Who Owns ICVT?
iShares Convertible Bond ETF — Institutional Ownership & 13F Holdings
$112.79
+1.63 (+1.47%)
Market Cap
$3.0B
Shares Outstanding
29,030,909
Institutional Holders
348
Total Inst. Value
$2.2B
% of Float Held
—
QoQ Holder Change
+173
Institutional data as of Q1 2025
New Positions
99
Closed Positions
28
Increased
135
Decreased
82
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $902.7M | 10,796 |
| 2 | BANK OF AMERICA CORP /DE/ | $226.3M | 2,706,223 |
| 3 | GOLDMAN SACHS GROUP INC | $104.7M | 1,252,000 |
| 4 | AMG National Trust Bank | $40.9M | 488,995 |
| 5 | BlackRock, Inc. | $38.1M | 456,220 |
| 6 | Lebenthal Global Advisors, LLC | $34.9M | 417,681 |
| 7 | MORGAN STANLEY | $31.4M | 375,627 |
| 8 | Howard Capital Management Inc. | $28.3M | 338,606 |
| 9 | Prestige Wealth Management Group LLC | $26.7M | 318,815 |
| 10 | Baker Avenue Asset Management, LP | $26.4M | 315,977 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +435 | $902.7M |
| BANK OF AMERICA CORP /DE/ | +252K | $226.3M |
| GOLDMAN SACHS GROUP INC | +334K | $104.7M |
| AMG National Trust Bank | +9K | $40.9M |
| BlackRock, Inc. | +29K | $38.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| 1832 Asset Management L.P. | -543K | $10.1M |
| Advisory Alpha, LLC | -207K | $19.8M |
| ASSETMARK, INC | -165K | $8K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | -53K | $37K |
| AE Wealth Management LLC | -47K | $995K |
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Frequently Asked Questions
How many institutional investors hold ICVT?
As of Q1 2025, 348 institutional investors report holding ICVT (iShares Convertible Bond ETF) in their 13F filings.
Which hedge fund owns the most ICVT?
The largest institutional holder of ICVT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $902.7M in shares.
Are institutions buying or selling ICVT?
This quarter, 99 institutions opened new positions in ICVT and 28 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.