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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

150 hedge funds and large institutions have $457M invested in iShares New York Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 77 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
77
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPA
1
High Probability Advisors
New York
$29M
2
FWI
2
Facet Wealth Inc
Maryland
$17.8M
3
MMA
3
Miracle Mile Advisors
California
$16M
4
GL
4
Graypoint LLC
New York
$1.6M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$1.54M

Top Sellers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$15.2M
2
LJAC
2
L.J. Altfest & Co
New York
$4.43M
3
WIC
3
Whitegate Investment Counselors
New Hampshire
$6.13M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.62M
5
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$753K
Name Market Value Shares Shares
Change 		Shares
Change %
JJBC
26
James J. Burns & Company
New York
$4.74M 87,138 +5,655 +7%
LJAC
27
L.J. Altfest & Co
New York
$4.43M 81,594 -29,372 -26%
UBS Group
28
UBS Group
Switzerland
$3.55M 65,340 -10,474 -14%
AllianceBernstein
29
AllianceBernstein
Tennessee
$3.46M 63,727 +6,806 +12%
CFP
30
Cascade Financial Partners
California
$3.18M 59,225 – –
Osaic Holdings
31
Osaic Holdings
Arizona
$3M 55,279 +4,804 +10%
AssetMark Inc
32
AssetMark Inc
California
$2.82M 51,983 +1,368 +3%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$2.65M 48,688 +3,960 +9%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.62M 48,215 -14,177 -23%
WPC
35
Wedmont Private Capital
Pennsylvania
$2.51M 46,413 -314 -0.7%
Wells Fargo
36
Wells Fargo
California
$2.4M 44,207 +4,682 +12%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$2.28M 41,935 +17,244 +70%
DW
38
Durante & Waters
New York
$2.22M 40,888 +2,068 +5%
LFA
39
Level Financial Advisors
New York
$2.2M 40,505 +627 +2%
Goldman Sachs
40
Goldman Sachs
New York
$2.15M 39,575 +18,157 +85%
B
41
Bailard
California
$2.04M 37,552 +7,318 +24%
NW
42
NewEdge Wealth
Pennsylvania
$2.02M 37,180 +994 +3%
AF
43
Allworth Financial
California
$1.65M 30,296 +146 +0.5%
GL
44
Graypoint LLC
New York
$1.6M 29,390 +29,390 New
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$1.54M 28,301 +28,301 New
SWA
46
SOA Wealth Advisors
New York
$1.49M 27,398 +8,588 +46%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.44M 26,561 +4,510 +20%
Creative Planning
48
Creative Planning
Kansas
$1.23M 22,564 -3,550 -14%
RWP
49
Revolve Wealth Partners
New Jersey
$1.18M 21,782 +1,964 +10%
CSIA
50
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M 21,145 +39 +0.2%
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