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iShares New York Muni Bond ETF

59 hedge funds and large institutions have $76.2M invested in iShares New York Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
24
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
26
Betterment LLC
New York
$570K +$163K +2,928 +40%
CAM
27
Caprin Asset Management
Virginia
$564K -$19.4K -348 -3%
BFO
28
Biltmore Family Office
North Carolina
$499K +$499K +8,950 New
NSIM
29
North Star Investment Management
Illinois
$491K
BAM
30
Belpointe Asset Management
Nevada
$458K +$14.8K +266 +3%
BAAM
31
Baker Avenue Asset Management
California
$398K +$398K +7,130 New
Citigroup
32
Citigroup
New York
$394K -$73.6K -1,320 -16%
TIM
33
Tortoise Investment Management
New York
$382K +$83.7K +1,500 +28%
APA
34
American Portfolios Advisors
New York
$353K +$353K +6,328 New
TSW
35
Thompson Siegel & Walmsley
Virginia
$337K +$30.6K +550 +10%
FA
36
FMA Advisory
Pennsylvania
$325K
MML Investors Services
37
MML Investors Services
Massachusetts
$287K +$51.8K +930 +22%
AT
38
Arden Trust
Delaware
$279K
SLA
39
Silver Lake Advisory
Utah
$247K +$1.34K +24 +0.5%
MWM
40
Mission Wealth Management
California
$247K +$17.3K +310 +8%
Stifel Financial
41
Stifel Financial
Missouri
$246K
CTA
42
Chesley Taft & Associates
Illinois
$229K +$27.9K +500 +14%
B
43
Bailard
California
$227K +$22K +395 +11%
Mariner
44
Mariner
Kansas
$215K
WCM
45
Wealthcare Capital Management
Virginia
$179K -$670 -12 -0.4%
CPIG
46
Chicago Partners Investment Group
Illinois
$170K
GWA
47
Guidant Wealth Advisors
Illinois
$128K
FAAS
48
First Allied Advisory Services
California
$98K +$98K +1,762 New
RFS
49
Rockefeller Financial Services
New York
$93K
BBHC
50
Brown Brothers Harriman & Co
New York
$80K