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iShares New York Muni Bond ETF

104 hedge funds and large institutions have $230M invested in iShares New York Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
45
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$2.01M +$77.6K +1,480 +4%
SIC
27
Sterling Investment Counsel
New York
$1.96M +$843K +16,084 +75%
E
28
ETFidea
New York
$1.9M -$91.8K -1,751 -5%
Wells Fargo
29
Wells Fargo
California
$1.82M -$944K -18,024 -34%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.7M -$307K -5,851 -15%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.62M +$1.62M +30,982 New
Creative Planning
32
Creative Planning
Kansas
$1.58M -$866K -16,523 -35%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.55M +$81.9K +1,564 +6%
AF
34
Allworth Financial
California
$1.52M +$948K +18,100 +165%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.45M -$315K -6,013 -18%
OWA
36
Opal Wealth Advisors
New York
$1.38M -$1.89M -36,156 -58%
MWM
37
Merriman Wealth Management
Washington
$1.37M +$1.37M +26,191 New
IDBONY
38
Israel Discount Bank of New York
New York
$1.32M -$514K -9,810 -28%
LFA
39
Level Financial Advisors
New York
$1.26M +$541K +10,327 +75%
EH
40
Equitable Holdings
New York
$1.26M +$1.04M +19,874 +480%
CAN
41
Cetera Advisor Networks
California
$1.11M +$798K +15,237 +257%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.04M +$1.04M +19,795 New
SPIA
43
Steward Partners Investment Advisory
New York
$1.02M
CSIA
44
Conrad Siegel Investment Advisors
Pennsylvania
$1M +$76K +1,450 +8%
CAM
45
Caprin Asset Management
Virginia
$945K -$368K -7,031 -28%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$924K +$924K +17,636 New
HVIA
47
Hudson Valley Investment Advisors
New York
$888K
OIA
48
OneDigital Investment Advisors
Kansas
$880K +$88.7K +1,692 +11%
MFS
49
McNamara Financial Services
Massachusetts
$874K
Citigroup
50
Citigroup
New York
$857K +$8.91K +170 +1%