13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
ICVT

ISHARES CONVERTIBLE BOND ETF

426 institutions still hold ISHARES CONVERTIBLE BOND ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G102·Exchange Traded Fund·426 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.6%
vs prior quarter
13F value held
$1.2B
58.0% inst. owned
of float
Holders
426
+85 QoQ
filers reporting
Activity
+21 / −6
+825 added · −775 reduced
this quarter
Concentration
20.88%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

426 institutions reported ICVT in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 20.9% of the visible book. +85 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$240M2.4M0.02%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$104M1.0M0.03%Q1 202603
LPL Financial LLC
CIK 0001403438
$94M926K0.03%Q1 202604
1832 Asset Management L.P.
CIK 0000944388
$87M857K0.08%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$87M851K0.01%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$69M679K0.01%Q1 202607
AMG National Trust Bank
CIK 0001388829
$58M565K1.25%Q1 202608
GREENLEAF TRUST
CIK 0001162170
$46M448K0.45%Q1 202609
Ocean Park Asset Management, LLC
CIK 0001538052
$43M420K2.47%Q1 202610
Advisory Alpha, LLC
CIK 0001576762
$42M415K1.16%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$36M347K0.01%Q1 202612
Baker Avenue Asset Management, LP
CIK 0001432529
$34M336K0.77%Q1 202613
MORGAN STANLEY
CIK 0000895421
$34M334K0.00%Q1 202614
Prestige Wealth Management Group LLC
CIK 0001772715
$30M298K5.95%Q1 202615
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
CIK 0001133639
$30M296K0.26%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$27M267K0.00%Q1 202617
BlackRock, Inc.
CIK 0002012383
$26M251K0.00%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$23M227K0.06%Q1 202619
Tradewinds Capital Management, LLC
CIK 0001616026
$21M210K4.24%Q1 202620
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$21M210K0.01%Q1 2026
Page 1 of 22
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