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iShares New York Muni Bond ETF
NYF

Overview Fund Activity

168 hedge funds and large institutions have $490M invested in iShares New York Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
+18
Holders Change %
+12%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
29
Increased
81
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$10.5M
2
Bank of America
Bank of America
North Carolina
$29.6M
3
FWI
Facet Wealth Inc
Maryland
$19.9M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$43.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$16.7M

Top Sellers

1
HPA
High Probability Advisors
New York
$22.8M
2
OWA
Opal Wealth Advisors
New York
$7.75M
3
WAM
WNY Asset Management
New York
$264K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$738K
5
IDBONY
Israel Discount Bank of New York
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$4.8M +$88.2K +1,657 +2%
LJAC
27
L.J. Altfest & Co
New York
$4.45M +$108K +2,020 +2%
AllianceBernstein
28
AllianceBernstein
Tennessee
$4.43M +$1.04M +19,495 +31%
JJBC
29
James J. Burns & Company
New York
$4.21M -$431K -8,097 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$3.89M +$946K +17,766 +32%
Goldman Sachs
31
Goldman Sachs
New York
$3.81M +$1.71M +32,062 +81%
UBS Group
32
UBS Group
Switzerland
$3.6M +$123K +2,310 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$3.35M +$788K +14,803 +31%
AssetMark Inc
34
AssetMark Inc
California
$3.31M +$547K +10,276 +20%
CFP
35
Cascade Financial Partners
California
$3.15M – – –
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$2.75M +$514K +9,655 +23%
NA
37
Note Advisors
New York
$2.68M +$2.68M +50,437 New
ERIM
38
Eagle Ridge Investment Management
Connecticut
$2.63M +$38.8K +729 +1%
Wells Fargo
39
Wells Fargo
California
$2.59M +$236K +4,442 +10%
WPC
40
Wedmont Private Capital
Pennsylvania
$2.46M +$3.65K +69 +0.1%
DW
41
Durante & Waters
New York
$2.35M +$169K +3,181 +8%
Creative Planning
42
Creative Planning
Kansas
$2.26M +$1.06M +19,847 +88%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$2.11M +$604K +11,354 +40%
LFA
44
Level Financial Advisors
New York
$2.03M -$128K -2,411 -6%
NW
45
NewEdge Wealth
Pennsylvania
$1.98M – – –
AF
46
Allworth Financial
California
$1.76M +$144K +2,694 +9%
B
47
Bailard
California
$1.76M -$242K -4,554 -12%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.52M +$820K +15,407 +117%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.49M +$77.4K +1,455 +5%
GL
50
Graypoint LLC
New York
$1.46M -$101K -1,890 -6%
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