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iShares New York Muni Bond ETF

105 hedge funds and large institutions have $241M invested in iShares New York Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
50
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.75M +$87.9K +1,643 +5%
Creative Planning
27
Creative Planning
Kansas
$1.67M +$56.8K +1,062 +4%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.63M +$41.1K +770 +3%
AF
29
Allworth Financial
California
$1.51M -$50.8K -949 -3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$1.45M +$392K +7,326 +37%
MWM
31
Merriman Wealth Management
Washington
$1.43M +$25K +467 +2%
IDBONY
32
Israel Discount Bank of New York
New York
$1.41M +$66.9K +1,250 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.37M -$368K -6,879 -21%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$1.37M -$108K -2,027 -7%
FTUS
35
Flow Traders U.S.
New York
$1.3M +$1.3M +24,214 New
LFA
36
Level Financial Advisors
New York
$1.24M -$43.8K -819 -3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.14M +$197K +3,680 +21%
CAN
38
Cetera Advisor Networks
California
$1.1M -$30.4K -569 -3%
SPIA
39
Steward Partners Investment Advisory
New York
$1.1M +$59.3K +1,109 +6%
CSIA
40
Conrad Siegel Investment Advisors
Pennsylvania
$1.04M +$18.7K +349 +2%
MFS
41
McNamara Financial Services
Massachusetts
$956K +$62.9K +1,176 +7%
M
42
MYeCFO
California
$931K +$131K +2,445 +16%
OIA
43
OneDigital Investment Advisors
Kansas
$889K -$9.79K -183 -1%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$877K -$1.38M -25,722 -61%
HVIA
45
Hudson Valley Investment Advisors
New York
$875K -$32.1K -600 -4%
WC
46
Whitney & Co
New York
$872K +$2.14K +40 +0.2%
PAG
47
Private Advisor Group
New Jersey
$836K +$12.4K +231 +2%
CPIG
48
Chicago Partners Investment Group
Illinois
$771K
B
49
Bailard
California
$763K +$125K +2,340 +20%
FA
50
Flagstar Advisors
New York
$743K +$2.3K +43 +0.3%