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iShares Convertible Bond ETF
ICVT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
USD 69.3 M -USD 2.73 M -37,421 -4%
Bank of America
2
Bank of America
North Carolina
USD 63.2 M +USD 7.61 M +104,435 +14%
AMG National Trust Bank
3
AMG National Trust Bank
Colorado
USD 42.5 M -USD 8.77 M -120,349 -18%
AllianceBernstein
4
AllianceBernstein
Tennessee
USD 42.3 M – – –
Ameriprise
5
Ameriprise
Minnesota
USD 32.6 M -USD 1.73 M -23,751 -5%
New York Life Investment Management
6
New York Life Investment Management
New York
USD 29.4 M +USD 12 M +163,980 +74%
Gradient Investments
7
Gradient Investments
Minnesota
USD 28.7 M +USD 27.4 M +375,469 +247,019%
Advisory Alpha
8
Advisory Alpha
Michigan
USD 28.4 M +USD 1.65 M +22,633 +6%
AssetMark Inc
9
AssetMark Inc
California
USD 28.2 M +USD 12.6 M +172,232 +87%
Provida Pension Fund Administrator
10
Provida Pension Fund Administrator
Chile
USD 19.1 M – – –
Baker Avenue Asset Management
11
Baker Avenue Asset Management
California
USD 18.1 M +USD 477 k +6,542 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
USD 13.5 M -USD 130 k -1,778 -1%
Nomura Asset Management
13
Nomura Asset Management
Japan
USD 11.4 M -USD 176 k -2,420 -2%
LPL Financial
14
LPL Financial
California
USD 10.9 M -USD 931 k -12,773 -8%
Osborne Partners Capital Management
15
Osborne Partners Capital Management
California
USD 9.7 M +USD 534 k +7,327 +6%
Aire Advisors
16
Aire Advisors
California
USD 9.42 M +USD 445 k +6,108 +5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
USD 8.99 M -USD 1.47 M -20,196 -15%
Adams Wealth Management
18
Adams Wealth Management
Utah
USD 8.97 M +USD 367 k +5,037 +4%
Synergy Asset Management
19
Synergy Asset Management
Washington
USD 8.79 M +USD 8.39 M +115,101 Nuevas
Cornerstone Planning Group
20
Cornerstone Planning Group
New Jersey
USD 8.54 M +USD 8.15 M +111,804 Nuevas
Morgan Stanley
21
Morgan Stanley
New York
USD 8.01 M -USD 3.2 M -43,924 -30%
Raymond James & Associates
22
Raymond James & Associates
Florida
USD 6.98 M -USD 222 k -3,040 -3%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
USD 6.1 M +USD 1.66 M +22,784 +40%
Stifel Financial
24
Stifel Financial
Missouri
USD 5.74 M -USD 94 k -1,290 -2%
Oppenheimer Asset Management
25
Oppenheimer Asset Management
New York
USD 5.4 M -USD 66.2 k -908 -1%
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