end of Q1 2025, 354 institutions reported holding iShares Convertible Bond ETF (ICVT) in their 13F filings, up 5 from Q4 2024. 40 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($226.3M), Envestnet Asset Management Inc. ($127.4M) and Goldman Sachs Group Inc. ($104.7M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Convertible Bond ETF
- CUSIP
- 46435G102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $59.5M |
| Exits | 32 | $101.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,280,915 shares bought and 2,356,741 shares sold, net −75,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| Bank of America Corp. | 0.02% | Add +10.3% | 2,706,223 | $226.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.7% | 1,523,827 | $127.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +36.4% | 1,252,000 | $104.7M |
| LPL Financial LLC | 0.03% | Add +0.3% | 948,047 | $79.3M |
| AMG National Trust Bank | 1.15% | Add +1.9% | 488,995 | $40.9M |
| BlackRock, Inc. | 0.00% | Add +6.7% | 456,220 | $38.1M |
| Advisory Alpha, LLC | 1.26% | Add +0.2% | 444,378 | $37.1M |
| Greenleaf Trust | 0.34% | Add +3.0% | 443,129 | $37.1M |
| New York Life Investment Management LLC | 0.37% | Reduce -10.7% | 439,951 | $36.8M |
| Lebenthal Global Advisors, LLC | 6.55% | Reduce -0.1% | 417,681 | $34.9M |
| Morgan Stanley | 0.00% | Add +3.5% | 375,627 | $31.4M |
| Howard Capital Management, LLC | 0.71% | Add +0.2% | 338,606 | $28.3M |
| Prestige Wealth Management Group LLC | 5.70% | Add +1.4% | 318,815 | $26.7M |
| Baker Avenue Asset Management, LP | 0.83% | Add +15.6% | 315,977 | $26.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.0% | 280,773 | $23.5M |
| Alliancebernstein L.P. | 0.01% | No change | 276,400 | $23.1M |
| Pictet North America Advisors SA | 2.14% | Add +11.6% | 255,794 | $21.4M |
| Deutsche Bank AG | 0.01% | New | 248,000 | $20.7M |
| Cwm, LLC | 0.08% | Add +1.6% | 225,798 | $18.9M |
| Tradewinds Capital Management, LLC | 4.66% | Add +0.1% | 207,791 | $17.4M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 205,632 | $17.2M |
| Osaic Holdings, Inc. | 0.04% | Add +153.6% | 205,311 | $17.2M |
| Cetera Investment Advisers | 0.03% | Reduce -12.0% | 203,737 | $17.0M |
| BlueStem Wealth Partners, LLC | 2.26% | Add +507.3% | 198,516 | $16.6M |
| OneDigital Investment Advisors LLC | 0.18% | Add +1.3% | 183,228 | $15.3M |
| Nomura Asset Management Co. Ltd. | 0.04% | No change | 174,636 | $14.6M |
| Adams Wealth Management | 2.83% | Reduce -2.3% | 172,416 | $14.4M |
| CacheTech Inc. | 2.81% | Reduce -2.1% | 174,968 | $14.4M |
| Certified Advisory Corp | 1.57% | Reduce -1.5% | 165,636 | $13.8M |
| Cornerstone Planning Group LLC | 3.28% | Add +0.7% | 164,936 | $13.7M |
| Tme Financial, Inc. | 11.45% | Add +10.4% | 157,641 | $13.2M |
| Osborne Partners Capital Management, LLC | 0.75% | Add +5.1% | 155,237 | $13.0M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -17.2% | 151,297 | $12.6M |
| 360 Financial, Inc. | 4.42% | Add +3.4% | 146,217 | $12.2M |
| Onyx Bridge Wealth Group LLC | 1.62% | Add +49.7% | 135,012 | $11.3M |
| MML Investors Services, LLC | 0.04% | Add +1.5% | 133,840 | $11.2M |
| Insight Wealth Strategies, LLC | 1.45% | Add +1.2% | 128,760 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | No change | 119,923 | $10.5M |
| Aire Advisors, LLC | 2.13% | Add +1.6% | 121,140 | $10.1M |
| 1832 Asset Management L.P. | 0.02% | Reduce -81.8% | 120,693 | $10.1M |
| Guggenheim Capital LLC | 0.09% | Add +5.5% | 120,352 | $10.1M |
| Hilltop Partners LLC | 3.24% | Add +25.9% | 114,737 | $9.6M |
| Stifel Financial Corp. | 0.01% | Add +6.2% | 105,415 | $8.8M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 99,793 | $8.3M |
| UBS Group AG | 0.00% | Add +14.8% | 94,848 | $7.9M |
| Assetmark, Inc. | 0.02% | Reduce -63.6% | 94,347 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -17.3% | 92,830 | $7.8M |
| Foundations Investment Advisors, LLC | 0.14% | Add +19.3% | 91,597 | $7.7M |
| NewEdge Advisors, LLC | 0.05% | Add +9.5% | 91,236 | $7.6M |
| Park Avenue Securities LLC | 0.08% | Add +2.3% | 80,120 | $6.7M |
| Financial Gravity Asset Management, Inc. | 1.46% | — | 80,059 | $6.7M |
| Systelligence, LLC | 1.59% | New | 79,328 | $6.6M |
| Ssi Investment Management LLC | 2.63% | Reduce -4.3% | 77,854 | $6.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.9% | 75,835 | $6.3M |
| Elequin Capital, LP | 1.64% | New | 74,362 | $6.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 68,877 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.1% | 67,499 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 66,921 | $5.6M |
| Mariner, LLC | 0.01% | Add +159.0% | 66,397 | $5.6M |
| Ameritas Advisory Services, LLC | 0.22% | New | 65,385 | $5.5M |
| Mascagni Wealth Management, Inc. | 5.36% | No change | 64,392 | $5.4M |
| Centerline Wealth Advisors, LLC | 3.18% | Reduce -1.6% | 63,808 | $5.3M |
| Jane Street Group, LLC | 0.01% | Reduce -39.4% | 62,066 | $5.2M |
| Equitable Holdings, Inc. | 0.05% | Add +6.0% | 61,291 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +10.4% | 59,593 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.6% | 59,206 | $5.0M |
| CreativeOne Wealth, LLC | 0.15% | Add +4.7% | 58,213 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 54,768 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.2% | 53,959 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -4.1% | 51,943 | $4.3M |
| IHT Wealth Management, LLC | 0.13% | Add +0.8% | 51,287 | $4.3M |
| Baron Financial Group, LLC | 2.58% | Add +0.5% | 49,071 | $4.1M |
| Wetzel Investment Advisors, Inc. | 2.04% | Add +1.8% | 48,113 | $4.0M |
| Fig Financial Advisory Services Inc. | 2.83% | Reduce -15.1% | 47,949 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +4.1% | 45,232 | $3.8M |
| National Bank of Canada | 0.00% | New | 43,500 | $3.6M |
| Horizon Financial Services, LLC | 1.96% | Add +3.2% | 42,012 | $3.5M |
| Central Pacific Bank - Trust Division | 0.49% | Reduce -0.9% | 40,401 | $3.4M |
| Armor Investment Advisors, LLC | 1.33% | New | 38,500 | $3.2M |
| Capital Wealth Management, LLC | 1.31% | Add +0.4% | 37,677 | $3.2M |
| Florin Court Capital LLP | 3.18% | Reduce -32.7% | 36,708 | $3.1M |
| CW Advisors, LLC | 0.04% | New | 35,504 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +30.8% | 32,410 | $2.7M |
| FFG Retirement Advisors LLC | 1.82% | Add +1106.8% | 31,993 | $2.7M |
| Ascent Group, LLC | 0.11% | Add +167.3% | 31,411 | $2.6M |
| SteelPeak Wealth, LLC | 0.11% | Add +14.0% | 31,270 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +4.4% | 29,288 | $2.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.8% | 28,538 | $2.4M |
| Kestra Investment Management, LLC | 0.05% | Add +25.9% | 31,028 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +9.8% | 27,590 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -1.4% | 27,295 | $2.3M |
| Merit Financial Group, LLC | 0.03% | Add +498.8% | 25,737 | $2.2M |
| TSA Wealth Managment LLC | 0.83% | Add +1.8% | 25,024 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.19% | Add +0.2% | 24,995 | $2.1M |
| IFP Advisors, Inc | 0.06% | Add +462.5% | 24,834 | $2.1M |
| Modern Wealth Management, LLC | 0.06% | Reduce -0.0% | 24,253 | $2.0M |
| Dynasty Wealth Management, LLC | 0.03% | Add +47.1% | 24,228 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | New | 22,803 | $1.9M |
| Provident Wealth Management, LLC | 0.66% | Reduce -7.3% | 22,802 | $1.9M |
| KFG Wealth Management, LLC | 0.34% | Reduce -28.9% | 22,437 | $1.9M |
"% of holder's portfolio" is ICVT's weight in each manager's 13F, not the share of iShares Convertible Bond ETF the manager owns.