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iShares New York Muni Bond ETF

210 hedge funds and large institutions have $693M invested in iShares New York Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 99 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 7

130% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 43

12% more funds holding

Funds holding: 187210 (+23)

11% more capital invested

Capital invested by funds: $621M → $693M (+$71.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.45% less ownership

Funds ownership: 59.1%56.64% (-2.5%)

Holders
210
Holders Change
+23
Holders Change %
+12.3%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
99
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$6.07M +$752K +13,988 +14%
NA
27
Note Advisors
New York
$5.12M +$93.6K +1,741 +2%
Ameriprise
28
Ameriprise
Minnesota
$5.1M +$624K +11,594 +14%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$5.08M +$615K +11,441 +14%
NB
30
NBT Bank
New York
$5.06M -$283K -5,265 -5%
WIC
31
Whitegate Investment Counselors
New Hampshire
$5M +$134K +2,490 +3%
AF
32
Arrow Financial
New York
$4.57M -$126K -2,351 -3%
B
33
Bailard
California
$4.57M -$173K -3,215 -4%
AssetMark Inc
34
AssetMark Inc
California
$4.07M -$560K -10,411 -12%
JJBC
35
James J. Burns & Company
New York
$3.84M +$1.04M +19,280 +36%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$3.62M
UBS Group
37
UBS Group
Switzerland
$3.6M -$680K -12,637 -16%
Wells Fargo
38
Wells Fargo
California
$3.6M -$609K -11,325 -14%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$3.43M +$3.11M +57,860 +871%
LJAC
40
L.J. Altfest & Co
New York
$3.35M +$1.04M +19,259 +44%
SWA
41
SOA Wealth Advisors
New York
$3.14M +$5.97K +111 +0.2%
WPC
42
Wedmont Private Capital
Pennsylvania
$3.13M +$310K +5,772 +11%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$3.1M +$1.68M +31,210 +115%
CFP
44
Cascade Financial Partners
California
$3.07M -$25.8K -480 -0.8%
DW
45
Durante & Waters
New York
$3.04M +$44.9K +834 +1%
KAS
46
Kestra Advisory Services
Texas
$3.03M +$90.5K +1,682 +3%
CIC
47
Carnegie Investment Counsel
Ohio
$2.97M +$98.8K +1,837 +3%
Citigroup
48
Citigroup
New York
$2.89M +$1.78M +33,185 +157%
MFG
49
Magnus Financial Group
New York
$2.67M -$421K -7,833 -13%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.64M -$70.4K -1,309 -3%