ICVT

Ishares Convertible Bond ETFETF
UnclassifiedUSCUSIP 46435G102◍ Confluence graph
Tracked 13F Holders
376
-75 QoQ
13F Value (tracked)
$2.3B
13F Moves · latest Q
39 added
16 trimmed
Recent Filings
0

Who owns ICVT?

376 tracked 13F filers

376 tracked 13F filers disclose a position in ICVT as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1PROVIDA PENSION FUND ADMINISTRATOR
$402.7M
4.0M
+101%
Added · +2.0M sh
Q3 2026
2BANK OF AMERICA CORP /DE/
$240.4M
2.4M
−2.0%
Reduced · −49K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$104.1M
1.0M
−30%
Reduced · −444K sh
Q1 2026
4LPL Financial LLC
$94.2M
926K
−11%
Reduced · −109K sh
Q1 2026
5JANE STREET GROUP, LLC
$86.6M
851K
+518%
Added · +713K sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$69.2M
679K
−27%
Reduced · −257K sh
Q1 2026
7AMG National Trust Bank
$70.0M
575K
+1.7%
Added · +10K sh
Q2 2026
8GREENLEAF TRUST
$45.6M
448K
−0.6%
Reduced · −3K sh
Q1 2026
9Ocean Park Asset Management, LLC
$42.8M
420K
New
+420K sh
Q1 2026
10Advisory Alpha, LLC
$49.1M
403K
−2.9%
Reduced · −12K sh
Q2 2026
11NEW YORK LIFE INVESTMENT MANAGEMENT LLC
$46.7M
384K
+30%
Added · +88K sh
Q2 2026
12AMERIPRISE FINANCIAL INC
$35.5M
347K
−8.8%
Reduced · −34K sh
Q1 2026
13Baker Avenue Asset Management, LP
$40.7M
334K
−0.6%
Reduced · −2K sh
Q2 2026
14MORGAN STANLEY
$34.0M
334K
−2.2%
Reduced · −8K sh
Q1 2026
15MML INVESTORS SERVICES, LLC
$34.4M
282K
+24%
Added · +55K sh
Q2 2026
16Howard Capital Management Inc.
$34.2M
281K
New
+281K sh
Q2 2026
17JPMORGAN CHASE & CO
$26.5M
267K
+4.4%
Added · +11K sh
Q1 2026
18BlackRock, Inc.
$25.5M
251K
−29%
Reduced · −100K sh
Q1 2026
19ALLIANCEBERNSTEIN L.P.
$20.7M
210K
−6.4%
Reduced · −14K sh
Q1 2026
20Tradewinds Capital Management, LLC
$24.3M
200K
−4.8%
Reduced · −10K sh
Q2 2026
21Certified Advisory Corp
$23.4M
192K
+6.9%
Added · +12K sh
Q2 2026
22Cornerstone Planning Group LLC
$21.0M
180K
+1.0%
Added · +2K sh
Q2 2026
23TME FINANCIAL, INC.
$20.2M
166K
+3.1%
Added · +5K sh
Q2 2026
24Systelligence, LLC
$20.2M
166K
+10%
Added · +16K sh
Q2 2026
25CWM, LLC
$16.7M
164K
−1.4%
Reduced · −2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ICVT being bought or sold by institutions?

Last quarter, 10 funds opened a new position in ICVT and 29 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
29
funds
Reduced
16
funds
Exited
0
funds

Funds that own ICVT also own

CompanyCo-held byCombined value
APPLE INCAAPL223 funds$66.8B
NVIDIA CORPNVDA222 funds$83.9B
MICROSOFT CORPMSFT221 funds$57.6B
AMAZON.COM INCAMZN219 funds$43.1B
ALPHABET INC-CL AGOOGL216 funds$30.9B
JPMORGAN CHASE & COJPM211 funds$14.7B
ALPHABET INC-CL CGOOG208 funds$29.8B
META PLATFORMS INC-CLASS AMETA207 funds$24.2B
SS SPDR S&P 500 ETF TRUST-USSPY207 funds$13.4B
JOHNSON & JOHNSONJNJ203 funds$11.6B
ELI LILLY & COLLY202 funds$16.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B201 funds$10.9B

Ranked by how many of ICVT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

277 funds+70 since Q3 2024
0176352Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $877.9M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in ICVT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ICVT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ICVT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ICVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.