Who owns iShares Convertible Bond ETF?
Institutional ownership of ICVT from SEC Form 13F filings across 253 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
253
13F holders
$1.42B
value, 2026 filers
18.6%
of shares outstanding (12.0M sh)
48
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ICVT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.4M | $288.9M | 0.0% | 3.7% | +0.5% |
| 2 | LPL Financial LLC | 821,702 | $100.0M | 0.0% | 1.3% | -11.2% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 710,158 | $86.5M | 0.0% | 1.1% | -30.6% |
| 4 | GOLDMAN SACHS GROUP INC | 491,494 | $59.8M | 0.0% | 0.8% | -27.7% |
| 5 | GREENLEAF TRUST | 444,077 | $54.1M | 0.5% | 0.7% | -0.9% |
| 6 | Advisory Alpha, LLC | 403,189 | $49.1M | 1.2% | 0.6% | -2.9% |
| 7 | MORGAN STANLEY | 362,461 | $44.1M | 0.0% | 0.6% | +8.5% |
| 8 | Baker Avenue Asset Management, LP | 334,411 | $40.7M | 0.8% | 0.5% | -0.6% |
| 9 | AMERIPRISE FINANCIAL INC | 324,969 | $39.6M | 0.0% | 0.5% | -6.3% |
| 10 | MML INVESTORS SERVICES, LLC | 282,239 | $34.4M | 0.1% | 0.4% | +24.1% |
| 11 | Howard Capital Management, LLCNEW | 281,042 | $34.2M | 0.4% | 0.4% | new |
| 12 | JPMORGAN CHASE & CO | 213,666 | $25.8M | 0.0% | 0.3% | -20.1% |
| 13 | Tradewinds Capital Management, LLC | 199,640 | $24.3M | 4.3% | 0.3% | -4.8% |
| 14 | Certified Advisory Corp | 192,216 | $23.4M | 1.9% | 0.3% | +6.9% |
| 15 | Cornerstone Planning Group LLC | 180,323 | $21.0M | 2.6% | 0.3% | +1.0% |
| 16 | ALLIANCEBERNSTEIN L.P. | 177,077 | $18.0M | 0.0% | 0.3% | -15.9% |
| 17 | ASSETMARK, INC | 136,735 | $16.6M | 0.0% | 0.2% | -19.8% |
| 18 | Cambridge Investment Research Advisors, Inc. | 135,453 | $16,490 | 0.0% | 0.2% | +91.9% |
| 19 | RAYMOND JAMES FINANCIAL INC | 134,574 | $16.4M | 0.0% | 0.2% | +1.6% |
| 20 | AIRE ADVISORS, LLC | 132,152 | $16.1M | 2.6% | 0.2% | +4.3% |
| 21 | Cetera Investment Advisers | 120,496 | $14.7M | 0.0% | 0.2% | -22.9% |
| 22 | NOMURA ASSET MANAGEMENT CO LTD | 117,119 | $14.3M | 0.0% | 0.2% | +6.2% |
| 23 | Thrivent Financial for Lutherans | 112,782 | $13,722 | 0.0% | 0.2% | -10.4% |
| 24 | Onyx Bridge Wealth Group LLC | 112,640 | $13.7M | 1.2% | 0.2% | -4.8% |
| 25 | Hilltop Partners LLC | 109,390 | $13.3M | 3.2% | 0.2% | +17.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.